Claim Ownershiptastylive: Macro Money
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In this brand-new show, tastylive's Head of Global Macro Ilya Spivak covers the economic, geopolitical, and market themes of the day.
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Stocks stopped rising after prices came back within striking distance of record highs while gold dropped, suffering its biggest one-day loss in five years. What's going on? tastylive's Head of Global Macro Ilya Spivak breaks down what price action in equities, bonds, rates, currencies, and commodities seems to be saying about what global markets are thinking, and where they might go next.
The stock market launched a forceful rebound, storming back toward record highs set this month. Was this really the dip to buy, or will the markets struggle to continue higher? tastylive's Head of Global Macro Ilya Spivak explores price action across equities, bonds, currencies, and commodities and considers the forces likely to drive what's next.
Stock markets melted down amid US-China trade war escalation, then seesawed sharply higher. Is the selloff already over or just starting? tastylive's Head of Global Macro Ilya Spivak breaks down two days of violent price action across global markets and considers what is likely to shape what comes next in the week ahead.
A ceasefire in Gaza seemed key as gold and crude oil prices sank, but why did stocks fall too? Is the US dollar really to blame?
tastylive's Head of Global Macro Ilya Spivak breaks down what happened as stocks and gold prices recoiled from record highs together, and previews what's ahead when US consumer confidence data hits the wires.
Stocks dropped before September's FOMC meeting minutes hit the wires as Fed officials sent mixed signals about what comes next. tastylive's Head of Global Macro Ilya Spivak breaks down what price action on Wall Street and across bonds, currencies, and commodities seems to be saying amid Fed rate cut speculation.
Is the US government shutdown secretly good for stocks because the disruption in economic data means markets don't have to see news challenging Fed rate cut bets? tastylive's Head of Global Macro Ilya Spivak weighs up what price action across stocks, bonds, currencies, and commodities seems to be saying as the US government shutdown drags on, then previews the macro event risk lining up to shape what's next.
The Fed tied rate cuts to worries about US jobs. Now, stocks and the dollar hang in the balance as the markets prepare for US employment data to test the central bank's resolve. tastylive's Head of Global Macro Ilya Spivak previews the week ahead and considers how stocks, bonds, rates, currencies, and commodities might fare as flurry of event risk culminates in a much-anticipated update on the US labor market.
Stocks are falling alongside gold prices while the US dollar is back on offense against major currencies. Are the markets finally ready for a trend change? tastylive's Head of Global Macro Ilya Spivak breaks down price action across major markets in the wake of another speech from Fed Chair Powell and cooling US PMI data and considers what this might mean from here.
The Overtime hosts delve into the latest stock sell-off and examine trading strategies to navigate shifting price trends. They consider the case for a turn higher in the US dollar, whether gold prices have topped out, and how a durable risk selloff may happen for no discernable reason.
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