Gold and the US dollar are screaming that the Fed will fall short of the markets' rate hike expectations. Will Fed Chair Warsh play along, and will stocks manage to hold up if the central bank retreats? 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 Fed Policy Returns to Center Stage 02:30 Stocks Test Support as Nasdaq Looks Soggier 05:00 New Iran Sanctions Get a Muted Market Reaction 07:15 Bonds Try to Bottom After Treasury Intervention 09:25 Gold and the Dollar Await the Next Fed Signal 12:10 PCE Inflation and Jackson Hole Take Center Stage 15:15 Markets Lose Conviction in Fed Rate Hikes 18:05 Weak US Data Challenges the Tightening Outlook 20:40 Why Strong PMI Data Barely Moved the Market 22:25 Positioning: Long Gold, Silver & Bonds; Short Stocks 📊 tastylive: tastylive.com 📰 Get Tom Preston's pre-market analysis every morning: tastyl...