Will inflation break the stock market? Incoming US CPI data may show there is a bigger problem here than just spiking oil prices.
tastylive's Head of Global Macro Ilya Spivak looks at price signals in stocks, bonds, crude oil, gold, and the US dollar to decipher what the markets may do next.
00:00 Stocks Stall as Oil Surges Again
04:30 The War Trade Returns: Oil, Bonds, Gold & the Dollar
09:20 CPI Preview: Is Inflation Really Cooling?
14:10 AI Demand vs Oil Shock: The Two Inflation Stories
19:40 Fed Rate Hikes, GDP & Global Growth Risks
24:40 Positioning Ahead of CPI and the Fed
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