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This episode of Macro Mondays aired live at 12pm on Monday, the 3rd of March, 2025. Join us every Monday at 12pm UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week.

Key highlights this week:

 • Weak U.S. data as market fears growth over inflation
 • Trump stirs geopolitical tensions; tariff announcements Tuesday
 • Nasdaq regains support
 • Tesla down 41% off highs
 • China data improves - signs of recovery?

Key data releases this week:

 • Monday – US ISM Manufacturing PMI
 • Tuesday – Trump sets tariff levels, Aussie retail sales, EZ Unem. Rate
 • Wednesday – EZ, UK & US services PMI, ADP employment
 • Thursday –  ECB (25bp cut expected), initial jobless claims
 • Friday – EZ GDP, US & Canadian payroll data

Tune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don’t miss it! 

https://linktr.ee/onyxcapitalgroup 

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CFDs and spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail client accounts lose money when trading in CFDs and spread bets. You should consider whether you understand how CFDs and spread bets work and whether you can afford to take the high risk of losing your money.

Onyx Research Associates Mita Chaturvedi and Vincent Wu join Group Head of Research Harry Tchilinguirian to discuss price direction and technical analysis in the oil market over the last week. 

It's International Energy Week, and the team talk key takeaways so far. They explore major market drivers, including potential Trump tariffs and sanctions on Iran and Venezuela, the evolving Russia-Ukraine situation, and shifting global oil flows. With Brent sitting around $73.30/bbl, the team examines volatility, OPEC+’s potential response, and China’s role in Iranian crude purchases. 

The team also discuss refining challenges - particularly Nigeria’s Dangote refinery - and the impact of possible U.S. tariffs on Canadian and Mexican oil. Finally, they give their forecasts for where Brent will sit at the end of Q1.

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 In this episode of The Officials, Jorge and Ed are joined by Alex Ng, Head of Trading at Hendon Capital, for a special discussion during International Energy week. They cover happenings in the market this week, including Trump's supposed plan for Gaza, OPEC losing credibility, China's oil consumption, and more.

Join The Officials for a comprehensive analysis of what's driving global markets, the forces behind these changes, and what lies ahead.

https://linktr.ee/onyxcapitalgroup

 Follow us:

YouTube: https://www.youtube.com/@worldofoilderivatives

LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/

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CFD and spread bet-retail accounts generally lose money.

This episode of Macro Mondays aired live at 12:30pm on Monday, the 24th of February, 2025. Join us every Monday at 12:30pm UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week.
 
Key highlights this week:
Conservatives win German election
Weakest US consumer sentiment since Nov '23
S&P at critical level; Nasdaq sitting on key support
Meta reverses massive winning streak
 
Key Data Releases This Week:
Tuesday: US house prices & consumer confidence
Wednesday: Australian CPI, German consumer confidence, US new home sales, Nvidia
Thursday: US durable goods orders, Japan retail sales & IP
Friday: US inflation (PCE deflator)
 
Tune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don’t miss it!
 
https://linktr.ee/onyxcapitalgroup
 
Follow us:
YouTube: https://www.youtube.com/@worldofoilderivatives
LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/
X: https://x.com/Onyx__Edge
TikTok: https://www.tiktok.com/@onyxcgroup
Instagram: https://www.instagram.com/onyxcgroup/
 
CFDs and spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail client accounts lose money when trading in CFDs and spread bets. You should consider whether you understand how CFDs and spread bets work and whether you can afford to take the high risk of losing your money.

The world is shifting, and Europe's place in the global energy order is more uncertain than ever. In this debut episode, Mirko Ivanda, Co-Head of Power & Gas, sits down with Greg Newman, our Group CEO, for a deep dive into Europe's energy crisis, market realities, and what comes next.

- Why is Europe losing its competitive edge in energy markets?
- How are traders navigating the volatility in gas and power?
- What role does politics play in shaping the future of energy?

Filmed in our brand-new Zug, Switzerland media office, this episode kicks off a no-holds-barred, data-driven conversation about the forces shaping Europe's energy landscape.

00:00:00 – Introduction: The global power shift
00:00:22 – Welcome to Europe, Power & Gas from Zug, Switzerland
00:00:56 – Why Onyx is expanding into electricity and gas markets
00:02:07 – Europe at a crossroads: Energy, politics, and global influence
00:03:51 – The decline of empires and shifting world orders
00:05:18 – Complacency in European energy policy
00:09:01 – The true cost of cheap energy and dependence on Russian gas
00:12:04 – Gas markets in 2024: Supply shocks and volatility
00:14:22 – Europe’s storage strategy: Does it make sense?
00:19:34 – Why traders love European energy policy (and how it’s backfiring)
00:26:58 – How can Europe survive the energy crisis?
00:30:34 – The inflection point: Will Europe change course?
00:38:18 – Geopolitics, energy, and the return of mercantilism
00:46:35 – Trump, oil prices, and what it means for Europe
00:50:12 – Market signals: Carbon pricing, gas storage, and the road ahead
00:57:01 – The carbon market dilemma: A means to an end?
01:00:08 – Closing thoughts: What’s next for Europe, Power & Gas

#EnergyMarkets #EuropePowerGas #OilAndGas #EnergyCrisis #MarketVolatility #Geopolitics #Trading #NaturalGas #CarbonMarkets #Electricity #Commodities #GlobalEnergy #HopeDiesLast

Onyx Research Associates Mita Chaturvedi and Vincent Wu, and Research Analyst Oliver Feore discuss the price direction and positioning in the oil market over the past week.

