<p>This week’s market narrative is more nuanced than the headlines suggest.</p><p><br></p><p>Inflation cooled again in January, reinforcing soft-landing hopes, while the labor market surprised to the upside with stronger-than-expected job growth. At the same time, AI disruption fears continued to pressure software and tech stocks, driving rotation into value and defensive sectors.</p><p><br></p><p>In this episode, I break down:</p><p><br></p><p>• Why cooling inflation supports stability — but not automatic upside</p><p>• How a resilient labor market affects the Fed’s rate outlook</p><p>• The ongoing repricing in software and AI-related names</p><p>• Why the S&amp;P 500 is stalling below 7,000</p><p>• What sector rotation tells us about liquidity and risk appetite</p><p><br></p><p>The key theme this week isn’t panic — it’s transition. Capital isn’t leaving the market. It’s reallocating.</p><p><br></p><p>As always, I share what I’m watching next and how I’m positioning into the week ahead.</p>