About this episode

The episode discusses the fading inflation scare and its implications for the market, highlighting the split between different economic sectors.

We break down why the inflation scare is already fading, with the 4.2% print looking transitory off tariffs and Iran rather than real consumer demand. Then we get into the two-economy split, the price insensitive hyperscalers bidding up memory while Micron has record margins and the consumer gets crushed.Learn More: www.market-radar.com

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