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Grimm's Global Macro Aggregator (GGMA)
@GFXFTs
Ex-GS, JPM, UBS FICC strategist (PhD, CFA). Real-time macro squawk & chat with LiveSquawk. Watch: ยท 30 days free โ†“ Not investment advice.
Joined March 2012
1K Following    2.9K Followers
The US jobs report lands today at 14:30 CET, and markets react within seconds. GGMA Squawk & Chat calls out the market-moving headlines live, with LiveSquawk's audio, our macro desk and a members' chat, on desktop and on the iPhone. 30-second look: 30 days free, no credit card details needed, and you can stay on our free plan afterwards: ๐Ÿšจ GGMA Markets Briefing: AI Rout Spreads to Asia as Hedge Funds Cut Risk ๐ŸŒ The AI-led stock selloff spread to Asia, and Japan's Nikkei had its biggest one-day loss since April 2025. ๐Ÿ‡บ๐Ÿ‡ธ Thursday's rout wiped a record amount off the Nasdaq 100 after voters backed limits on data centres. ๐Ÿ’ผ Hedge funds are unwinding crowded trades after a bruising October. ๐Ÿ‡ฏ๐Ÿ‡ต Japanese wages rose at the fastest pace since 1997. In our view, that supports a BoJ rate rise in December. ๐Ÿ›ข๏ธ Oil extended its rebound as traders weighed the outlook for an end to the war in the Middle East. Today's Macro Roadmap: New York Fed President John Williams and ECB Chief Economist Philip Lane speak at 10:30 CET, and euro-area retail sales are due at 11:00 CET. The US and Canadian jobs reports land at 14:30 CET, and the University of Michigan's sentiment index follows at 16:00 CET. Read the full article on our website for free:
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