Macro Mondays | Is the Trump Trade Unwinding? | 04|11|24

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The So What from BCG

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Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

منذ 4 أيام18:09

التشغيل لاحقا

قوائم

إعجاب

احب

18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

منذ عام واحد 33:27

MP3•منزل الحلقة

This episode of Macro Mondays was recorded at 4:30pm GMT on Friday, the 1st of November.

On today's episode, James Todd is joined by Research Analyst Will Cunliffe - as James Brodie is travelling - to dive into the latest macroeconomic developments shaping global markets. They discuss whether we're seeing an unwinding of the "Trump trade" as gold and the S&P 500 opened weaker on Thursday, 31st October.

We're seeing mixed data out of the US, with a mix of increased consumer confidence and disappointing non-farm payrolls. In the US, corporate spreads are also falling; ICE Bank of America high yield OAS spreads are the smallest they've been since 2005.

Gold saw its worst drop since July, and we're seeing mixed earnings among companies with Amazon and Tesla looking strong but Microsoft looking disappointing. Brent, meanwhile, rallied over Middle East concerns.

225 حلقات

#Trading #Business News #News Talk #Business #News #Greg Newman #Financial Services #Oil #Commodities #Hedge Fund

Macro Mondays | Is the Trump Trade Unwinding? | 04|11|24

World of Oil Derivatives

12 subscribers

published منذ عام واحد

MP3•منزل الحلقة

This episode of Macro Mondays was recorded at 4:30pm GMT on Friday, the 1st of November.

225 حلقات

#Trading #Business News #News Talk #Business #News #Greg Newman #Financial Services #Oil #Commodities #Hedge Fund

Усі епізоди

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Oil insights with Harry Tchilinguirian | IE Week - First Impression | S2 E8 38:23

منذ 3 أيام38:23

38:23

Onyx Research Associates Mita Chaturvedi and Vincent Wu join Group Head of Research Harry Tchilinguirian to discuss price direction and technical analysis in the oil market over the last week. It's International Energy Week, and the team talk key takeaways so far. They explore major market drivers, including potential Trump tariffs and sanctions on Iran and Venezuela, the evolving Russia-Ukraine situation, and shifting global oil flows. With Brent sitting around $73.30/bbl, the team examines volatility, OPEC+’s potential response, and China’s role in Iranian crude purchases. The team also discuss refining challenges - particularly Nigeria’s Dangote refinery - and the impact of possible U.S. tariffs on Canadian and Mexican oil. Finally, they give their forecasts for where Brent will sit at the end of Q1. https://linktr.ee/onyxcapitalgroup Follow us: YouTube: https://www.youtube.com/@worldofoilderivatives LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/ X: https://x.com/Onyx__Edge TikTok: https://www.tiktok.com/@onyxcgroup Instagram: https://www.instagram.com/onyxcgroup/…

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منذ 4 أيام20:53

20:53

Don't forget to visit https://onyxmarkets.co.uk/ In this episode of The Officials, Jorge and Ed are joined by Alex Ng, Head of Trading at Hendon Capital, for a special discussion during International Energy week. They cover happenings in the market this week, including Trump's supposed plan for Gaza, OPEC losing credibility, China's oil consumption, and more. Join The Officials for a comprehensive analysis of what's driving global markets, the forces behind these changes, and what lies ahead. https://linktr.ee/onyxcapitalgroup Follow us: YouTube: https://www.youtube.com/@worldofoilderivatives LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/ X: https://x.com/Onyx__Edge TikTok: https://www.tiktok.com/@onyxcgroup Instagram: https://www.instagram.com/onyxcgroup/ CFD and spread bet-retail accounts generally lose money.…

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Macro Mondays | REPLAY | German Election, Inflation, & Key Week for Equities 34:53

