The Rate Cut Illusion | SBP’s Reality Check & The Market Reset

The market was betting on a rate cut.The SBP just proved them wrong.In today’s episode of Stock Sense, Malik breaks down why the “rate cut rally” collapsed, how the SBP’s decision reshaped the market narrative, and what this means for stocks going forward.We cover:• Why the SBP held rates at 10.5%• The real reason cement, auto & steel stocks are under pressure• How inflation and global oil prices are driving policy decisions• Why energy stocks remain the safest trade• Key levels to watch in OGDC, ATRL, and banks• What today’s price action is really telling youThis is not panic.This is a shift in regime — and only prepared traders will survive it.🎧 Listen now and trade with clarity, not emotion.⚠️ DISCLAIMERStock Sense is an educational platform only.I am not a financial advisor. The views shared in this podcast are based on market analysis, public information, and personal opinion. Stock market investing involves risk, and prices can move unpredictably. Always do your own research or consult a licensed financial advisor before making any investment decisions. The host is not responsible for any financial losses incurred.