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Two Inflation Shocks Hit at Once and the Fed Is Now Behind

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Breakdown

0:11WTI· ticker

Crude oil rebounds above $88 after Iran negotiations

  • Crude oil rebounds above $88
  • US walks out of Iran negotiations
  • Iran demands full sanctions relief
  • Meeting with Gulf allies derailed
  • Washington balks at resolution
2:50Dollar· ticker

Dollar higher as Fed hawkishness rises

  • Markets respond to inflation and policy
  • 68% chance of October rate hike
  • December likely to hold
  • January and April near certainty
  • Second half of next year third hike
5:28S&P 500· ticker

S&P 500 retreats into congestion level

  • Index retreats from chart barrier
  • Congestion level being overcome
  • Rally at start of week failing
  • Nasdaq holds upside bias
  • Russell 2000 spooked by inflation
8:01Meta· ticker

Meta's news fuels AI infrastructure demand

  • Meta's news fuels AI infrastructure demand
  • Positive news from tech side
  • Nasdaq holds break from earlier week
  • Signs of overheating in tech sector
10:28TLT· ticker

TLT struggles to hold key levels

  • TLT scraping low levels
  • Positive divergence on RSI
  • Bonds sinking as rates surge
  • Long-end maturities under pressure
10:29Gold· ticker

Gold holds range despite losses

  • Gold down almost 2%
  • Still holding its range
  • Silver down 4%
  • Dollar debasement dynamics
  • Trimmed exposure by a third
10:30Bitcoin· ticker

Bitcoin holds price despite dollar strength

  • Bitcoin price holding despite dollar strength
  • Break higher challenged
  • Still long Bitcoin
  • Trimmed exposure by a third
10:31EUR· ticker

Euro as dollar proxy shows strength

  • Euro as stand-in for dollar direction
  • Long position flipped over
  • Euro showing strength
  • Dollar sharply higher
10:32lesson

Inflationary pressures and Fed policy response

  • Blistering PMI numbers
  • Service input costs surge
  • Inflationary demand
  • Market pricing in hawkish Fed
  • Departure from Fed projections
10:33lesson

Market positioning and trade strategies

  • Long gold until break
  • Long Bitcoin
  • Short Russell 2000
  • Long silver
  • Short S&P 500

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