Following a brief pull-back, US equities have surged back toward record highs, driven by a dramatic rebound in Big Tech and broadening market participation across transportation, defense, and financials. However, with shifting Federal Reserve communications under Kevin Warsh, persistent debt concerns, and geopolitical risks keeping energy and food prices volatile, investors face a tricky landscape.
Michele Schneider, Chief Strategist at MarketGauge, joins BFM’s Morning Brief to analyse whether the current Tech rally is a sustainable bull run or a late-cycle trap reminiscent of 1999–2000. She breaks down critical price levels for SpaceX and Nvidia, evaluates the Fed's reduced transparency strategy, and outlines the macro risks that could derail corporate earnings.
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