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...
All content for Flux News is the property of Onyx Capital Group and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
Distillate Frenzy, Fuel Oil Crash, and China’s Crude Grab | Flux News Show
Flux News
49 minutes
4 months ago
Distillate Frenzy, Fuel Oil Crash, and China’s Crude Grab | Flux News Show
In this week’s episode of the Flux News Show, Harry Campion-Evans steps in for Group CEO Greg Newman and joins Harinder Sandhu and Vincent Wu to dissect the shifting tides in global oil markets. The team kicks off with a bullish shift in market fundamentals, driven by strong open interest in Brent options, rising refinery margins, and the impact of U.S. sanctions rhetoric. They then dig into the distillate rally, where July–August gas oil spreads hit their highest levels since the Russian inv...
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...