Hawkish Central Banks, Energy Shock, Synchronized Tops, Mega Caps Crack

I’ve got a bunch to unpack and share with you. It doesn’t all snap together into one neat, cohesive big picture just yet. Some pieces might even look contradictory at first glance. That’s because we’re dealing with multiple time horizons (near-term moves, medium-term shifts, and the longer-term macro setup), all playing out in an extremely…