Market Focus: Defensives, Cyclicals, and Oversold Speculative Trades

RenMac welcomes trade expert Kelly Ann Shaw to unpack a whirlwind week of global trade deals and she explains how the White House is using tariff recalibration to ease consumer pain ahead of the midterms. Dutta rails against the Fed’s “hawkish paralysis” despite cooling data, deGraaf warns markets are flashing bifurcation between tech highs and cyclical lows, and Pavlick tracks how D.C. gridlock, revenue politics, and voter sentiment are reshaping policy risk.