Inflation Showdown: Tech Earnings Under Pressure

Episode 1491 of the The SPY Trader podcast, hosted by Manoj Sharma, titled "Inflation Showdown: Tech Earnings Under Pressure" was published on January 18, 2026 and runs 3 minutes.

January 18, 2026 ·3m · The SPY Trader

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Summary

Fresh news and strategies for traders. SPY Trader episode #1491. A highstakes, condensed trading week driven by the Federal Reserve's preferred inflation measure (Core PCE) on Thursday and critical tech earnings (Netflix, Intel). The S&P 500 is expected to pause as the "rotation trade" from megacap tech into cyclical sectors (Basic Materials, Industrials) continues. Recommendations include overweighting cyclicals (XLI) and health care (XLV), maintaining core holdings (VOO), and using a tactical bond hedge (TLT) against potential inflation surprises.

Episode Description

Fresh news and strategies for traders. SPY Trader episode #1491. A highstakes, condensed trading week driven by the Federal Reserve's preferred inflation measure (Core PCE) on Thursday and critical tech earnings (Netflix, Intel). The S&P 500 is expected to pause as the "rotation trade" from megacap tech into cyclical sectors (Basic Materials, Industrials) continues. Recommendations include overweighting cyclicals (XLI) and health care (XLV), maintaining core holdings (VOO), and using a tactical bond hedge (TLT) against potential inflation surprises.

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