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Every week, the research team provides three trade ideas backed by hard data science! Find out where the opportunities lie!
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Stocks fell, looking past big tech earnings and easing US-China tensions, after a forceful Fed Chair Powell shocked the markets. Has speculative appetite finally broken? tastylive's Head of Global Macro Ilya Spivak explores how Wall Street found a way to look past big-name tech earnings reports to focus on the Fed, and what the markets may do next.
Did the Fed just break the stock market? Chair Powell surprised traders with new guidance, and they did not like it one bit. What happened, and what does it mean from here? tastylive's Head of Global Macro Ilya Spivak breaks down the FOMC monetary policy announcement and why the markets swooned as Powell spoke at the press conference following the rate decision, then considers what stocks, bonds, currencies, and commodities might do next.
As stock markets face the Fed again with a rate cut all but assured, is there nothing left to gain for them in that outcome, and everything to lose thereafter? tastylive's Head of Global Macro Ilya Spivak considers whether Wall Street is fully priced for perfection near record highs ahead of the incoming FOMC rate decision, and whether that makes markets vulnerable.
Is the stock market too optimistic about China, corporate earnings, and the Fed? Wall Street is setting new record highs and the question seems to be "what could go even more right?" tastylive's Head of Global Macro Ilya Spivak discusses the US-China trade war and previews the upcoming FOMC rate decision. Are stocks vulnerable to a "buy the rumor, sell the fact" response to these vent risks if markets are already priced for perfection?
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.
Tech stocks continue pushing markets higher with the Magnificent Seven leading momentum. We analyze Amazon's potential upside, Tesla's upcoming event expectations, and the puzzling strength in gold and silver despite rising yields. Plus, Bitcoin breaks out of its range and Japanese markets react to surprise leadership changes.
AMD shares surged on a new partnership with OpenAI, highlighting how the still-private AI company continues to move public markets. Similar deals have recently boosted Nvidia and Oracle, demonstrating AI's lasting market impact rather than being a passing trend.
Fifth Third Bancorp announced an all-stock acquisition of Comerica, creating the 11th largest U.S. bank by assets. The merger represents ongoing consolidation in the regional banking sector as institutions position themselves for potential interest rate cuts.
Tesla teased a new product launch coming within 24 hours, with speculation focusing on a lower-cost vehicle model. The stock rebounded after falling last week following monthly sales data, with options volatility spiking ahead of the announcement.
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