Macro Mondays
A look at the world markets at the beginning of each week
JAMES BRODIE
Head of Learning & Development, Flux
About James
James brings a wealth of expertise, having over 20 years of front-office trading experience across major financial hubs like London, New York, Tokyo, and Singapore.
He specializes in Commodity Markets, Technical Analysis, Behavioural Finance, Risk Management, and Performance Enhancement. He is a Chartered Market Technician (C.M.T.) and former Board member of the Chartered Market Technicians Association.
As Head of Learning and Development at Flux, James crafts and delivers tailored courses covering commodity markets, technical analysis, strategic trading, and risk management. James’ clients have included, Abrdn, Aramco, ArcelorMittal, Barclays, BP, Citibank, DE Shaw, Goldman Sachs, Hanwha, HSBC, Inpex, JP Morgan, Nomura, Manulife Asset Management, Petronas and UBS.
Watch James on Flux News
Posts authored by James
US 2-yr Bond Yields Risk Breakout, Jobless Claims, Amazon Strikes Deal with Rio Tinto
Breakout risk in US 2y yields on data; dollar up, metals/Fed-cut trades unwind. OIS prices just 20bp cuts. Asia AI, power demand surge
US Hard Data on the Rise, Silver Corrects, China Posts Record Global Trade Surplus
US data (PPI, retail, homes); yields up, equities wobble, rotation to defensives. Trump calms Fed/tariffs/geopolitics; oil, silver slides
Fed Rate Cut Expectations, Defensive Stocks Rally, Bitcoin Bounce
Hard assets surge as growth stays strong and yields rise; equities rotate defensively, bond risks mount, fiscal gaps widen
S&P All-Time Highs, Bond Curve Repricing Risk,Trump Tariffs
Stocks hit ATHs as bonds reprice fewer Fed cuts; yields, USD up, curve flattens. Japan rates jump, yen sinks, uranium soars, Trump tariffs