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

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.   👉 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: ✅ 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.   🔔 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/ TikTok: https://www.tiktok.com/@onyxcgroup 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.