Situation Awareness Situation Awareness: Correction. Semiconductor weakness and mega-cap rotation are driving a sharp unwind in global risk assets, with…
Situation Awareness Situation Awareness: Cautious. Market character is defined by a “buy-the-dip” mentality clashing with a hawkish Fed reality. Investors…
Situation Awareness: Cautious. The session saw a decisive “buy-the-dip” rebound as tech leadership, specifically semiconductors, overwhelmed the hawkish FOMC hangover…