Next Day Prep

Next Day Prep #289: Market Rotation vs. Panic: Navigating the Jobs Report Fog – Wednesday 7/1/2026

Episode 289Jul 1, 20265:31

Seek

0:005:31

Episode summary

The market didn’t crash; it rotated. We break down how semiconductors dragged breadth while software and financials absorbed the flow, and why patience is the only play ahead of the nonfarm payrolls report.

Next Day Prep #289: Market Rotation vs. Panic: Navigating the Jobs Report Fog – Wednesday 7/1/2026

Episode summary

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