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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: · 30 days free ↓ Not investment advice.
参加 March 2012
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🚨 GGMA Markets Briefing: Asian Stocks Extend Tech Rebound, Oil Falls Before US CPI 🌏 Asian stocks extended their rebound, led by South Korea, after US benchmarks had their best session in about seven months. 🛢️ Oil fell further after President Trump said new strikes on Iran do not seem necessary, but Tehran dismissed reports of talks as fake news. 🇺🇸 Trump said the FBI is looking into Nvidia chief executive Jensen Huang's relationship with a suspected Chinese spy. 🤖 Anthropic retracted the IPO pricing details it had sent to bankers, Reuters said. 🇯🇵 The Bank of Japan's Summary of Opinions showed many board members see a near-term rate rise as necessary, and household spending fell by the most since 2020. 🇨🇳 China's trade surplus for the year passed $1 trillion, despite the biggest surge in imports since 2021. Today's Macro Roadmap: Norway's inflation data is due at 08:00 CET, BoE Deputy Governor Sarah Breeden speaks at 09:30 CET, Fed Governor Christopher Waller speaks at 10:00 CET, the US NFIB small-business survey is due at 12:00 CET, US CPI is due at 14:30 CET, Dallas Fed President Lorie Logan speaks at 16:50 CET, ECB Chief Economist Philip Lane speaks at 17:45 CET, the US sells 10-year notes at 19:00 CET, the BoC publishes its summary of deliberations at 19:30 CET, BoE Chief Economist Huw Pill speaks at 19:30 CET, and Fed Vice Chair for Supervision Michelle Bowman speaks at 21:30 CET. Try GGMA free for 30 days, no credit card needed: Read the full article on our website for free:
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