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Macro Mondays | REPLAY | Trump’s Tariff Moves, DeepSeek’s Disruption, and Global Market Volatility | 27|01|25
Manage episode 463406580 series 2660211
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
249 episodes
Manage episode 463406580 series 2660211
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
249 episodes
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