In this episode of Macro Mondays, James Todd & Edward Hayden-Briffett unpack a high-stakes week in global markets; where rising bond yields, China’s deepening economic slump, and Trump’s provocative economic rhetoric have stirred volatility across assets. As fears of stagflation hit the UK, and the tech rally pushes into bubble territory, markets are bracing for unpredictable shifts ahead.

👉 Contact us about learning & development: OnyxLND@OnyxCapitalGroup.com
👉 Daily updates on Onyx Institute LinkedIn: https://www.linkedin.com/company/onyxinstitute/
👉 Trade with Onyx Markets: onyxmarkets.co.uk
👉 Follow Onyx Institute on LinkedIn: https://www.linkedin.com/company/onyxinstitute/

Key highlights include:
✅ US 30-year bond yield breaks above 5% amid inflation and debt concerns
✅ Trump threatens to fire Powell, push rates to 1%, and open retirement markets to crypto
✅ China’s economic woes deepen- deflation worsens, retail sales fall, property slumps
✅ UK inflation jumps to 3.6% while unemployment ticks up- BOE stagflation risk rises
✅ Nvidia hits fresh highs; is AI becoming a bubble?
✅ Crypto surges-Dogecoin passes $40bn, gold eyes $3,450
✅ Hedge funds short the Russell 2000 at the most aggressive pace since 2022
✅ Lucid Motors rallies +50% on Uber’s $300M robotaxi partnership

📊 Key data releases this week:
📅 Monday – Canadian PPI
📅 Tuesday – Powell speech
📅 Wednesday – US mortgage applications & new home sales
📅 Thursday – ECB rate decision, US jobless claims, Flash PMIs (Australia, Germany, France, UK & US)
📅 Friday – UK retail sales, German IFO business conditions

🕒 This episode was recorded on Monday, the 21st of July, 2025 at 09:45AM BST.

🔔 Subscribe & turn on notifications so you don’t miss out on key market insights

Follow us:
https://linktr.ee/onyxcapitalgroup
YouTube: https://www.youtube.com/@flux_news
LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/
Instagram: https://www.instagram.com/onyxcgroup

CFDs and spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail client accounts lose money when trading in CFDs and spread bets. You should consider whether you understand how CFDs and spread bets work and whether you can afford to take the high risk of losing your money.

Yields Spike, China Slumps & Trump Targets the Fed: Markets on Edge | Macro Mondays

Flux News