EP 99 Eugene: Macro Environment - 30 Days Market Overview

08/12/2025 28 min
EP 99 Eugene: Macro Environment - 30 Days Market Overview

Listen "EP 99 Eugene: Macro Environment - 30 Days Market Overview"

Episode Synopsis

Description: A lot happened in the markets this month, but most investors are reading the signals wrong. This episode breaks down the real forces driving volatility and why the next macro shifts may surprise you.We’ll talk about:Why the pullback looked normal on the surface but hid deep structural weaknessHow a potential Zweig Breadth Thrust could flip the entire market overviewThe Fed’s “running it hot” playbook and what it means for rate-cut expectationsA forward-looking strategy on commodities, liquidity, and early-cycle signalsKeywords: macro environment, market overview, Zweig Breadth Thrust, Federal Reserve, DXY, global liquidity, Bitcoin, Ethereum, crude oil, copper, commodity ETFs