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, ...
The Death of Options, the Rise of Physical: Oil’s Summer Shift
Flux News
1 hour
4 months ago
The Death of Options, the Rise of Physical: Oil’s Summer Shift
In this week’s episode of the Flux News Show, Greg Newman, Harry Campion-Evans, and Mita Chaturvedi break down why middle distillates like diesel are defying the trend and driving oil markets. They dive deep into the distillates rally, unpacking how chronically low stocks, disjointed refining activity, and CTA-led momentum flipped what looked like a stop-out into a full-blown bull run. Meanwhile, soaring diesel-led margins and rare summer tightness in the physical market are reshaping t...
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, ...
