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.

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Key highlights include:

✅ Trump hits EU & Mexico with new 30% tariffs

✅ China's deflation worsens, but exports hit records

✅ Bitcoin, Silver & Copper surge as "fast money" rotates into metals

✅ Amazon Prime Day sales plunge 41%

✅ Goldman’s High-Beta Momentum Basket suffers worst drop since Feb 2023

✅ Nvidia hits $4T market cap; valuation risks mount

✅ and more!

📊 Key data releases this week:

📅 Tuesday – US CPI, China house price index, China GDP & retail sales, German ZEW

📅 Wednesday – US PPI, UK inflation & retail sales

📅 Thursday – US retail sales, Australian & UK employment

📅 Friday – US Michigan consumer sentiment, Japanese inflation

This episode was recorded on Monday, the 14th of July, 2025 at 11:00AM BST.

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Tariffs, Tumbles & Trillion-Dollar Tech: Markets at a Crossroads | Macro Mondays

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