Playback speed×Share postShare post at current time0:00/Advanced Topics episodeThe full episode is only available to Advanced Topics subscribersSubscribe to watchThe Fed May Be About To Embark On Major Regime Shift- Advanced TopicsMichael J. KramerJan 30, 2026∙ Paid31ShareThis post is for subscribers in the Advanced Topics planUpgrade to Advanced TopicsAlready in the Advanced Topics plan? Sign inNavigating The MarketSubscribeAuthorsMichael J. KramerRecent PostsThe Market Isn’t Sure What The Fed Will Do, And Earnings Positioning Leans Lower13 hrs ago • Michael J. KramerThe Semiconductor Unwind Continues, And CDS Spreads Suggest It Isn't Over Jul 28 • Michael J. KramerCredit Keeps Repricing The AI Complex As The Market Rotates From Semis Into SoftwareJul 27 • Michael J. KramerMegaCap Options Positioning PreviewJul 24 • Michael J. KramerRising Real Rates Do The Tightening - Advanced TopicsJul 24 • Michael J. KramerRates Are Rising Globally As Dollar Breaks Out, and Stocks SinkJul 23 • Michael J. KramerNVIDIA Props Up The Index While CDS Spreads Widen Across The AI Names Jul 22 • Michael J. KramerSemis Power A Lopsided Rebound As Rates And The Dollar Push Higher Jul 21 • Michael J. Kramer
