Stock Market Soars on US, Iran Deal: Problem Solved? Not So Fast, Says Ilya Spivak

The stock market soared as the US and Iran finally reached a tentative deal to reopen the Strait of Hormuz, but has that solved the core problem troubling traders? tastylive's Head of Global Macro Ilya Spivak warns against premature optimism and previews the key Fed meeting that might tip the sentiment scales this week. 00:00 Markets Celebrate a Breakthrough in the Iran War 02:35 Stocks Rally, But Key Resistance Still Holds 05:05 Oil, Gold and Bonds Send a Different Message 07:45 Why Inflation Risks Haven’t Gone Away 10:10 Central Bank Week: BOJ, RBA and the Fed 12:40 What Markets Expect From Kevin Warsh’s First Fed Meeting 15:05 Rate Hike Expectations Across the Major Economies 17:35 Why the Bond Market Still Expects Higher Rates 20:05 CPI, Services Inflation and the Real Problem 22:50 AI Investment vs Consumer Spending 25:00 Can Stocks Ignore Inflation and Higher Rates? 27:05 Positioning Into the Fed Decision and Market Outlook Helpful links: tastylive: https://www.tastylive.com/ Get Tom's pre-market analysis every morning: tastylive.com/newsletters FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 Follow tastylive on X: https://x.com/tastyliveshow #OptionsTrading #DayTrading #LiveTrading #FuturesTrading #StockMarket #TradingEducation #Investing #MarketAnalysis #TradingStrategy #FinancialEducation 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.