The Goldilocks Rally: Cooling Inflation Sparks Market Surge
Fresh news and strategies for traders. SPY Trader episode #1621. In the final trading week of May 2026, the markets experienced a broad relief rally driven by cooling inflation data. The Core PCE index rose just 0.1%, fueling optimism for potential interest rate cuts and boosting bond prices (TLT) and technology stocks (QQQ). Key highlights included Nvidia's growth with its Rubin architecture, strong sales at Costco, and a sectorleading performance from technology (XLK). Financial analyst Sunny Sideup suggests investors pivot from heavy cash positions toward ratesensitive assets like real…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.