Powell Punt Or Pander – Place Your Bets / Macro-To-Micro Options Power Hour / May 7, 2025
Macro-To-Micro Options Power Hour full episode from May 7, 2025
In this episode of Macro-To-Micro Options Power Hour from May 7, 2025, Samantha LaDuc and Hans Albrecht discuss the recent market movements driven by geopolitical news, Fed policy uncertainty, and headline risk, especially around tariffs and China.
They break down how mechanical trading flows, such as options market dynamics, volatility targeting, and leveraged ETFs, are propping up equities in the short term, despite fundamental concerns about a slowing economy.
They explore whether Nvidia and semiconductors can sustain recent bullishness and warn that recession signals (like jobless claims and yield curve steepening) could start surfacing by July.
Overall, they see current market strength as fragile, potentially setting up for a sell-the-news scenario once short-term catalysts fade.
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