In this week’s Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends shaping global markets. With US data delayed after the government shutdown, early indicators point to rising recession risk, weaker labour markets, and falling consumer confidence. AI stocks face renewed volatility as major tech names correct sharply, while Japan’s yields surge and China continues to slow. Commodities stay mixed—gold and copper hold firm, oil trades in a tight range, ...
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In this week’s Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends shaping global markets. With US data delayed after the government shutdown, early indicators point to rising recession risk, weaker labour markets, and falling consumer confidence. AI stocks face renewed volatility as major tech names correct sharply, while Japan’s yields surge and China continues to slow. Commodities stay mixed—gold and copper hold firm, oil trades in a tight range, ...
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, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends shaping global markets. With US data delayed after the government shutdown, early indicators point to rising recession risk, weaker labour markets, and falling consumer confidence. AI stocks face renewed volatility as major tech names correct sharply, while Japan’s yields surge and China continues to slow. Commodities stay mixed—gold and copper hold firm, oil trades in a tight range, ...
