Morning Dose #348: Relief Bounce or Real Move? Oil, Yields, and a Dry Scan – Tuesday 9/29/2026

Episode summary

Futures bounce after a brutal Monday, but breadth remains dangerously thin at just 19.29% of stocks above their 40-day average. The hosts break down September’s mega-cap mirage — where headline S&P gains masked an equal-weight decline — and lay out the exact WTI and 10-year yield levels that will determine whether today’s rally holds or fades.