Macro Voices MacroVoices #470 Michael Every: A Week Where Decades Happen?
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Mar 6, 2025 
Michael Every, a global strategist for Rabobank, shares his keen insights on today's pressing economic and geopolitical issues. He discusses the complex relationship between Trump's policies and market volatility, highlighting U.S.-China relations and investment restrictions. Every dives into the rise of global populism rooted in economic discontent and critiques executive orders affecting cryptocurrency markets. He also explores macro trading strategies amid market swings, offering essential tips for navigating this unpredictable landscape.
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Zelensky-Trump Meeting Fallout
- The Zelensky-Trump meeting was a historic diplomatic failure, eroding trust.
- Zelensky misjudged the situation, using rhetoric unsuitable for the American audience.
Ukraine Mineral Deal: A Fig Leaf
- The "raw earth minerals" deal is likely a fig leaf for a ceasefire and security discussions.
- It allows Trump to disengage from the war while claiming an economic win.
Navigating US Tariff Uncertainty
- Consider hedging volatility with straddles and vol plays due to policy uncertainty.
- A North American external tariff against China seems strategically sound for the US.