The stock market looked miserable even as oil prices tumbled after the US and Iran dialed back their war. A huge batch of AI-powered earnings and a critical Fed rate decision loom ahead. Will they trigger "the big one"? 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 Ignore Good News 04:10 Why the AI Trade Is Breaking Down 08:45 Fed vs Big Tech: What's the Bigger Risk? 13:30 Real Rates, AI Inflation & the Economy 18:45 Why Growth Is Slowing Faster Than Expected 22:35 Positioning: Gold, Stocks, Bitcoin & the Dollar 📊 tastylive: tastylive.com 📰 Get Tom Preston's pre-market analysis every morning: tastylive.com/newsletters 📘 FREE Options Strategy Guide: tinyurl.com/bp9ms763 📱 Follow tastylive on X: x.com/tastyliveshow #options #trading #investing #finance #stocks #stockmarket #marketanalysis #tradereducation #fina...