EVENTS:   The State of US-China and Global Rebalancing - William Hess/PRC Macro & Song Gao/PRC Macro & Ming Wu/PRC Macro - 07 May 25     ROADSHOWS: US Retail, E-tail and Consumer Products Equity Research and Stock Picks - Scott Mushkin /R5 Capital /London   08 - 09 May 25       US Value Equity Ideas - Jonathan Boyar /Boyar Research /London   12 - 15 May 25       US Chemicals Equity Research and Stock Picks - Frank Mitsch /Fermium Research /London   14 - 15 May 25      

The Muppet Show

PPG Macro

Thu 01 May 2025 - 15:00 BST / 10:00 EDT

Topics

* US: Structural cracks before Trump.

* China: Deflation remains entrenched.

* Germany: Dunkelflaute & Deflation.

* UK: Room to surprise.

* Yield curve gyrations and long-term rates.

* FX: Beware the dollar.

* PPG Macro strength is in identifying trading opportunities in Rates and FX.