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In this half-hour segment, Sahil, from the Research Team discusses many current market trends and signals, particularly the evolving definitions of low implied volatility. He highlights that despite the S&P 500 reaching all-time highs, a significant number of stocks are underperforming, indicating a top-heavy market. The MAG-7 stocks, especially NVIDIA (NVDA) and Microsoft (MSFT), dominate market contributions, exacerbating this trend. Sahil also examines treasury yields and currency trends, suggesting that despite rising interest rates, market sentiment remains bullish, bolstered by strong earnings and hopes for rate cuts.
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