منذ 5 أيام34:53

34:53

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منذ 9 أيام1:00:47

1:00:47

The world is shifting, and Europe's place in the global energy order is more uncertain than ever. In this debut episode, Mirko Ivanda, Co-Head of Power & Gas, sits down with Greg Newman, our Group CEO, for a deep dive into Europe's energy crisis, market realities, and what comes next. - Why is Europe losing its competitive edge in energy markets? - How are traders navigating the volatility in gas and power? - What role does politics play in shaping the future of energy? Filmed in our brand-new Zug, Switzerland media office, this episode kicks off a no-holds-barred, data-driven conversation about the forces shaping Europe's energy landscape. 00:00:00 – Introduction: The global power shift 00:00:22 – Welcome to Europe, Power & Gas from Zug, Switzerland 00:00:56 – Why Onyx is expanding into electricity and gas markets 00:02:07 – Europe at a crossroads: Energy, politics, and global influence 00:03:51 – The decline of empires and shifting world orders 00:05:18 – Complacency in European energy policy 00:09:01 – The true cost of cheap energy and dependence on Russian gas 00:12:04 – Gas markets in 2024: Supply shocks and volatility 00:14:22 – Europe’s storage strategy: Does it make sense? 00:19:34 – Why traders love European energy policy (and how it’s backfiring) 00:26:58 – How can Europe survive the energy crisis? 00:30:34 – The inflection point: Will Europe change course? 00:38:18 – Geopolitics, energy, and the return of mercantilism 00:46:35 – Trump, oil prices, and what it means for Europe 00:50:12 – Market signals: Carbon pricing, gas storage, and the road ahead 00:57:01 – The carbon market dilemma: A means to an end? 01:00:08 – Closing thoughts: What’s next for Europe, Power & Gas #EnergyMarkets #EuropePowerGas #OilAndGas #EnergyCrisis #MarketVolatility #Geopolitics #Trading #NaturalGas #CarbonMarkets #Electricity #Commodities #GlobalEnergy #HopeDiesLast…

1
Oil insights with Harry Tchilinguirian | Positioning, Positioning, Where Art Thou? | S2 E7 33:05

منذ 10 أيام33:05

33:05

Onyx Research Associates Mita Chaturvedi and Vincent Wu, and Research Analyst Oliver Feore discuss the price direction and positioning in the oil market over the past week. This week, the team discusses trends in the oil market using Onyx’s positioning data, specifically looking at Brent/Dubai and Northwest European naphtha swaps amid rising uncertainty in the market. They highlight the impact of a potential peace deal regarding the war in Ukraine and OPEC+’s supply decision. At the time of writing, Brent futures have seen more support, rising above the $76/bbl handle. The market appears to be a waiting game at present, with traders taking a cautious stance due to the rising uncertainty. Oliver covers the latest positioning changes in ICE Brent alongside the more timely changes in Onyx’s CTA positioning model across the benchmark futures contracts. Vincent dives into Onyx’s proprietary data for insights into the front-month Brent/Dubai contract, looking at the contract’s open interest, price volatility and positioning data to create a narrative for sentiment this week. Mita then covers the front-month Northwest European naphtha market, where this week’s support has come with day-on-day fluctuations in open interest, with trade houses appearing particularly active. Finally, the team gives their Brent forecasts for the end of Q1, highlighting what they think will be an important driver of the market. https://linktr.ee/onyxcapitalgroup Follow us: YouTube: https://www.youtube.com/@worldofoilderivatives LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/ X: https://x.com/Onyx__Edge TikTok: https://www.tiktok.com/@onyxcgroup Instagram: https://www.instagram.com/onyxcgroup/…

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Trading Corner: IE Weak? | S2 E2 19:10

منذ 11 يومًا19:10

19:10

Don't forget to visit Onyx Markets! https://onyxmarkets.co.uk/ Welcome back to Trading Corner. Manny and James break down the latest moves in crude and product markets. This week, they focus crude oil, refined products, and geopolitical influences. Manny and James analyse the potential impact of Russia-Ukraine negotiations on oil markets, including potential shifts in diesel and crude supply dynamics. They also highlight volatility in gasoline and diesel prices, low market conviction among trade houses, and expectations for refining margins to remain strong in the near term due to supply disruptions and seasonal factors. Tune in as Manny and James analyse the data, the market’s reactions, and what to expect. https://linktr.ee/onyxcapitalgroup Follow us: YouTube: https://www.youtube.com/@worldofoilderivatives LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/ X: https://x.com/Onyx__Edge TikTok: https://www.tiktok.com/@onyxcgroup Instagram: https://www.instagram.com/onyxcgroup/ CFD- and spread bet-retail accounts generally lose money.…

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The Officials with Jorge Montepeque: OMG! Grown Men Can Cry | S2 E6 12:57

منذ 12 يومًا12:57

12:57

Don't forget to visit https://onyxmarkets.co.uk/ In this episode of The Officials , Jorge, Will and Ed dive into the latest geopolitical shifts, focusing on the recent U.S.-Russia negotiations in Riyadh—an unusual choice signalling Europe's exclusion. The Officials analyse the broader implications for global markets, from Europe's economic struggles and energy crisis to Trump's policy moves and China's economic recovery. Is Europe dragging down global consumption? Will Trump's tariffs boost U.S. energy demand? Jorge, Will and Ed also explore the impact of price caps on Russian oil, China's market outlook, and the rising demand for jet fuel despite aviation setbacks. Plus, a look ahead to next week’s key negotiations that could reshape global supply. Join The Officials for a comprehensive analysis of what's driving global markets, the forces behind these changes, and what lies ahead. Source of video footage: TikTok @c4news https://linktr.ee/onyxcapitalgroup Follow us: YouTube: https://www.youtube.com/@worldofoilderivatives LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/ X: https://x.com/Onyx__Edge TikTok: https://www.tiktok.com/@onyxcgroup Instagram: https://www.instagram.com/onyxcgroup/ CFD and spread bet-retail accounts generally lose money…

