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Trump vs. Musk, Michael Burry's Big NVIDIA Short, & Lululemon Down | Macro Mondays | REPLAY

β€’ Onyx Capital Group

This episode of Macro Mondays aired live at 12:30pm BST on Monday, the 9th of June, 2025. 

 

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Key topics today:

 βœ… US Employment & ISM data continues weakening

 βœ… Bond yields hover in 'danger zone' with tsy department buying $10 bio

 βœ… China stuck in deflation

 βœ… Hedge funds increase bearish equity bets

 

πŸ“Š Key data releases this week:

 πŸ“… Tuesday - UK Employment, Australian consumer confidence

 πŸ“… Wednesday – US CPI & Mortgage applications

 πŸ“… Thursday - US PPI, Jobless claims, Tesla's Robotaxi launch

 πŸ“… Friday – UMich Consumer sentiment & inflation expectations

 

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