Gold prices have curiously shrugged off hawkish news that might have sent them lower just weeks ago. Is a bottom starting to take shape?
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 Markets Stuck in Neutral
04:30 Oil Rebounds but Bonds Refuse to Break
09:15 Gold, the Dollar & the War Trade Shift
13:50 Fed Rate Expectations vs Falling Inflation Outlook
18:40 Is the AI Boom Creating the Next Slowdown?
23:50 Trading the Coming Shift in Markets
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