Grimm Global Macro Aggregator (GGMA)

You missed some action in EURCHF this morning in our chat on the app. 📲 Start your three-month free trial until the end of May — no credit card required: ggma-app.com/sign-up 🍏 GGMA Squawk is also available on the iPhone: apps.apple.com/ch/app/ggma-sq…

#FF @C_Barraud @LiveSquawk @VMRConstancio @AdamPosen @SpencerHakimian @MikaelSarwe @dlacalle_IA @Ksidiii @DeItaOne @dampedspring @themarketear @JackFarley96 @jeuasommenulle @FerroTV @chigrl @PiQSuite @vtchakarova @Alea_ @jnordvig @VPatelFX @TheStalwart @SpecialSitsNews @BobEUnlimited @RenMacLLC @agnostoxxx @passedpawn @amital13 @Globalflows @neilksethi @TheMichaelEvery @sidprabhu

@C_Barraud @LiveSquawk @neilksethi @VMRConstancio @NCheron_bourse @agnostoxxx @fastrevealnews @MikaelSarwe @enlundm @Newsquawk @ForexLive @dlacalle_IA @vtchakarova @AnilVohra1962 @Sino_Market @fxmacro @PiQSuite @MikeZaccardi @NicolasGoetzman @Mayhem4Markets @CryptoeconRyan Dear Christophe, happy Friday. Thank you very much for having me on this great list again. Have a great weekend everyone, G

#FF @LiveSquawk @neilksethi @VMRConstancio @NCheron_bourse @agnostoxxx @fastrevealnews @MikaelSarwe @enlundm @Newsquawk @ForexLive @dlacalle_IA @vtchakarova @AnilVohra1962 @GFXFTs @Sino_Market @fxmacro @PiQSuite @MikeZaccardi @NicolasGoetzman @Mayhem4Markets @CryptoeconRyan

@C_Barraud Great overview

🇪🇺 Key #Eurozone countries taking action on energy prices 🇮🇹 #Italy: Tax reductions and windfall taxes on energy companies (profit levies) x.com/C_Barraud/stat… 🇪🇸 #Spain: Large emergency package (tax cuts, subsidies, rent controls) Structural reforms (e.g. decoupling gas/electricity pricing earlier) x.com/C_Barraud/stat… 🇵🇹 #Portugal: Legal framework for electricity price caps during crises reuters.com/sustainability… 🇬🇷 #Greece: Caps on fuel profit margins and subsidies bloomberg.com/news/articles/… 🇦🇹 #Austria: Fuel tax cuts + caps on retailer profit margins reuters.com/business/energ… 🇸🇰 #Slovakia: Restrictions on fuel sales + differentiated pricing to protect domestic supply reuters.com/business/energ… 🇸🇮 #Slovenia: Direct fuel price caps via tax reductions seenews.com/news/slovenia-… 🇭🇷 #Croatia: cap on motor fuel prices english.news.cn/20260309/852f1…

@C_Barraud @LiveSquawk @neilksethi @VMRConstancio @NCheron_bourse @agnostoxxx @fastrevealnews @MikaelSarwe @enlundm @Newsquawk @ForexLive @dlacalle_IA @vtchakarova @AnilVohra1962 @Sino_Market @fxmacro @PiQSuite @MikeZaccardi @NicolasGoetzman @Mayhem4Markets Dear Christophe, thank you so much for having me on your list again. Have a lovely weekend, G

#FF (a bit late) @LiveSquawk @neilksethi @VMRConstancio @NCheron_bourse @agnostoxxx @fastrevealnews @MikaelSarwe @enlundm @Newsquawk @ForexLive @dlacalle_IA @vtchakarova @AnilVohra1962 @GFXFTs @Sino_Market @fxmacro @PiQSuite @MikeZaccardi @NicolasGoetzman @Mayhem4Markets @CryptoeconRyan

