The blistering stock market rally from Iran war lows stalled as chipmakers powering the move retreated before US and China presidents Donald Trump and Xi Jinping meet for a summit. tastylive's Head of Global Macro Ilya Spivak looks what what's coming next.
00:00 Stocks Pause as CPI Surges & Trump Heads to China
02:00 The AI Melt-Up Still Depends on Chip Stocks
04:30 Oil, Bonds, Gold & Dollar Keep Pricing the War Trade
07:00 Why Markets Care About the Trump–Xi Summit
09:00 AI Investment Is Now Driving US GDP Growth
11:30 China’s Economy: 2026 Export Strength vs Weak Consumer Demand
14:00 Why Both the US & China Need the AI Boom to Continue
16:00 CPI Jumps 3.8% Y/Y as Energy Inflation Accelerates
18:30 Core Inflation & Housing Stay Uncomfortably Hot
20:30 Bond Markets Warn Inflation Could Stay Sticky
22:00 Higher Rates, Higher Risk & Fading Market Conviction
24:00 Why Stocks Suddenly Look Vulnerable Again
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