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Macro Mondays | REPLAY | Trump & Putin Negotiations, New Tariffs, & Market Uncertainty 32:13

منذ 13 يومًا32:13

32:13

This episode of Macro Mondays aired live at 12pm on Monday, the 17th of February, 2025. Join us every Monday at 12pm UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week. Key highlights this week: - Trump brings Putin to the negotiation table - Market uncertainty surges; economic policy uncertainty index hits highest in 25 years - Trump issues new tariffs - Weak U.S. retail sales data Key Data Releases This Week: Tuesday: RBA rate decision, UK employment Wednesday: Housing starts, Fed minutes, UK CPI Thursday: Aussie employment Friday: Flash PMIs, US consumer sentiment, Existing home sales Sunday: German elections 20% S&P 500 companies reporting Tune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don’t miss it! https://linktr.ee/onyxcapitalgroup Follow us: YouTube: https://www.youtube.com/@worldofoilderivatives LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/ X: https://x.com/Onyx__Edge 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.…

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The Officials with Jorge Montepeque: Birds of a Feather | S2 E5 17:24

منذ 16 يومًا17:24

17:24

Join The Officials - Director of Benchmarking, Jorge Montepeque, Group Head of Research, Harry Tchilinguirian, and Research Analysts William Cunliffe and Edward Hayden-Briffett - for a brand new episode. They unpack and analyse the effects Trump's moves have had on the markets this week - and what could happen in the near future. From continuing tariffs to peace talks with Putin, it's been a busy week. What would the war between Russia and Ukraine ending mean for the oil markets? How would Russian supply coming back to Europe impact prices, and what does Germany's reaction to the peace talks mean? Join The Officials for a comprehensive analysis of what's driving global markets, the forces behind these changes, and what lies ahead. https://linktr.ee/onyxcapitalgroup Follow us: YouTube: https://www.youtube.com/@worldofoilderivatives LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/ X: https://x.com/Onyx__Edge TikTok: https://www.tiktok.com/@onyxcgroup Instagram: https://www.instagram.com/onyxcgroup/…

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Oil insights with Harry Tchilinguirian | Technically Speaking | S2 E6 37:43

منذ 17 يومًا37:43

37:43

Onyx Research Associates Mita Chaturvedi, Martha Dowding, and Vincent Wu join Group Head of Research Harry Tchilinguirian to discuss price direction and technical analysis in the oil market over the last week. The team unpacks key market drivers, including President Trump’s aggressive tariff policies, ongoing Fed interest rate decisions, and geopolitical developments such as U.S.-Russia negotiations on Ukraine. They also cover critical fundamentals, including OPEC’s latest demand forecasts and U.S. crude inventory builds, as well as technical factors influencing Brent, gasoline, and gasoil prices. Looking ahead, the team give their Brent forecasts. Focusing on technical analysis, the episode explores price trends, support and resistance levels, and momentum indicators. Brent has been on a steady decline since Trump’s inauguration, with a bearish outlook suggesting a potential test of the $72/bbl level in the coming week. Meanwhile, European gasoil and U.S. gasoline markets exhibit range-bound trading, with key support and resistance levels dictating short-term price action. The team give their forecasts…

1
The CEO's Address with Greg Newman | The Complexity of Onyx's Media Production with Martin Shearman-Brettle 47:31

منذ 19 يومًا47:31

47:31

Group CEO Greg Newman is joined by Martin Shearman-Brettle, Broadcast and Multimedia Studio Manager, for a special episode of the CEO’s Address. Martin discusses their unique career journey, from esports to news and sports production, and how these experiences shaped Onyx’s innovative approach to media. They share insights into bringing production in-house, transforming it into a major differentiator, and making Onyx a leading voice in financial media. Greg and Martin also explore the democratisation of production and its parallels to oil trading. They touch on the bold vision behind Flux TV, Onyx’s most ambitious broadcast product to date, and the role media plays in breaking barriers and driving Onyx’s mission. This is a conversation about creativity, strategy, and the future of media in the fast-paced financial world that you won’t want to miss. Chapters in this episode are: 0:00 Introduction 1:06 How Martin joined Onyx | Onyx's mission 6:19 Martin's career 10:40 Work flow & content style 18:51 Format development, Wu Fridays, & controversy 31:01 Production style & messaging 34:58 Martin's experience with esports & what's next for Onyx https://linktr.ee/onyxcapitalgroup Follow us: YouTube: https://www.youtube.com/@worldofoilderivatives LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/ X: https://x.com/Onyx__Edge TikTok: https://www.tiktok.com/@onyxcgroup Instagram: https://www.instagram.com/onyxcgroup/…

