David Mudd

1 month ago | smartkarma.com | Phil Rush |Jim Walker |David Mudd |Caixin Global

In today’s briefing: UK: GDP Seasonal Surge Before Slowing Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 11 April 2025 HEW: Sipping ECB Dove-Juice Real Asset Chartbook Week #2: That Was Interesting The Art of the Trade War: FIRST ROUND GOES TO THE MARKETS! CX Daily: Chinese Firms Set to Seek Alternative Sources for Key U.S. Imports UK: GDP Seasonal Surge Before Slowing Fundamental causes should not be assigned to UK GDP surging far beyond consensus expectations again...

1 month ago | smartkarma.com | Jay Cameron |Farah Miller |Priyanka Kishore |David Mudd

In today’s briefing:Smart Coffee: 7 April 2025EUDR May Be Subject To Revision‘China Plus’ Is Collateral Damage of ‘America First’US Bear Market: THIS TIME IS DIFFERENT!CX Daily: China’s Export Machine Stalls Under Trump’s New Trade BlitzIndia: RBI Turns Accommodative; Expect Another 100bp of Rate Cuts by Dec’25Smart Coffee: 7 April 2025An interesting day for the market after the announcement of tariffs previous day.