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📈The headlines don’t match the mood.
Markets are holding steady, but here’s the cocktail behind the calm:
ADP jobs? Weakest in 2 years
Services sector? Contracting
Trump tariffs? Back and doubled
Retail? Warning after warning
Big tech? Barely holding it together
Meanwhile, options flow shows huge call buying in $META and $TSLA — but dark pools in $QQQ and $SPY are bloated with hedges. Something’s brewing beneath the float.
🔥 Listen to the pod for the full breakdown and what to watch going into Friday’s NFP.
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