Flux News

In this week’s final Macro Mondays of the year, Lisa Aziz joins James Brodie and Ed Hayden-Briffett to break down the shifting dynamics behind market sentiment before the show returns on January 12th. Weakening consumer confidence, falling engagement with political headlines, and growing uncertainty are reshaping trading behaviour. Markets have become far less reactive to rapid-fire news flow, while sentiment indicators show a steady cooling in risk appetite.

The team breaks down how choppy pricing, tightening margins, and fluctuating demand have defined the year so far. They also explore why AI-linked equities remain volatile, how bond yields are spiking, and which sectors are seeing stronger momentum heading into early 2026.
 
Key highlights include:
✅ Market fatigue dominates Q3 trading
✅ Trump social media engagement halves from Q1 to Q3
✅ Average shares, likes and replies drop sharply across the board
✅ Political headlines lose pricing power across major asset classes
✅ Traders increasingly hedge rather than take directional bets
✅ Lower volatility around US political risk vs previous years
✅ Shifts in intraday flows show reduced reaction to macro news
✅ Market pricing stabilises despite inconsistent political messaging
 
📊 Key Data Releases This Week:
📅 Monday - US Consumer Inflation Expectations
📅 Tuesday - UK Retail Sales, RBA Rate Decision, US ADP
📅 Wednesday - China Inflation, FOMC Rate Decision
📅 Thursday - SNB Rate Decision
📅 Friday - UK GDP & IP
 
⏱️ Chapters
00:00 – Introduction and Overview
01:37 – U.S. PMI Mixed - Manufacturing Weaker, Services Stronger
03:33 – U.S. Retail Sales (Black Friday) 
04:30 – U.S. Consumer Confidence Lowest in 100 Years
05:54 – U.S. Weak Employment Data
04:05 – What Reduced Sensitivity Means for Traders
05:54 – U.S. Weak Employment Data
07:40 – UK Construction Plummets
09:56 – S&P EYES $6,920 Resistance
12:46 – Equity Analysts Predict Strong 2026
13:15 – NASDAQ Resistance 24,000
13:40 – Currencies Overview
14:42 – Commodities (Metals) Overview
16:48 – Brent Rangebound
19:46 – Energy Markets Overview with Jorge Montepeque
21:30 – Bitcoin & Crypto Crash 
23:07 – Palantir Hedges with Gold Bars
24:00 – OIS Pricing
26:00 – Key Data Releases & Final Thoughts
 
📖 Learn directly from James Brodie at Flux Institute:
https://fluxinstitute.flux.live
 
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#MacroMondays #Markets #Trading #PoliticalRisk #Hedging #Volatility #TruthSocial #Trump #Q3Trading #InvestorBehaviour #MarketFatigue #Finance #Macro #Economy #GlobalMarkets #RiskManagement #Stocks #AI

In this episode of Industry & Leadership, we dive deep into trading careers, trader recruitment, commodities trading jobs, trading talent, and what firms look for when hiring traders, featuring recruiter Jordan Alexander Oldershaw.

Jordan breaks down how top trading firms assess candidates, the traits that define successful traders, and why so many applicants fail to make it past the first stage. He explains the real skills, behaviours, and mindset that matter inside fast-paced trading environments, and why technical brilliance is rarely enough on its own.

The conversation explores how firms identify high-potential traders, the psychology behind hiring decisions, the difference between good and exceptional candidates, and how culture, curiosity, and adaptability play a far bigger role than most people realise.

Jordan also shares insights on the evolution of trading careers, why the industry is becoming increasingly competitive, and what aspiring traders can realistically do to stand out. Whether you’re trying to break into commodities trading or looking to level up in the industry, this episode gives rare insider clarity on how trading desks truly think.

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In this episode of Industry & Leadership, Onyx's CEO Greg Newman sits down with barrister Adam Solomon KC to unpack one of the most closely watched employment-law disputes in the commodities trading world.

The discussion centres on a highly unusual non-compete case involving illness during a year-long notice period, alleged competitive activity, and the complex interaction between medical evidence, confidential information, and restrictive covenants.

Adam explains why this case stood out: the courts were asked to decide whether a company could enforce 12 months of notice plus 12 months of non-compete, effectively keeping an employee out of the market for two years. The episode explores how judges approach questions of illness, memory-based knowledge, confidentiality, and the credibility of competing narratives.

Greg and Adam also examine the broader dynamics behind employer-versus-employer disputes, the strategic behaviour of legal teams, and the often-misunderstood role of conduct, regulatory issues, and aggressively obtained evidence in determining outcomes.

⏱️ Chapters
00:00 – Introduction & Case Background
01:27 – Illness, Notice Periods & Covenant Enforcement
02:20 – Why This Dispute Was Unusual
03:22 – What the Case Was Really About: Business vs Business
05:55 – Confidential Information, Memory & Non-Competes
07:45 – Judicial Reasoning & Technical Evidence
10:12 – Regulatory Concerns, Exchanges & Brokers
12:05 – Contrasting Outcomes: Why One Employee Won & One Lost
13:48 – Employer Conduct, Ethics & Evidence Gathering
20:55 – Strategy, Law Firm Tactics & Litigation Dynamics
27:00 – Broader Implications for Non-Competes & the Market
32:05 – Costs, Damages & What Would Have Happened on Appeal
35:06 – Final Thoughts & Closing Remarks

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In this special edition of Flux News, Lisa Aziz leads thirty packed minutes of analysis, reaction and market insight following the Chancellor’s long-awaited UK Budget announcement.

With major tax changes on income, pensions, savings, property and electric vehicles — plus a controversial bundle of pre-budget leaks — the statement has already stirred political confrontation and market volatility. We hear from the Chancellor, Opposition response, and experts across the world to understand what the budget really delivers.

Economist Vicky Price unpacks the hidden tax rises, frozen allowances, rising business costs and the challenges ahead for UK growth. Our global team of trading specialists — including James Brodie, Jorge Montepeque, Martha Dowding, and Manny Newman — assess how the budget lands across London, Dubai, Singapore and the wider global markets.

From Gilt yields and currency moves to Asian investor sentiment and the future of UK oil and gas infrastructure, this episode delivers a comprehensive, global view of a budget announced late, leaked early and debated fiercely.

A must-watch for anyone navigating markets, policy, or the UK’s economic future.

A potential Ukraine-Russia peace deal sends shockwaves through global oil markets - could crude really crash toward $30 a barrel? Greg Newman, CEO of Onyx Capital Group and Julian Keites from Flux Markets join Martin Stanford to unpack the unprecedented volatility, from floating barrels to a possible whiplash in consumer fuel prices.

The panel dives into France’s surprise discovery of naturally occurring “white hydrogen,” debating whether it’s the real breakthrough the energy transition has been waiting for - or just another over-hyped curiosity. Plus, we break down the UK’s new nuclear reform report, the hidden signals in the Chancellor’s budget, the latest twists in gas and petrol prices across Britain, and whether COP30 delivered action or just more diplomatic hot air.

Fast-moving, data-driven, and unfiltered: this week’s UK Energy Show delivers the essential insights behind every headline shaping the global energy story.

#EnergyNews #OilMarkets #GasPrices #CrudeOil #EnergyTrading #Commodities #EnergyMarkets #GlobalEnergy #OilAndGas #EnergyTransition #UkraineRussia #Geopolitics #PeaceDeal #MarketVolatility #MacroNews #GlobalMarkets #USPolitics #Sanctions