Investing With IBD Ep. 328 How These Critical Indicators Can Give You An Edge In The Market
Jul 9, 2025
Mish Schneider, the Chief Market Strategist at MarketGauge, shares her expertise on trading in today's economic climate. She discusses the nuances between stagflation and disinflation, emphasizing how macroeconomic factors impact sectors like semiconductors and small caps. Mish highlights the significance of moving averages in predicting market movements while analyzing the current trends in crude oil and commodities. Her insights into strategic trading positions and investment opportunities in energy and health sectors are especially compelling.
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Semiconductors Lead Market Rally
- Semiconductors are leading the market rally, driven by AI and growth sectors like NVIDIA.
- However, this growth may not be sustainable without broader economic support, risking corrections.
Inside Sectors Gauge Economy
- Inside sectors like transportation, small caps, and retail act as real gauges of the U.S. economy beyond growth stocks.
- These sectors lag behind major indexes, indicating underlying economic uncertainty despite market highs.
Treasury Yields May Have Peaked
- U.S. Treasury bond yields have likely peaked, signaling potential lower rates benefiting consumers.
- Momentum indicators suggest a weak recent sell-off, implying bond prices may stabilize or rise.