Market Structure is Fueling an Inflation Trap | Weekly Roundup
Published: April 16, 2026
Duration: 37:18
Markets are ripping higher, but something underneath feels increasingly disconnected from reality.
This week, we break down the growing dominance of flows, derivatives, and policy over fundamentals, and what that means for how markets actually move.
We explore extreme positioning, retail chasing, sticky inflation, policy incentives into midterms, and why capital markets may be losing integrity in an environment driven by liquidity and narrative rather than fundamentals. Enjoy!
TIMESTAMPS:
00:00 Intro
03:20 Historic Rally, Broken Market
06:09 Dollar...