Stocks, Crude Oil, and the Dollar: Will This Block Fed Rate Cuts?

Описание: Stocks fell and the US dollar rose as surging crude oil prices spooked the markets. Will this block Fed rate cuts?

tastylive's Head of Global Macro Ilya Spivak breaks down how the markets reacted to US CPI data, then previews incoming PPI inflation numbers and explains how the geopolitics of crude oil tie it all together.

Ilya has over 15 years in trading strategy roles. He applies a top-down approach seeking to take advantage of big thematic moves in currencies, commodities, rates and equity indices.

0:00 CPI Day Recap: Did Inflation Move the Markets?
1:25 Market Reaction: Stocks Hold, Yields Dip, Oil Surges
3:30 CPI Breakdown: Headline vs Core & Services Dominance
5:40 Why This CPI Looked “Normal” After Shutdown Distortions
7:45 Cleveland Fed Nowcast: Disinflation Still Ahead?
9:50 Initial CPI Reaction — Then the Market Reverses
12:00 The Real Catalyst: Crude Oil Breaks to 3-Month Highs
14:20 Oil & CPI: Why Energy Can Reignite Inflation Fast
16:35 China, Venezuela, Iran & the New Oil Supply Shock
19:05 PPI Preview: Margin Squeeze & Tariff Pass-Through Risk
21:30 Fed vs Markets: Oil Complicates Rate Cut Math
23:40 Why Stocks Are Stuck: Cuts Priced, Fed Pushback
25:30 Positioning: Long Oil, Gold, USD — Short Risk
27:45 Final Thoughts & Show Schedule

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