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...
Tariffs, Tumbles & Trillion-Dollar Tech: Markets at a Crossroads | Macro Mondays
Flux News
36 minutes
4 months ago
Tariffs, Tumbles & Trillion-Dollar Tech: Markets at a Crossroads | Macro Mondays
In this episode of Macro Mondays, James Brodie, James Todd & Will Cunliffe unpack the latest macro crosscurrents dominating global markets—from record-breaking equity rallies to deepening economic strains in China and the U.S., and a major resurgence in precious metals and crypto. As global trade tensions escalate and monetary policy remains uncertain, markets are grappling with mixed signals and elevated volatility. 👉 Contact us about learning & development: OnyxLND@OnyxCapita...
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...
