Will Stocks Flop as the Fed Drags Its Feet on Rate Cuts? скачать в хорошем качестве

Will Stocks Flop as the Fed Drags Its Feet on Rate Cuts?

Will stock markets tip over amid worries about the Fed dragging its feet on rate cuts? FOMC meeting minutes are in focus. tastylive's Head of Global Macro Ilya Spivak explains why Wall Street is in a dour mood despite seemingly upbeat earnings news and considers what may happen if traders' Fed rate cut hopes are disappointed. 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 Weird Start to the Week: Markets Going Nowhere 01:30 Stocks Slide Despite Strong Earnings 03:10 Yields Drop, Oil Holds Range, Gold Firms 04:30 Japan Election & Stronger Yen 05:40 Tech Earnings Up 30% — So Why the Selloff? 07:00 Jobs Report: Strong Headline, Ugly Revisions 09:00 2024–2025 Payrolls Slashed Lower 10:30 CPI: Encouraging on the Surface 12:00 Core vs Headline Breakdown Explained 13:15 Energy Did the Heavy Lifting 14:30 Oil Rally Threatens the Disinflation Story 16:00 China’s Energy Supply Problem 17:20 Oil-to-CPI Lag & Inflation Expectations Rising 18:45 Markets Still Pricing Two Cuts 19:45 Fed Says One — Minutes in Focus 21:00 Powell’s Message: No Urgency to Cut 22:15 Why Stocks Are Stuck Below October Highs 23:30 Trade Uncertainty & AI Supply Chain Risk 24:50 Positioning Update: FX, Oil, Crypto & Risk 26:00 What Could Move Markets Next? 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.