Markets Start the Week Steady—But There’s Tension Under the Surface

Despite geopolitical concerns and a cautious Fed, markets remain resilient. The S&P 500 and Nasdaq are holding up after last week’s pullback, supported by strength in energy, industrials, and defensives. Tech is softening, but there’s no broad breakdown—just more rotation.

Rate cut hopes have cooled, oil is surging again, and bond yields remain stuck in a tight range. In short: it’s not a time to chase. It’s a time to position smartly.

Subscribe to read the rest.