Audio could not be loaded. Open the file directly.
Futures look calm but breadth is ugly — only 22.84% of stocks are above their 40-day average, masking a two-tier market led by mega-caps and semis. With the 10-year yield at a year-high 5.27% despite collapsing rate-hike odds, and the equal-weight S&P on a seven-week losing streak, the hosts break down why today calls for patience, catalyst-driven stock picks, and a wait for the 10 AM ISM print.
The host flags a 'Bearish' regime call despite calm futures, driven by weak market breadth and a contradictory bull-bear sentiment gauge.
A bear flattener explained: falling rate-hike odds versus a 10-year yield at year-highs, driven by deficit worries rather than inflation fear.
Nikkei strength versus European fiscal stress, plus today's lone catalyst: the 10 AM ISM Non-Manufacturing print.
Short-term breadth deteriorates even as longer-term breadth improves, with mega-cap tech and semis masking broad weakness and a seven-week losing streak in the equal-weight S&P.
Metals rally as investors hedge against the underlying market stress signaled by weak breadth and rate-sensitive sector losses.
With breakout scans thin, the analyst highlights catalyst-driven names like IMOS, CABO, CYCU, PTC, and PCVX instead of forcing technical setups.
COUGAR patience and First Hour Pass codes guide the plan, with distinct gap-up and gap-down scenarios tied to the 10 AM ISM release.
See IMOS in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
Can't reach WaveFinder right now. Your episode is still playing.
Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open IMOS in WaveFinder.
Daily bars through Oct 5, 2026.
See CABO in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
Can't reach WaveFinder right now. Your episode is still playing.
Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open CABO in WaveFinder.
Daily bars through Oct 5, 2026.
See CYCU in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
Can't reach WaveFinder right now. Your episode is still playing.
Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open CYCU in WaveFinder.
Daily bars through Oct 5, 2026.
See PTC in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
Can't reach WaveFinder right now. Your episode is still playing.
Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open PTC in WaveFinder.
Daily bars through Oct 5, 2026.
See PCVX in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
Can't reach WaveFinder right now. Your episode is still playing.
Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open PCVX in WaveFinder.
Daily bars through Oct 5, 2026.
