Macro Mondays Global Trade Rewired
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Jul 10, 2025 Sweden's surprising inflation trends could signal shifts in the global economy. The hosts dive into political antics shaping trade negotiations and discuss the complexities of U.S. tariffs. With OPEC's recent oil production increase, the impact on the shale industry is scrutinized. They also explore how AI and policy changes are transforming the U.S. labor market, creating challenges for workers. Finally, insights into China's role in U.S. trade dynamics reveal crucial market trends and highlight the need for investor patience.
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Sweden Inflation Surprise Signals Rebound
- Sweden's June inflation surprise shows core goods inflation rising despite expectations.
- This may indicate global inflation could rebound with economic growth and liquidity increases.
Trump’s Selective Trade Deal Strategy
- Trump's trade deals seem idiosyncratic and selectively favor some countries like India and Mexico.
- Japan remains a major challenge due to automotive export imbalances with the US.
OPEC's Strategic Oil Price Move
- OPEC is increasing oil production faster than expected to regain market share.
- Saudi Arabia targets US shale producers by keeping prices low amidst rising supply.