Sector rotation and market breadth

In this podcast, Tony Greer and Jared Dillian break down market positioning ahead of the Supreme Court decision on Trump’s tariffs, with stocks backing off highs, the dollar grinding higher, and bonds firming.

The conversation shifts to energy, where Tony highlights a clear change in oil price action after months of relentless selling, signaling a possible regime shift.

Last few SPOTS left before window closes - https://tgmacro.com/conference/