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Macro Mondays | REPLAY | US Economy Bouncing Back, BoE Cuts, & Gold Hits Highs 21:07

منذ 20 يومًا21:07

21:07

This special episode of Macro Mondays LIVE from Singapore aired at 12pm GMT on Monday, 10th February 2025. Join us every Monday at 12:30 PM UK time for Macro Mondays LIVE with James Brodie, as we unpack the major developments shaping global markets and look ahead to a pivotal week. Key highlights this week: - We're seeing stronger US economic data and employment data - but Fed is still wary of inflation. - Chinese tech stocks are looking strong. - Bank of England cut 25bp - but central bank warns of inflation. - Trump is still looking to lower oil prices. - Gold hits new all-time highs. Key Data Releases This Week: Tuesday: Fed Powell testimony, UK retail sales Wednesday: US CPI Thursday: US PPI, UK GDP, EZ IP Friday: US retail sales & IP, EZ employment Tune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don’t miss it! CFD- and spread bet-retail accounts generally lose money.…

1
The Officials with Jorge Montepeque: Trump Spits Against the Wind | S2 E4 17:51

منذ 23 يومًا17:51

17:51

Join The Officials - Director of Benchmarking, Jorge Montepeque and Research Analysts William Cunliffe and Edward Hayden-Briffett - for a brand new episode. They unpack and analyse the effects Trump's tariffs have had on the oil market so far - and what could happen in the near future. Jorge, Ed, and Will discuss the diverse reaction of different governments to the new tariffs, how the tariffs have impacted the global economy so far, how US refiners have been impacted, and even how Trump's global reputation has been impacted. We've seen vastly different responses from Canada, Mexico, the EU, China, and more - but does the US realise the strength of China's energy power? Join The Officials for a comprehensive analysis of what's driving global markets, the forces behind these changes, and what lies ahead for 2025. https://linktr.ee/onyxcapitalgroup Follow us: YouTube: https://www.youtube.com/@worldofoilderivatives LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/ X: https://x.com/Onyx__Edge TikTok: https://www.tiktok.com/@onyxcgroup Instagram: https://www.instagram.com/onyxcgroup/…

1
Oil insights with Harry Tchilinguirian | Tariff Tantrum | S2 E5 35:55

منذ 24 يومًا35:55

35:55

Onyx Research Associates Mita Chaturvedi, Martha Dowding, and Vincent Wu join Group Head of Research Harry Tchilinguirian to discuss the direction of oil prices in the wake of a volatile week of Trump tariffs. Traders are on edge after the US' decision to delay tariffs on oil imports from Mexico and Canada. China has also responded, introducing selective tariffs on U.S. coal and LNG. Brent was sitting just under $75/bbl at time of recording, and while the postponement eased immediate concerns, there’s still a chance these tariffs could resurface. The team discuss Trump's plans to ramp up economic pressure on Iran and limit its oil exports. The effectiveness of this proposed policy is questionable, given that much of Iran’s oil is still making its way to China despite sanctions. They also discuss how refining margins and gasoline prices could be affected, especially as U.S. refiners are built to handle heavier crude from Canada and Mexico. Looking ahead, the team give their Brent forecasts. https://linktr.ee/onyxcapitalgroup Follow us: YouTube: https://www.youtube.com/@worldofoilderivatives LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/ X: https://x.com/Onyx__Edge TikTok: https://www.tiktok.com/@onyxcgroup Instagram: https://www.instagram.com/onyxcgroup/…

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Trading Corner: Reliance on Reliance | S2 E1 18:25

منذ 25 يومًا18:25

18:25

Welcome back to the first episode of Trading Corner for 2025. Manny and James break down the latest moves in crude and product markets amid volatile headline-driven price action. They discuss the key factors impacting Brent and Dubai spreads, refinery maintenance, trade house positioning, and shifting demand signals. Plus, they explore the impact of potential Iranian sanctions, Russian supply disruptions, and OPEC’s production strategy on fuel markets. Will Crude weakness persist, or are there hidden opportunities? Tune in as Manny and James analyse the data, the market’s reactions, and what could be coming next. #tradingcorner #tradingchat #chatwithtraders #crude #refinery #OPEC #Russian #Russiansupply #oil #oilandgas #oott #fuelmarkets #tradehouses https://linktr.ee/onyxcapitalgroup Follow us: YouTube: / @worldofoilderivatives LinkedIn: / onyx-capitalgroup X: https://x.com/Onyx__Edge TikTok: / onyxcgroup Instagram: / onyxcgroup…

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