In this week’s Macro Mondays, Will Cunliffe is joined by Spyridon Kokas and Harinder Sandhu to break down a high-volatility week in global markets. Silver surged to historic levels, driven by mounting physical supply constraints and intensifying demand from ETF flows. Meanwhile, Donald Trump reignited the US-China trade war, threatening sweeping new tariffs on Chinese exports just as China unveiled a retaliatory shipping surcharge that escalates over the next three years. This discourse has reopened the concerns over global supply chains, inflation, and US economic credibility.

Across markets, the S&P 500 tumbled 2.7% on Friday but futures rebounded early Monday. Bitcoin dropped $20,000, platinum tested decade highs, and Brent crude continues to whipsaw on shifting geopolitical and trade dynamics.

It's a packed week of data ahead from inflation prints to central bank speeches, stay tuned for next weeks episode for more updates.

Key highlights include:

✅ Silver hits record highs on physical squeeze

✅ Trump threatens sweeping new China tariffs

✅ US–China trade tensions escalate

✅ S&P 500 volatility returns

✅ Platinum joins precious metals rally

✅ Brent crude rangebound on geopolitical noise

✅ Bitcoin drops $20k

📊 Key Data releases this week:

📅 Monday – India September Inflation Rate

📅 Tuesday – Powell, Waller, Collins speeches; UK Unemployment; EA Economic Sentiment

📅 Wednesday – China Inflation, Japan & EA Industrial Production, France/Spain CPI

📅 Thursday – UK GDP, Japan Machinery Orders, Philly Fed

📅 Friday – EA Inflation, US Industrial/Manufacturing Production

🕒 This episode was recorded on Monday, the 13th of October, 2025 at 11AM BST.

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

YouTube: https://www.youtube.com/@flux_news

LinkedIn: https://tinyurl.com/345jummr

X: https://x.com/FluxEnergyNews

Instagram: https://www.instagram.com/onyxcgroup/

Silver Soars, Trump Reignites Trade War & Markets Brace for Volatility | Macro Monday

Flux News