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...
This week on Macro Mondays, the team breaks down a packed week in global markets - from Trump’s new trade deal with China and growing military tension in Venezuela, to the Fed’s pivot away from quantitative tightening amid record US debt. James Todd, Will Cunliffe,and Spyridon Kokas explore whether the AI boom led by OpenAI and NVIDIA is turning into a bubble, why Buffett’s $380B cash pile signals caution, and how Europe’s stagnation and rising oil volatility could shape markets ahead. Plus, ...
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...
