Treasury bonds rallied and Fed rate hike bets retreated, but crude oil had nothing to do with it. Softening US data did. Is the economy running out of steam? 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 Bond Yields Finally Find Some Relief 01:20 Stocks Stabilize as Rate Pressure Eases 02:30 Euro Plunges on European Fiscal Stress 04:15 Gold, Silver and Bitcoin Welcome Lower Yields 05:30 Fed Rate Hike Expectations Turn Less Hawkish 07:05 Markets Drop a Third Rate Hike From the Outlook 08:10 ISM Manufacturing Shows Strong Underlying Demand 10:05 Jobs Report Becomes the Critical Fed Test 11:20 Inflation Is Cooling, but Is Growth Cooling Too? 12:40 Consumer Weakness Raises US Recession Concerns 14:00 Positioning: Gold, Bitcoin, Bonds & Short Stocks 📊 tastylive: tastylive.com 📰 Get Tom Preston's pre-market analysis every morning: tastylive....