Markets Conditioned for the TACO Trade, Potential End to QT Adds Tailwind for Crypto
Oct 14, 2025
Discussed in today's video:
Encouraging follow-through after Sunday’s bounce: Markets shrugged off China’s retaliatory remarks overnight, with buyers stepping in at the U.S. open to reclaim most of the lost ground. The intraday recovery reinforced the view that sentiment remains constructive and dips are being bought. Negotiation cycle turning constructive: Trump’s shift from hardline tariff threats to conciliatory rhetoric suggests we’ve moved from the “go-nuclear” phase to the “make-peace” stage in U.S.–China negotiations. Market conditioned for the “...