On July 8th, markets digested a confluence of signals pointing to a weakening global growth narrative. U.S. Treasury yields dropped sharply, led by the front end, as soft labor data and dovish Fed commentary fueled bets on earlier rate cuts. German industrial production and Chinese credit data reinforced slowdown fears abroad, while crude oil’s rally cooled on rising inventories and demand concerns. In this episode of The Daily Macro, we unpack the latest geopolitical tensions, policy shifts, and market moves to reveal the underlying forces driving investor positioning. Stay ahead of the curve with this concise, high-signal breakdown of global macro crosscurrents.
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