The Great Rotation: Inflation Fears and the Market’s Reality Check

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1615. This episode analyzes the S&P 500's historic winning streak against the backdrop of rising PCE inflation and a new Fed leadership. Host Sunny Side Up explores the market's shift from highflying tech stocks like NVIDIA into defensive sectors like Healthcare and Real Estate, while providing a tactical game plan for the upcoming economic data releases and highstakes earnings reports.

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This episode was published on May 24, 2026.

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