Macro Monday

Get the full story behind this week’s biggest market movers in our latest episode. We break down Bitcoin’s recent slide and what’s happening under the hood, dive into Nvidia’s post-earnings twists and the options signals nobody saw coming, and put global macro trends in context—from currency pivots to energy swings and ETF surprises. Whether you’re trading, investing, or just love following market narratives, this is your front-row seat to the key shifts shaping the financial landscape right now

In this episode of Macro Mondays, Charlie and Dave MacLeish dive into a busy week of global market moves and central bank decisions. They unpack Australia’s upcoming rate call on Melbourne Cup day, rising inflation pressures across the US and New Zealand, and how governments are walking a fine line between cutting rates and keeping prices stable. The pair also analyse Big Tech earnings, AI’s growing role in productivity, and Elon Musk’s bold claim that apps will disappear within five years.

In this episode of Macro Mondays, Charlie breaks down the week’s major market moves — from surging gold prices and a stubbornly strong US dollar to Bitcoin’s fading momentum. He also unpacks the strange “circular revenue” dynamic between OpenAI, Nvidia, and Oracle, where investment and chip purchases are looping back on themselves.

In this episode of Macro Mondays, Charlie is joined by Dave MacLeish, founder of Wedge, to unpack one of the most dramatic weeks in markets this year. From a $19 billion crypto liquidation to a sharp rally in bonds and a weaker Kiwi dollar, they explore what’s driving volatility, how leverage is reshaping risk, and why “buy the dip” might not work forever. The conversation covers rate cuts, private credit stress, Trump’s latest market influence, and how shifts could signal a recession.

Charlie takes us through all of the major macroeconomic events from the last week, including the LA wildfires, US employment making Stocks Slide and Bonds Jump, Trump pushing for fewer rate cuts, Ai Overload at CES negatively impacting CES 2025, NZD vs USD near 2-year low, Will the Euro Stock market outperform the US in 2025 and what will happen when Trump is sworn in on the 21st?

In this week’s episode, Charlie digs into the US economy post-election cycle. Including: The Dow Jones weeklong crash, the majority of S&P sectors now struggling, ARKK and BTC’s strong price and risk correlation, Bitcoin’s historic rise to $100k USD, and finally, Tesla’s historic rise to new heights following the post-election hype-train!

In this week’s episode, Charlie looks at the global macroeconomic impacts of the American election cycle, including: The S&P Breaking the $6000 Mark, New Bitcoin highs, Outflows from the Tech Industry, Inflows to Regional Banks, Small caps and Industrials, FED rate cuts continuing post-election cycle, Corporate Bond Confidence and Advice on Managing Expectations after Big Market Moves.

In this episode of Macro Mondays, Charlie unpacks the major market moves shaking the global economy. Berkshire Hathaway hits an all-time high as we dive into their Q3 highlights, while the US job market faces an unsettling decline. Super Micro Computer Inc. experiences a sharp drop in stock price amid auditing issues, and Nvidia enters the Dow Jones. Plus, with the US election approaching, we analyse the shifting expectations around Trump’s prospects.

In this episode of Macro Monday, Charlie delves into the most important macro-economic influences of the week! Like: S&P 500 reaching historic highs, why did the FED cut rates? The current inflation readings, and what they mean, What the current US job numbers are, and what industries are expanding the fastest, Stanley Druckenmiller's opinion on the current China situation, why is inflation sticky? Oil and Iron ore prices skyrocketing and more!!

In this episode of Macro Mondays, Charlie dives deep into both the Chinese and US economy. Looking at the impacts of the rollout of recent economic stimulus packages in China. Comparing the Chinese KWEV ETF vs SPY ETF. The effects of rising UNEMPLOYMENT in both the east, and the west. The beginning of a new US rate cutting cycle. David Tepper's large Chinese position and What the WEST cannot afford to do...

In this episode of Macro Mondays, Charlie does his deepest dive into a topic to date! Focussed on the 50-basis point cut. Why did it happen? What will the impacts be? FedEx adjusting their forward guidance. Warren Buffet continuing to sell his Bank of America shares. The US having to choose between the two economic impacts that either president candidate will enact while in office. New Zealand being on a 7-quarter long loss streak against recession.

Charlie talks about: The potential effects of this week’s rate cut. The yield curve starting to un-invert. Oracle CEO Larry Ellison jumping onboard the Ai hype train. Issues arising in the banking industry. Utilities, Bonds and Gold all climbing. The bond marketing front-running the Federal Reserve. The current market multiples and more!!!

In this episode of Macro Mondays, Charlie talks about the US jobs continuing to show signs of weakness NVIDIA Subpoena, September market woes, volatility, the REAL inflation hedge and Berkshire Hathaway stock!

In this episode of Macro Mondays, Charlie talks about the US FED confirming rate cuts, Recent NASDAQ, SPY and QQQ movements, 818,000 Job revisions in the US, NVIDIA earnings that continue to rise and how commodities has done in the year to date!

In this episode of Macro Mondays, Charlie talks about the Bank of Japan capitulating to rate hikes, the Market finally coming back, and with a vengeance! Volatility being suppressed, Micheal Burry betting big on China, the RBNZ cutting rates, Chinese yields dropping, and finally how the slowdown of the Chinese economy is effecting New Zealand!

In this episode of Macro Mondays, Charlie dissects the macroeconomic impacts of Buffet's apple dump, The Small and Mid Cap run, Federal Reserve rates, recent stock movements and the Oil Wildcard!

In this week's episode of Macro Mondays, Charlie dives into the aftermath of the olympic games opening ceremony in Paris, US Credit card delinquencies rising, the big tech Capex splurge and impacts on people's wages.

We explore the impact of Biden Dropping out, the downtime of CrowdStrike, and what it means for households and businesses.

Welcome to the debut episode of Macro Mondays, powered by eccuity.com. Join Charlie Meaden, founder of eccuity, as he breaks down the latest global and New Zealand macroeconomic trends. This week, we explore the impact of dropping inflation rates, the anticipated interest rate cuts, and what it means for households and businesses. Plus, a shocking update: an assassination attempt on Donald Trump shakes the world. How will this event influence the macroeconomic landscape? Tune in to stay ahead of