Morning Dose #341: Bearish Breadth, Bullish Futures: Trading the Disconnect – Thursday 9/17/2026

Episode summary

Futures rip higher on falling oil and cooling yields, but breadth metrics still flash bearish for a second straight session. The hosts break down the Fed’s hawkish hike, Warsh’s rate-conflict comments, and why narrow chip-and-hardware leadership means traders should wait for the open before chasing the gap.