We’re seeing a healthy market under the surface through rotation and earnings strength, but oil remains a market wildcard as tensions renew in the Middle East. Despite a cooler CPI in June, the bond market appears to believe this is an exception and the inflationary trend could continue. Tony shares two bullish trades in tech companies that showed returns on their investment in AI.

View transcript

Watch the video replay

Options Disclosure Document

Podden och tillhörande omslagsbild på den här sidan tillhör Fidelity Investments. Innehållet i podden är skapat av Fidelity Investments och inte av, eller tillsammans med, Poddtoppen.