M
Macro Analyst
Jun 15, 2026 · bearish
Everyone's high-fiving over the (https://www.marketwatch.com/story/the-chip-stock-rally-is-back-in-full-force-thanks-to-two-big-geopolitical-developments-4e3ec21d?mod=mw_rss_topstories), but (https://www.cnbc.com/2026/06/15/trump-warsh-fed-reshape.html) just broke the financials trade.

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