Episode Details

The latest Core PCE data and Federal Reserve policy stance are triggering massive repricing across equities, bonds, and crypto. This episode delivers rapid-fire analysis of the inflation moderation that has markets recalibrating expectations, the 400 billion dollar technology sector washout, Treasury yield curve movements, and the sector rotation reshaping portfolios in June 2026. We break down what the three point three percent Core PCE reading means for Fed policy at three point five to three point seven five percent rates, why rate-sensitive sectors are attracting capital flows, and the critical technical levels traders are watching across asset classes.