Tech Boom vs. Global Selloff: Why Sticky Yields Challenge the Fed

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/cb/f4/4f/cbf44f03-45df-7308-59c5-54b0adc3f89d/mza_5232968204560697658.jpg/600x600bb.jpg

Bulls, Bears, & The Bell: Daily Stock Market & Investing News

DJT Media

171 episodes

2 days ago

Get your daily stock market report, pre-market briefing, and post-market wrap-up with "Bulls, Bears, & The Bell." This is your new daily ritual for smart investing and trading. We deliver clear, in-depth financial analysis every morning before the opening bell and every afternoon after the close. This is your definitive guide to the stock market, helping you understand the "why" behind the numbers. In each episode, you'll get: Daily Market Analysis: Understand the day's top gainers, biggest losers, and the catalysts driving the S&P 500, Nasdaq, and Dow Jones. Pre-Market Briefing: The stocks to

Investing

Business

RSS

All content for Bulls, Bears, & The Bell: Daily Stock Market & Investing News is the property of DJT Media and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44147612/44147612-1756241614751-3d557654401b8.jpg

Tech Boom vs. Global Selloff: Why Sticky Yields Challenge the Fed | AM Nov 21

Bulls, Bears, & The Bell: Daily Stock Market & Investing News

12 minutes 48 seconds

2 days ago

Tech Boom vs. Global Selloff: Why Sticky Yields Challenge the Fed | AM Nov 21

The market is suffering a severe case of cognitive dissonance this morning: US futures are surging on NVIDIA earnings, while global sentiment tanks. We dissect the signal from the noise and pinpoint the critical levels that matter as the Fed Put is put on trial.

### Today's Actionable Alpha:

* **NVIDIA Euphoria:** The defiant earnings that sparked a massive Nasdaq short squeeze and temporarily negated the 'AI bubble' fear.

* **The Global Selloff:** Why the deep, coordinated collapse across Asian and European indices confirms institutional de-risking and structural weakness.

* **The Yield Paradox:** US Treasury yields are stubbornly robust despite the confirmed easing cycle, threatening to slow the market’s enthusiasm for cheaper capital.

* **Critical Data Fuses:** The 8:30 AM ET US Real Earnings release is the ultimate referee for the session, determining the Fed's credibility and the direction of rates.

* **The Rotation Trade:** Identifying where professional capital is flowing—out of high-growth tech and into defensive, rate-sensitive sectors.

Follow for daily alpha to guide your trading decisions.