EPISODE · Nov 15, 2025 · 4 MIN
Whipsaw Week: Data Fog and Fading Rate Cuts
from The SPY Trader · host Manoj Sharma
Fresh news and strategies for traders. SPY Trader episode #1427. This week saw dramatic market volatility driven by "data fog" following the government shutdown and sharply fading expectations for a Fed rate cut, pushing the 10year Treasury yield to 4.15%. Highvaluation tech stocks bore the brunt of the pain, sparking a significant rotation into defensive sectors. We discuss tactical strategies, including increasing fixed income exposure and targeted buying in quality growth names.
What this episode covers
Fresh news and strategies for traders. SPY Trader episode #1427. This week saw dramatic market volatility driven by "data fog" following the government shutdown and sharply fading expectations for a Fed rate cut, pushing the 10year Treasury yield to 4.15%. Highvaluation tech stocks bore the brunt of the pain, sparking a significant rotation into defensive sectors. We discuss tactical strategies, including increasing fixed income exposure and targeted buying in quality growth names.
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Whipsaw Week: Data Fog and Fading Rate Cuts
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