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...
The Rise and Fall of DFLs: What Margins are Telling us About Crude
Flux News
38 minutes
3 months ago
The Rise and Fall of DFLs: What Margins are Telling us About Crude
In this episode of Flux Insights, Group Head of Research Harry Tchilinguirian, Quantitative Research Associate Harinder Sandhu, and Research Associate Mita Chaturvedi analyse the latest developments in crude oil and refined product markets - including a sharp drop in Brent prices, CTA positioning reversals, and fresh insights from Onyx's proprietary COT data. With technical pressure building across Brent and gasoil futures, the team highlights key support levels, bearish momentum signals, 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...
