Paid Daily · Resources · Ask Plutus
Markets Look the Other Way as Yields Keep Rising. What’s Changed?
NowPress play to follow along0:00 / 22:21
Chapters10 segments · tap to seek
ticker lesson
Breakdown
0:09lesson
Markets trying to break higher despite rising rates
- Stock markets trying to break higher
- Long-term rates continue to rise
- Fed calculus and market concerns
- Focus on NASDAQ and S&P 500
- Momentum divergence noted
2:37lesson
Market resilience amid rate pressure
- Russell still stuck below range top
- Gold, silver, Bitcoin holding
- US Dollar strong
- Euro recovering from intraday fall
- Aussie dollar more constructive
5:05lesson
Economic data and Fed expectations
- ISM service sector report down
- 54.5 vs expected 55
- Employment growth at 50.1
- New orders on pace
- Price component surges
7:45lesson
Contrasting PMI data and Fed outlook
- Services and manufacturing data mixed
- Composite model at growth band
- Services dominate growth
- Manufacturing in contraction
- S&P Global PMI surge
10:29lesson
Fed rate hike expectations shifting
- October rate hike probability down to 25%
- December hike still likely
- Market consensus on 95% chance for December
- Next year's hikes reduced
- Inflation trending toward target
12:58lesson
Inflation trends and GDP forecast
- Three-month inflation at 2%
- Six-month inflation trending lower
- Atlanta Fed GDP model update
- Third quarter GDP forecast lower
- Consumer confidence weak
15:19lesson
Market dynamics and event risks
- Market reducing Fed hike bets
- Tech indices holding up
- Russell sinking due to rates
- AI buildout not offsetting consumer squeeze
- Consumer confidence weak
17:42lesson
Exposure and market outlook
- Long gold, added to Aussie dollar
- Still long pound, waiting on euro
- Short Canadian dollar
- EWZ up 13% on Brazil election news
- FEZ put vertical on Euro Stocks 50
20:03lesson
Silver, TLT, and crude oil outlook
- Silver up 1% but underwater
- TLT call vertical on bond bottom
- Crude oil holding at range bottom
- Time to expiration for silver
- Waiting for meaningful relief
22:14lesson
Closing remarks and future outlook
- Macro Money returns tomorrow
- Comment on YouTube, Elaspac, Blue Sky
- Writing for tasty.com
- Happy trading
- Market dynamics to continue
Informational only — this is tastylive’s content, decoded by Plutus. Not Paid Daily’s advice or a recommendation. The outline, timestamps, and claims are extracted from what the creator said; verify before acting.