Policy Pain: Tariffs Slam Healthcare as Yields Spike

What this episode covers

Fresh news and strategies for traders. SPY Trader episode #1377. Markets fell for the third straight session, driven by twin shocks: new massive proposed tariffs (100% on branded drugs) creating severe policy uncertainty in Healthcare, and surprisingly strong economic data (3.8% GDP) which pushed the 10year Treasury yield to a threeweek high by reducing expectations for aggressive Fed rate cuts. The episode analyzes the sector fallout, highlights idiosyncratic winners like Intel and IBM, and provides four key recommendations, including maintaining longterm AI holdings and hedging geopolitical/rate risk.

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Frequently Asked Questions

How long is this episode of The SPY Trader?

This episode is 5 minutes long.

When was this The SPY Trader episode published?

This episode was published on September 26, 2025.

What is this episode about?

Fresh news and strategies for traders. SPY Trader episode #1377. Markets fell for the third straight session, driven by twin shocks: new massive proposed tariffs (100% on branded drugs) creating severe policy uncertainty in Healthcare, and...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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