Decode three pivotal forces reshaping global markets in Q3 2025. In this episode of Markets in Minutes, we explore Trump’s reciprocal tariff framework as a form of strategic economic statecraft—blending trade pressure with the GENIUS Act’s potential $2 trillion boost to Treasury demand and the AI Action Plan’s bid to solidify US dominance. We also unpack the Fed’s first policy dissent of 2025, where growing dovish momentum meets a $1 trillion Q3 Treasury borrowing surge—setting the stage for a looming liquidity crunch. Finally, we dissect Big Tech’s Q2 earnings, where real AI monetization has become the new competitive moat: Microsoft and Meta surge ahead, while Apple and Amazon struggle to turn infrastructure into revenue. Our research reveals a moment of deep structural transition, as technology, geopolitics, and monetary shifts converge to redefine the global economic order. https://en.macromicro.me/blog/wefc-you-re-fired-said-the-jobs-report-first --- 🎙️Voice powered by Sayes - an AI-driven voice cloning platform enabling multilingual podcast and content creation rapidly, preserving authentic voice tones and expanding global reach. More info: https://sayes.studio/ -- Hosting provided by SoundOn

Navigate the second half of 2025 with our data-driven analysis of ten critical market indicators. In this episode of Markets in Minutes, we examine Trump's evolving tariff strategy, manufacturing cycle dynamics, inflation trends, and the AI semiconductor boom that's reshaping global trade. Despite headlines suggesting chaos, our research reveals a more nuanced picture: tariff escalation has likely peaked, manufacturing shows resilience rather than collapse, and inflation remains surprisingly contained. Meanwhile, AI-driven demand continues to power semiconductor growth, creating structural support for markets. Get the essential charts and insights you need to distinguish between policy noise and economic reality. Access our exclusive 2025 Key Data Dashboard at MacroMicro for deeper analysis. https://en.macromicro.me/blog/investors-guide-to-2h-2025-10-critical-charts-to-navigate-policy-uncertainty --- 🎙️Voice powered by Sayes - an AI-driven voice cloning platform enabling multilingual podcast and content creation rapidly, preserving authentic voice tones and expanding global reach. More info: https://sayes.studio/ -- Hosting provided by SoundOn

The US S&P 500 Index reached another record high this week. With monetary policy under fire, crypto on the rise, and AI transforming supply chains, the financial world is entering a pivotal phase. This week's WEFC examines the implications of Trump’s Fed pressure, robust U.S. bank earnings, Bitcoin’s breakout, and TSMC’s global expansion. 👉 Join MM Max — visit the WEFC page to download the full PDF presentation. https://en.macromicro.me/blog/wefc-wall-street-keeps-popping-bottles --- 🎙️Voice powered by Sayes - an AI-driven voice cloning platform enabling multilingual podcast and content creation rapidly, preserving authentic voice tones and expanding global reach. More info: https://sayes.studio/ -- Hosting provided by SoundOn

Dollar weakness, Fed tension, and Asia’s monetary divergence—this week’s episode dives into how these forces are colliding to reshape the global financial landscape. The dollar has dropped 10% this year as markets price in rate cuts, even while Fed officials clash over direction and speculation swirls around Powell’s future. Meanwhile, the Israel-Iran ceasefire has stripped away geopolitical premiums, exposing an uneasy macro reality: a faster-than-expected manufacturing slowdown, rising semiconductor overcapacity, and early signs of demand fragility. In Asia, Hong Kong’s peg defense signals a turning point in regional liquidity dynamics—with broader implications for rate-sensitive equities and capital flows. 👉 Join MM Max — visit the WEFC page to download the full PDF presentation. 🎙️Voice powered by Sayes - an AI-driven voice cloning platform enabling multilingual podcast and content creation rapidly, preserving authentic voice tones and expanding global reach. -- Hosting provided by SoundOn

Markets were just catching their breath from cooling inflation—until Israeli airstrikes on Iran sent oil prices soaring and safe havens rallying. This week’s Markets in Minutes unpacks how rising Middle East tensions reignited inflation fears just as the Fed, BOJ, and BOE head into a critical policy week. Will central banks respond with caution—or retreat? From spiking crude to central bank signals, get the week’s biggest macro shifts in just a few minutes—clear, concise, and data-backed. 👉 Join MM Max — visit the WEFC page to download the full PDF presentation. https://en.macromicro.me/blog/wefc-match-or-candle-it-all-burns-israel-launches-strike-on-iran Note: The audio in this video was generated by Gemini and NotebookLM. -- Hosting provided by SoundOn

WEFC | Billion-dollar Melt-Up We are the MacroMicro Research team, here to unpack our weekly economic and financial commentary titled "Billion Dollar Melt-Up Meets Billionaire Meltdown." This episode explores three interconnected global financial shifts: the great decoupling in bond markets with diverging central bank policies, America's twin deficits and the Triffin Dilemma testing the dollar's dominance, and the US labor market slowdown linked to tariff uncertainty. We discuss the systemic risks of Japan's tightening policy, the enduring supremacy of US Treasuries despite challenges, and how these macro forces create "strategic paralysis" for businesses. Tune in for critical insights shaping global markets and policy decisions. 👉 Join MM Max — visit the WEFC page to download the full PDF presentation. https://en.macromicro.me/blog/wefc-billiondollar-meltup-meets-billionaire-meltdown Note: The audio in this video was generated by Gemini and NotebookLM. -- Hosting provided by SoundOn

WEFC | TACO Tuesday, Every Day? Wall Street Weighs Trump’s Tariff Bluff 🌮 Markets have a new term for an old pattern: the “TACO” trade—“Trump Always Chickens Out”—Bold tariffs, followed by softer follow-through. This week’s WEFC dives into why that strategy is under scrutiny. After a court ruled some Trump-era tariffs overreached legal limits (only to be reinstated a day later), Trump doubled down—announcing 50% steel and aluminum tariffs effective June 4. The EU responded with a warning: strike a deal by July 14, or face retaliation. 👉 Join MM Max — visit the WEFC page to download the full PDF presentation. https://en.macromicro.me/blog/wefc-taco-tuesday-every-day-wall-street-bets-on-trump-s-tariff-retreats -- Hosting provided by SoundOn

Last week, major global stock indices experienced declines. In addition to renewed tariff threats from Donald Trump, government bond yields across several countries rose notably. The yield on the U.S. 30-year Treasury surpassed the 5% threshold, while Japan’s 30-year bond yield climbed to 3.2%, setting a new record high. Is the bond market brewing a new storm? How should investors position themselves in this changing landscape? Find out more in this week’s WEFC analysis. 👉 Join MM Max — visit the WEFC page to download the full PDF presentation. -- Hosting provided by SoundOn

Moody’s downgraded the U.S. credit rating from Aaa to Aa1, citing rising debt, high interest costs, and long-term fiscal risks. Following earlier downgrades by S&P (2011) and Fitch (2023), the U.S. has now lost AAA status across all major rating agencies. The move triggered a spike in the 30-year Treasury yield to 5% and widened CDS spreads, reflecting growing market concern. Should we worry about a looming U.S. debt crisis? What does this mean for your investments? -- Hosting provided by SoundOn