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Macro Mondays | REPLAY | Trump’s Tariff Moves, DeepSeek’s Disruption, and Global Market Volatility | 27|01|25

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Manage episode 463406580 series 2660211
Content provided by Onyx Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Onyx Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Join us this Monday at 12:30 PM UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week.

Key Highlights:

  • DeepSeek's Disruption: U.S. tech stocks tumble as DeepSeek's cost-effective AI model challenges the dominance of advanced chip manufacturing, sending Nasdaq down 3.4%. Nvidia faces a -5% open.
  • Trump's Tariffs: A 25% tariff on Canada and Mexico starting February 1st rattles markets, alongside calls for immediate interest rate cuts.
  • China PMI Weakness: Manufacturing PMI drops to 49.1 (est. 50.1), signalling deeper deflationary risks, while services PMI weakens further.
  • Global Housing Slump: U.S. mortgage demand hits a 30-year low as inventories surge, and home sales collapse. Housing is set to dominate the 2025 economic narrative.
  • Market Volatility: Bitcoin's wild swings see risk near $91,370, gold eyes new all-time highs targeting $2,790, and copper surges but faces resistance.
  • Europe's Struggles: Germany slashes its GDP growth forecast for 2025 and 2026, while France plans spending cuts amidst weakening PMIs.

Key Data Releases This Week:

  • Monday: U.S. New Home Sales
  • Tuesday: Durable Goods Orders, Consumer Confidence
  • Wednesday: U.S. Federal Reserve Meeting
  • Friday: Core PCE Inflation, Employment Cost Index

Tune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don’t miss it!

#MacroMondays #GlobalMarkets #DeepSeek #TrumpTariffs #USTechStocks #Bitcoin #Gold #Copper #HousingMarket #PMIData #ChinaEconomy #GermanyGDP #FranceEconomy #Nasdaq #InterestRates #MarketVolatility

  continue reading

249 episodes

Artwork
iconShare
 
Manage episode 463406580 series 2660211
Content provided by Onyx Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Onyx Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Join us this Monday at 12:30 PM UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week.

Key Highlights:

  • DeepSeek's Disruption: U.S. tech stocks tumble as DeepSeek's cost-effective AI model challenges the dominance of advanced chip manufacturing, sending Nasdaq down 3.4%. Nvidia faces a -5% open.
  • Trump's Tariffs: A 25% tariff on Canada and Mexico starting February 1st rattles markets, alongside calls for immediate interest rate cuts.
  • China PMI Weakness: Manufacturing PMI drops to 49.1 (est. 50.1), signalling deeper deflationary risks, while services PMI weakens further.
  • Global Housing Slump: U.S. mortgage demand hits a 30-year low as inventories surge, and home sales collapse. Housing is set to dominate the 2025 economic narrative.
  • Market Volatility: Bitcoin's wild swings see risk near $91,370, gold eyes new all-time highs targeting $2,790, and copper surges but faces resistance.
  • Europe's Struggles: Germany slashes its GDP growth forecast for 2025 and 2026, while France plans spending cuts amidst weakening PMIs.

Key Data Releases This Week:

  • Monday: U.S. New Home Sales
  • Tuesday: Durable Goods Orders, Consumer Confidence
  • Wednesday: U.S. Federal Reserve Meeting
  • Friday: Core PCE Inflation, Employment Cost Index

Tune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don’t miss it!

#MacroMondays #GlobalMarkets #DeepSeek #TrumpTariffs #USTechStocks #Bitcoin #Gold #Copper #HousingMarket #PMIData #ChinaEconomy #GermanyGDP #FranceEconomy #Nasdaq #InterestRates #MarketVolatility

  continue reading

249 episodes

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