EPISODE · May 28, 2026 · 7 MIN
PCE Tests the AI-Led Risk Rally
from Second Order Daily Market Brief · host Second Order
Semiconductors are keeping equities firm, but oil and rates remain the macro constraint. Today’s core PCE print is the hinge for whether this rally broadens or turns into a tighter financial-conditions trade.
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PCE Tests the AI-Led Risk Rally
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How long is this episode of Second Order Daily Market Brief?
This episode is 7 minutes long.
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This episode was published on May 28, 2026.
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Semiconductors are keeping equities firm, but oil and rates remain the macro constraint. Today’s core PCE print is the hinge for whether this rally broadens or turns into a tighter financial-conditions trade.
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