@VincentDeluard joins Harry on LiveSquawk's Market Talk to break down a pivotal week for global markets as the US-Israel-Iran conflict reshapes the macro landscape. The discussion unpacks the Fed's defiant hold — and why Powell's resistance to White House pressure made it the most hawkish FOMC in months without a single rate move. They examine the "Taco Trade" paradox, where equities near record highs and Brent crude at $109 are raising the question of whether investors are dangerously under-pricing a prolonged energy shock. Available on YouTube, Spotify & Apple Podcasts ⁠

#FF @C_Barraud @LiveSquawk @VMRConstancio @AdamPosen @SpencerHakimian @MikaelSarwe @dlacalle_IA @Ksidiii @DeItaOne @dampedspring @themarketear @JackFarley96 @jeuasommenulle @FerroTV @chigrl @PiQSuite @vtchakarova @Alea_ @jnordvig @VPatelFX @TheStalwart @SpecialSitsNews @BobEUnlimited @RenMacLLC @agnostoxxx @passedpawn @amital13 @Globalflows @neilksethi @TheMichaelEvery @sidprabhu

#FF @C_Barraud @LiveSquawk @VMRConstancio @AdamPosen @SpencerHakimian @MikaelSarwe @dlacalle_IA @Ksidiii @DeItaOne @dampedspring @themarketear @JackFarley96 @jeuasommenulle @FerroTV @chigrl @PiQSuite @vtchakarova @Alea_ @jnordvig @VPatelFX @TheStalwart @SpecialSitsNews @BobEUnlimited @RenMacLLC @agnostoxxx @passedpawn @amital13 @Globalflows @neilksethi @TheMichaelEvery @sidprabhu

🍏 GGMA Squawk is also available on the iPhone: apps.apple.com/ch/app/ggma-sq…

🗓️ Event Risk: US jobless claims, trade balance & auctions 📉 Read the full macro brief (no paywall): ggma-app.com/articles 📲 Start your three-month free trial until the end of May — no credit card required: ggma-app.com/sign-up

🚨 Market Open: Key Headlines Markets: Brent Back Above $100 on tanker attacks War costs mount as oil tops $100; Iran's ceasefire terms look like a non-starter EU warns Iran conflict could push the bloc’s inflation above 3% Economists eye April BOJ rate hike after expected hold next week

📉 Read the full macro brief (no paywall): ggma-app.com/public-article… 📲 Start your three-month free trial until the end of May — no credit card required: ggma-app.com/sign-up 🍏 GGMA Squawk is also available on the iPhone: apps.apple.com/ch/app/ggma-sq…

🇪🇺 ECB won't allow repeat of last inflation shock, Lagarde says 🇦🇺 Two of Australia's top banks see the RBA hiking the key rate in March 🇺🇸 JPMorgan is marking down the loan portfolios of private credit groups 🗓️ Event Risk: Today's Macro Roadmap: ECB & Fed speak / US CPI report

🚨 Market Open: Key Headlines 🛢️ Oil prices find relief as WSJ reports on IEA release of reserves proposal 🇺🇸🇮🇷 U.S. escalates strikes on Iran as allies strain under widening Middle East conflict 🇺🇸 Tillis praises Warsh after meeting, yet won't lift Fed blockade

Full brief & real-time macro squawk on GGMA: ggma-app.com/public-article… ggma-app.com/sign-up — 3 months free, no credit card

▪️ Schnabel (16:10 CET) — policy "in a good place," warns against complacency on upside inflation risks from Iran war, energy spikes & persistent labour market tightness 🇺🇸 Fed Vice Chair Bowman (13:30 CET) — supervision & regulation, not monetary policy. Fed blackout in effect.

📍 Tomorrow's Macro Roadmap — Wed 12 March 🇯🇵 Japan PPI 🇩🇪 German Final CPI 🇺🇸 US CPI — February (13:30 CET) Consensus: headline +0.3% m/m (2.4% y/y), core +0.2% m/m (2.5% y/y) Some banks see core firmer — wholesalers & retailers regaining pricing power, supercore accelerating