The Mini-Podcast on Macro

#Asia#Trade#Sanctions#China#Trump#Central Banks#Geopolitics#Russia#ECB#Shadow Fleet#FOMC#Baltic Sea#Oil Prices#Grayzone Warfare#Russian Energy#Russian Energy Exports.
 David Roche- Quantum Strategy- The Mini Podcast on Macro Matters: 
  • US jobs blow out- what it tells us about the Fed going forward.
  • China exports - tell us shipping ahead of Tariffs will create a growth vacuum later. 
  • US sanctions on Russian energy - why and how they hit global oil supply and what that mean for markets 
  • And all the data releases that matter this week.

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