The Morning Dose
Morning Dose #293: Selective Offensive: Trading the Fed’s Hawkish Pivot – Monday 6/22/2026
0:003:21
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Episode summary
The market faces a fierce tug-of-war between geopolitical stability and a hawkish Federal Reserve. While yields scream and the yield curve tightens, a split market emerges where semiconductor leaders soar and service laggards crumble. The actionable playbook focuses on selective offensive strategies, capitalizing on M&A catalysts and sector leaders while avoiding falling knives.