Oil is Up Again But Inflation Bets Won't Follow. That's a Red Flag.

Crude oil is up again, but market inflation expectations have stopped tracking it. The last time that happened, a growth scare followed. Is another one ahead? 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 Interest Rates Take Center Stage Ahead of CPI and Bank Earnings 01:15 Oil Surges on Renewed Middle East Attacks 02:35 Gold and Silver Struggle as Inflation Risks Return 04:00 Nasdaq Slips as Chinese Chip Competition Rattles AI Stocks 05:35 Bond Markets Signal a Potential Turning Point 07:15 Is AI Spending Driving Long-Term Interest Rates Higher? 09:00 Consumer Confidence Plunges Toward Record Lows 11:00 Slowing US Growth Raises Recession Concerns 12:45 Oil and Inflation Expectations Signal a Growth Scare 14:35 CPI and PPI Inflation Reports Put the Fed to the Test 16:20 Retail Sales and Fed Chair Warsh Become Key Catalysts 18:00 Markets Still Expect More Rate Hikes Than the Fed 19:45 Cooling Core Inflation Could Trigger a Fed Repricing 21:35 Positioning: Long Gold, Bonds & Oil; Short Stocks 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom Preston's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow #options #trading #investing #finance #stocks #stockmarket #marketanalysis #tradereducation #financialeducation #tastylive tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.