The Market Is Not Pricing In Anything Bad – That's Why It's Bullish!
From Macro-To-Micro Options Power Hour recorded on Sep 10, 2025
In this short clip from Macro-To-Micro Options Power Hour, recorded on Sep 10, 2025, Samantha LaDuc and Hans Albrecht discuss how Oracle’s AI-driven guidance (despite weak headline results) ignited broad risk-on sentiment across AI stocks, semis, data-center plays, and even Bitcoin miners.
They note Nvidia reclaiming a key level as PPI softness boosted hopes for earlier and longer Fed rate cuts, while cautioning that the rally is fueled by future promises more than current fundamentals.
The duo frame the near-term market setup around CPI, the Sep 17 FOMC decision, options expiration, and rising government-shutdown odds—arguing the market isn’t pricing in bad news yet.
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