This week, the team discusses trends in the oil market using Onyx’s positioning data, specifically looking at Brent/Dubai and Northwest European naphtha swaps amid rising uncertainty in the market. They highlight the impact of a potential peace deal regarding the war in Ukraine and OPEC+’s supply decision. At the time of writing, Brent futures have seen more support, rising above the $76/bbl handle.

The market appears to be a waiting game at present, with traders taking a cautious stance due to the rising uncertainty. Oliver covers the latest positioning changes in ICE Brent alongside the more timely changes in Onyx’s CTA positioning model across the benchmark futures contracts. Vincent dives into Onyx’s proprietary data for insights into the front-month Brent/Dubai contract, looking at the contract’s open interest, price volatility and positioning data to create a narrative for sentiment this week. Mita then covers the front-month Northwest European naphtha market, where this week’s support has come with day-on-day fluctuations in open interest, with trade houses appearing particularly active. Finally, the team gives their Brent forecasts for the end of Q1, highlighting what they think will be an important driver of the market. 

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 Welcome back to Trading Corner. Manny and James break down the latest moves in crude and product markets.

This week, they focus crude oil, refined products, and geopolitical influences. Manny and James analyse the potential impact of Russia-Ukraine negotiations on oil markets, including potential shifts in diesel and crude supply dynamics. They also highlight volatility in gasoline and diesel prices, low market conviction among trade houses, and expectations for refining margins to remain strong in the near term due to supply disruptions and seasonal factors.

Tune in as Manny and James analyse the data, the market’s reactions, and what to expect.

 https://linktr.ee/onyxcapitalgroup

Follow us: 

YouTube: https://www.youtube.com/@worldofoilderivatives

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CFD- and spread bet-retail accounts generally lose money.

Don't forget to visit https://onyxmarkets.co.uk/

In this episode of The Officials, Jorge, Will and Ed dive into the latest geopolitical shifts, focusing on the recent U.S.-Russia negotiations in Riyadh—an unusual choice signalling Europe's exclusion. The Officials analyse the broader implications for global markets, from Europe's economic struggles and energy crisis to Trump's policy moves and China's economic recovery. Is Europe dragging down global consumption? Will Trump's tariffs boost U.S. energy demand? Jorge, Will and Ed also explore the impact of price caps on Russian oil, China's market outlook, and the rising demand for jet fuel despite aviation setbacks. Plus, a look ahead to next week’s key negotiations that could reshape global supply.

Join The Officials for a comprehensive analysis of what's driving global markets, the forces behind these changes, and what lies ahead. 

 Source of video footage: TikTok @c4news

https://linktr.ee/onyxcapitalgroup

Follow us: 

YouTube: https://www.youtube.com/@worldofoilderivatives

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CFD and spread bet-retail accounts generally lose money 

This episode of Macro Mondays aired live at 12pm on Monday, the 17th of February, 2025. Join us every Monday at 12pm UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week.
 
Key highlights this week:
- Trump brings Putin to the negotiation table
- Market uncertainty surges; economic policy uncertainty index hits highest in 25 years
- Trump issues new tariffs
- Weak U.S. retail sales data
 
Key Data Releases This Week:
Tuesday: RBA rate decision, UK employment
Wednesday: Housing starts, Fed minutes, UK CPI
Thursday: Aussie employment
Friday: Flash PMIs, US consumer sentiment, Existing home sales
Sunday: German elections
20% S&P 500 companies reporting
 
Tune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don’t miss it!
 
https://linktr.ee/onyxcapitalgroup
 
Follow us:
YouTube: https://www.youtube.com/@worldofoilderivatives
LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/
X: https://x.com/Onyx__Edge
TikTok: https://www.tiktok.com/@onyxcgroup
Instagram: https://www.instagram.com/onyxcgroup/
 
CFDs and spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail client accounts lose money when trading in CFDs and spread bets. You should consider whether you understand how CFDs and spread bets work and whether you can afford to take the high risk of losing your money.

Join The Officials - Director of Benchmarking, Jorge Montepeque, Group Head of Research, Harry Tchilinguirian, and Research Analysts William Cunliffe and Edward Hayden-Briffett - for a brand new episode. They unpack and analyse the effects Trump's moves have had on the markets this week - and what could happen in the near future.

From continuing tariffs to peace talks with Putin, it's been a busy week. What would the war between Russia and Ukraine ending mean for the oil markets? How would Russian supply coming back to Europe impact prices, and what does Germany's reaction to the peace talks mean?

Join The Officials for a comprehensive analysis of what's driving global markets, the forces behind these changes, and what lies ahead.

https://linktr.ee/onyxcapitalgroup 

Follow us: 
YouTube: https://www.youtube.com/@worldofoilderivatives 
LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/ 
X: https://x.com/Onyx__Edge 
TikTok: https://www.tiktok.com/@onyxcgroup 
Instagram: https://www.instagram.com/onyxcgroup/