Stagflation, Growth Scare & Recession Risk Pushed Out
From Macro-To-Micro Options Power Hour recorded on May 14, 2025
In this short clip from Macro-To-Micro Options Power Hour recorded on May 14, 2025, Samantha LaDuc and Hans Albrecht discuss how a temporary 90-day delay in Chinese tariffs triggered a sharp market rally, despite deep underlying risks.
They explain that the rally was largely driven by mechanical flows, such as CTA activity and hedge unwinds, not by improving fundamentals.
While recession fears have been pushed out, Samantha warns that rising yields, fiscal strain, and deteriorating consumer conditions still threaten markets.
Both agree this rally could be a short-term reprieve before more volatility returns in Q3.
Trade With Samantha and Hans
Sign up for EDGE (for advanced traders and investors) or CLUB for active traders, investors, and institutions
Other LaDucTrading services
CHASE for newer traders