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...
Diesel in Overdrive, Gasoil Surges & Strategic Trade Plays | Trading Corner
Flux News
18 minutes
4 months ago
Diesel in Overdrive, Gasoil Surges & Strategic Trade Plays | Trading Corner
In this of Trading Corner, hosts Manny and James dissect the extraordinary strength in the gasoil market and unravel the mechanics behind dislocations across the barrel. From front spreads hitting unprecedented highs to refinery margins soaring amid tight diesel supplies, Manny and James explore why the usual summer seasonality is failing to materialise. They examine the knock-on effects on crude, particularly the puzzling weakness in prompt physical markets despite bullish futures curves and...
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...
