In this week’s Macro Mondays, James Brodie, James Todd, and Spyridon Kokas, break down a week of record highs and rising uncertainty. Japan’s new Prime Minister, Senae Takaichi, pledged sweeping stimulus, sending the Nikkei up nearly 5% and the Yen down 2%, as debt fears grew. In Europe, French Prime Minister Lecornu resigned after less than a month, driving Euro weakness and a sell-off in French bonds, now yielding above Italy’s. U.S. data remains scarce amid the government shutdown, with consumer confidence plunging and UBS pegging recession odds at 90%. Gold surged to new all-time high alongside the S&P500, Nasdaq, NVIDIA, and Bitcoin, while silver, platinum and palladium also surged higher; however, Brent struggled near $65/bbl. Bitcoin hit fresh records as liquidity flooded risk assets. With Powell set to speak and four Fed cuts priced in, the team debates whether gold’s relentless rally or the market’s euphoria is telling the real macro story.

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Key highlights include:

✅ New Japanese PM supports more stimulus

✅ Gold, S&P500, Nasdaq & Bitcoin makes new all-time highs

✅ Platinum & Palladium look set to join the uptrend

✅ French PM Lecornu resigns today

✅ EURUSD & French bonds both weaken

📊 Key data releases this week:

📅 Tuesday – NY Fed inflation expectations

📅 Wednesday – Fed minutes

📅 Thursday - Fed Chair Powell speaks

📅 Friday – UMich consumer sentiment data

🕒 This episode was recorded on Monday, the 6th October, 2025 at 11AM BST.

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Recession Fears, Rate Cuts & Record Highs: Inside This Week’s Market Chaos | Macro Mondays

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