The Micro Podcast on Macro that matters to markets

Moving on from Trump cabinet appointments to policy the Trump Administration will pursue. I focus on two areas Tariffs and Ukraine - i look at likely policy choices and implications. 

Then i discuss the real impact of the US Nov 21 massive sanctions on Russia's financial network. Why it makes it hard for Europe to keep cheating on Russian oil and paying for it. Ruble down 4% against the USD with more to come.

Then I discuss why the spat between Iran & the IAEA charts the pathway to war with Israel as Iran moves towards being nuclear armed. but first comes US sanction that will aim to stop Iran exporting oil and bolsters the economics of his "drill baby drill" policy at home

Next up the Chinese freighter arraigned in the Skaggeraak on suspicion of sabotaging Baltic data cables between Germany and Finland. Why NATO states are scared to tighten the rules of "peaceful" passage to stop Russia's shadow fleet. We shall have to await an environmental disaster when one of Putin's tanker tubs sinks. Plus the key macro data points to come out this week.