US jobs data looms large as traders try to figure out what tough talk from Kevin Warsh and scare tactics from Scott Bessent really mean for markets. 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 Take a Strange Turn Ahead of Jobs Data 02:25 Stocks Rally as Risk Appetite Returns 04:00 Treasury Draws a Line Under Long-Term Bond Yields 07:05 Bonds, Gold and Stocks Rally Together 09:15 Oil Complicates the Falling Rate Expectations Story 11:00 Strong ISM Services Data Fails to Move Markets 13:00 Inflation Pressures Rise, but Fed Bets Barely Budge 15:00 Yen Intervention May Be Driving the Market 16:30 Jobs Report Will Test the Market’s Reaction Function 17:45 Positioning: Long Gold, Silver, Bitcoin & Bonds 📊 tastylive: tastylive.com 📰 Get Tom Preston's pre-market analysis every morning: tastylive.com/newsletters 📘 FREE Options Strate...