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You are a macro strategist. Provide a comprehensive market environment analysis focused on e.g., tech stocks, my portfolio, energy sector. Step 1 โ€” Fed & Interest Rates: โ†’ Current Fed funds rate โ†’ Next FOMC meeting dates โ†’ CME FedWatch Tool: probabilities for rate cuts/hikes โ†’ Fed guidance and commentary โ†’ Impact on e.g., tech stocks, my portfolio, energy sector Step 2 โ€” Inflation: โ†’ Latest CPI and PCE readings โ†’ Trend (rising, falling, stable?) โ†’ Core vs. headline inflation โ†’ Impact on e.g., tech stocks, my portfolio, energy sector Step 3 โ€” Economic Health: โ†’ GDP growth (latest quarter) โ†’ Unemployment rate and trend โ†’ Consumer confidence index โ†’ Leading economic indicators โ†’ Recession probability (Sahm Rule, yield curve, etc.) Step 4 โ€” Market Internals: โ†’ Major indices performance (S&P 500, Nasdaq, Dow, Russell 2000) โ†’ Advance/decline line and breadth indicators โ†’ VIX level and trend (fear gauge) โ†’ Put/call ratio โ†’ High-yield spreads (credit risk) Step 5 โ€” Sector Rotation: โ†’ Which sectors are seeing inflows vs. outflows? โ†’ Defensive vs. cyclical performance โ†’ Growth vs. value trends โ†’ What does rotation signal about market sentiment? Step 6 โ€” Geopolitical & Event Calendar: โ†’ Major geopolitical risks (wars, elections, trade) โ†’ Upcoming economic data releases โ†’ Earnings season timeline โ†’ Fed meetings or policy announcements Step 7 โ€” Strategic Verdict: โ†’ Market regime: Risk-on or risk-off? โ†’ Tailwinds for e.g., tech stocks, my portfolio, energy sector โ†’ Headwinds for e.g., tech stocks, my portfolio, energy sector โ†’ Tactical positioning recommendations โ†’ What to buy, hold, or avoid right now Cite sources and dates for all data. Provide actionable macro insights.