CPI Report & Oil Prices: Will Inflation Fear Sink the Market? скачать в хорошем качестве

CPI Report & Oil Prices: Will Inflation Fear Sink the Market?

Just when cooling oil prices promised a bit of relief to the market, the US CPI report threatens to revive inflation fears. 0:00 Markets wait for the next shoe to drop 0:32 S&P 500 stuck: war-driven gap lower, then total indecision 1:21 Crude oil pinned near $75 as traders wait on Hormuz headlines 2:05 Trump vows safe passage through Hormuz; why oil still won’t fall 2:50 South Korea’s market meltdown shows the inflation fear spreading 3:38 Gold stalls while oil surges: this is about inflation, not just war 4:38 Bonds sell off, yields rise: markets price fewer Fed cuts 5:20 Dollar strength returns as higher yields support the greenback 6:15 Oil-to-CPI lag: why inflation pressure may hit in about a month 7:08 Bloomberg scenarios: what $80–$90 oil could mean for inflation 8:15 Why oil was rising even before the war started 9:14 Iran, Venezuela, and Russian shadow tankers: China supply squeeze 10:23 Even without war escalation, China may face structurally higher oil costs 11:20 ISM manufacturing: strongest output in years, but prices jump 12:32 Fed problem: hot prices + softer labor = policy trap 13:18 Markets still want cuts: 44 bps this year, 19 bps next year 14:18 Why the Fed is still less dovish than markets want 15:06 S&P 500 hasn’t gone anywhere since Powell’s October warning 16:00 Why markets keep begging for cuts: policy uncertainty and no safety net 16:58 Trade-policy volatility remains extreme despite lower headline panic 17:52 AI boom depends on frictionless global trade—and that’s the problem 18:45 Supreme Court tariff shock adds a new layer of uncertainty 19:42 The real question: is the Fed even able to rescue markets now? 20:30 If jobs data stays firm, rate-cut hopes could shrink again 21:20 Why weak jobs might actually be bullish for stocks here 22:05 Positioning update: gold straddle, dollar straddle, still short Bitcoin 23:02 Still positioned for higher yields in the belly of the curve 23:34 Risk-off equity trades remain on: IWM, QQQ, SPY put spreads 24:13 Why oil stays a long even if the war ended today 25:18 Final takeaway: this is China supply risk and inflation, not just headlines 25:55 Wrap-up Helpful links: tastylive: https://www.tastylive.com/ FREE tasytlive Newsletters: https://info.tastylive.com/newsletters FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 Follow tastylive on X (Twitter): https://x.com/tastyliveshow #OptionsTrading #DayTrading #LiveTrading #FuturesTrading #StockMarket #TradingEducation #Investing #MarketAnalysis #TradingStrategy #FinancialEducation tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we’ll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. (“tastylive”) and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims (including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.