Market Dynamics and Tariff Impacts

The US economy grew at 3% in Q2, beating expectations and strongly helped by the US consumer. Meanwhile, all eyes are on the Fed, as well as Microsoft and Meta earnings. Joining Maggie Lake today is our favorite squirrel and great friend of the show, Rupert "Blind Squirrel" Mitchell. Maggie and Rupert discuss the market movers of the day in this relentlessly busy week, as well as why the Squirrel is still a bond bear, and his take on China, the Gulf, commodities, and more. Thank you as ever to the Squirrel for getting up at the crack of the dawn in Australia to join us... You can find more of Rupert's work here: https://substack.com/@blindsquirrelmacroDon't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://themarkethouse.substack.com/Connect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.