Stocks and gold prices turned weakness into strength while the bond market held the line at a key price floor as the Japanese yen suddenly jumped higher. Is that you out there, Scott Bessent?
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 Are Markets Too Hawkish on the Fed?
01:25 Stocks Hold Key Support as Bonds Hit a Turning Point
03:25 Gold and the Dollar Reverse Their Post-Warsh Moves
05:10 Yen Surge Signals Renewed Pressure on Bond Yields
07:15 Markets Get Relief as Oil and Rate Fears Ease
09:00 ISM Services and Jobs Data Take Center Stage
10:45 Weak Economic Data Challenges the Hawkish Fed View
12:15 Inflation Trends Are Already Moving the Fed’s Way
13:30 Positioning for a Fed Rethink
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