Francois Savary, Mark Williams discuss the weeks latest market questions. Joseph Stiglitz thinks the Fed is behind the curve and needs to make deep rate cuts. China exports show sharp increase especially to Europe. Is this caused by price dumping or by demand ? WTI Crude is nearly down to 2023 lows:- Due to supply or demand ? Yield curve back to normal. How sustainable is this ? ECB expected to cut rates this week without waiting to know how big the Fed rate cut is. Markets feel risk-off and is spooked by jobs creation data. CPI and PPI announced thsi week and expected lower. Philly Semi Conductor index is down 25% over past 2 months. S&P 500 is up 2% but what now.
