Will the Stock Market Melt if the US Economy Heats Up? скачать в хорошем качестве

Will the Stock Market Melt if the US Economy Heats Up?

Will the stock market melt down if the US economy heats up, banishing traders' hopes for Fed rate cuts? All eyes turn to PMI data to find out. tastylive's Head of Global Macro Ilya Spivak breaks down why the markets still want the Fed to cut despite surging oil prices, why January's FOMC minutes are pulling in the opposite direction, and how this threatens markets. Ilya has over 15 years in trading strategy roles. He applies a top-down approach seeking to take advantage of big thematic moves in currencies, commodities, rates and equity indices. 00:00 Macro Risk Is Out of the Way — So What’s Wrong Now? 01:10 Markets Stalled: No Conviction in Stocks or Dollar 02:15 Crude Oil Surges on Iran Tensions 03:30 January FOMC Minutes: Unmistakably Hawkish 04:45 Fed Signals Fewer Risks to Employment 05:45 Inflation Outlook Revised Higher 06:40 Powell Staying Until Confirmed Successor 07:45 Why Fed Leadership Politics Matter 09:00 Jobs Data: Strong Headline, Ugly Revisions 10:20 Inflation Breakdown: Energy Doing the Work 11:40 Oil’s Structural Risk vs One-Off Spikes 13:00 China’s Energy Supply Squeeze 14:20 Bond Market Inflation Expectations Rising 15:30 Growth Surprises: Economic Data Beating Forecasts 16:40 PMI Preview: U.S. Growth Still Firm? 17:50 Markets Still Pricing Two Cuts 18:50 Fed Says One — Data Sides With the Fed 19:50 Why Markets Want “Insurance” Cuts 21:00 S&P Stuck Since October: Policy Conflict 22:10 What Happens If PMI Beats? 23:10 Positioning Update: Gold, FX, Oil & Risk 24:10 The Vulnerability if Markets Are Wrong 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.