From panic lows to fresh highs in a hurry. The update traces the flow acceleration behind the snapback, the tariff-refund liquidity that could follow, and why end-of-cycle risk is worth watching but not yet fearing.
Douglas
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The market has gone from panic to fresh highs in a hurry, and the big question now is whether this snapback rally still has room to run. In this week’s update, I break down the flow acceleration behind the move, why tariff refunds could add another liquidity tailwind in the months ahead, and why I still think end-of-cycle risk is something to watch closely — just not something the market has to fear yet.
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