In this week’s Macro Mondays, James Brodie is joined by James Todd and Will Cunliffe, as they dive into the latest macro shifts shaking global markets. Trump’s proposed $2,000 “tariff dividend” has injected fresh volatility, lifting gold and equities while raising major concerns around inflation, fiscal credibility, and the Federal Reserve’s next move. At the same time, US layoffs are accelerating, consumer sentiment has plunged to its second-lowest reading ever, and job openings have colla...
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In this week’s Macro Mondays, James Brodie is joined by James Todd and Will Cunliffe, as they dive into the latest macro shifts shaking global markets. Trump’s proposed $2,000 “tariff dividend” has injected fresh volatility, lifting gold and equities while raising major concerns around inflation, fiscal credibility, and the Federal Reserve’s next move. At the same time, US layoffs are accelerating, consumer sentiment has plunged to its second-lowest reading ever, and job openings have colla...
China Cracks, Bank Losses Mount & Recession Risks Rise | Macro Monday
Flux News
44 minutes
3 weeks ago
China Cracks, Bank Losses Mount & Recession Risks Rise | Macro Monday
In this week’s Macro Mondays, James Brodie is joined by James Todd and Spyridon Kokas as they dive into the most recent market shifts. US regional banks are under pressure, while the broader banking sector now holds over $395 billion in unrealised losses tied to bond and securities markdowns. At the same time, US equities are roaring into year-end, with record inflows into tech stocks and margin debt surging to the highest numbers on record. Meanwhile, China’s macro picture cont...
Flux News
In this week’s Macro Mondays, James Brodie is joined by James Todd and Will Cunliffe, as they dive into the latest macro shifts shaking global markets. Trump’s proposed $2,000 “tariff dividend” has injected fresh volatility, lifting gold and equities while raising major concerns around inflation, fiscal credibility, and the Federal Reserve’s next move. At the same time, US layoffs are accelerating, consumer sentiment has plunged to its second-lowest reading ever, and job openings have colla...
