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On this episode of On The Tape On this episode of On The Tape, Guy Adami and Liz Young talk about whether to trust the rally (2:00), what economic data is telling us (5:00), why the Fed may have to cut rates sooner than the market thinks it will (11:00), bear market rallies  (15:00), BlackRock’s Boivin Says High Rates Still a Threat to Stock Rally (18:00), the expectation of margin expansion (22:00), and Fed speak this week (25:30). Later, Tom James of TradeFlow Capital Management joins the podcast to discuss his background in commodities and how it translates to TradeFlow (32:45). Connect with Tom James and TradeFlow on LinkedIn. You can also check out Tom’s book https://www.amazon.com/Deep-Space-Commodities-Exploration-Production/dp/3319903020.

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