Decode three pivotal forces reshaping global markets in Q3 2025. In this episode of Markets in Minutes, we explore Trump’s reciprocal tariff framework as a form of strategic economic statecraft—blending trade pressure with the GENIUS Act’s potential $2 trillion boost to Treasury demand and the AI Action Plan’s bid to solidify US dominance. We also unpack the Fed’s first policy dissent of 2025, where growing dovish momentum meets a $1 trillion Q3 Treasury borrowing surge—setting the stage for a looming liquidity crunch. Finally, we dissect Big Tech’s Q2 earnings, where real AI monetization has become the new competitive moat: Microsoft and Meta surge ahead, while Apple and Amazon struggle to turn infrastructure into revenue. Our research reveals a moment of deep structural transition, as technology, geopolitics, and monetary shifts converge to redefine the global economic order.

https://en.macromicro.me/blog/wefc-you-re-fired-said-the-jobs-report-first

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