Macro Mondays LIVE | Broken Europe? The German Economic Data says "Yes"

World of Oil Derivatives

Greg Newman에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Greg Newman 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 25:18

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All Chinese data is coming out weaker than expected, with unemployment rising to 5.3% and the economy entrenched in deflation with the GDP deflator declining for its fifth consecutive quarter. The Chinese CS300 equity index is trading at it's lowest level since 2019, and property shares have declined by over 90% in just 4 years.
James Brodie and James Todd focus on the upcoming Federal Reserve meeting; will they cut 25bp or 50bp? They also investigate the betting odds for Trump and Harris in regard to the upcoming election, and also discuss the weak sentiment for U.S. small business. A NFIB small business survey showed the second-lowest reading since 1985, where only the GFC was worse.
Onto commodities, gold made an all-time high, reaching $2,466. Meanwhile, USDJPY and the U.S. 2-year bond yield make new cycle lows.
Key data releases this week:
Monday- NY Empire manufacturing data
Tuesday - U.S. retail sales, Cad inflation
Wednesday - U.S. Fed FOMC rate decision
Thursday - Aussie employment, BOE rate decision
Friday - BOJ rate decision, UK & Cad retail sales

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