Macro Mondays

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  Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026 14.09.2026 30min

  Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is starting to emerge, and what it all means for the risk-on trade. Be sure to check out the Steno Nowcasting Dashboard for the latest signals on growth, inflation, and liquidity, only on Real Vision! 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Monday...
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  Is Risk-On Too Risky? | August 31, 2026 31.08.2026 29min

  Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest escalation in the Middle East following U.S. attacks on Larka Island. Is the war restarting, and could renewed geopolitical risk disrupt the market setup just as investors were beginning to embrace the bull case? 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Mondays with An...
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  Are Markets About to Rip Higher?| August 24, 2026 24.08.2026 31min

  Andreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break down Scott Bessent’s latest intervention in bond markets and what it could mean for yields, the U.S. dollar, and global liquidity. Plus, they dig into the intensifying Anthropic vs. OpenAI battle and ask whether markets are getting another dose of “Warsh hopium” after Friday’s price action. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real...
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  Inflation Is Cooling, So What Is the Fed Seeing? | Macro Mondays: August 17, 2026 17.08.2026 30min

  Andreas Steno and Mikkel Rosenvold are back for another episode of Macro Mondays, boiling down the latest topics, from why the Fed may still be overreading inflation risks to why Donald Trump ordered a pullback on military exercises in South Korea. Plus, Andreas lays out his favorite trades for the current macro regime. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Goldilocks Is Back? Why Growth and Inflation Are Finally Aligning 05:02 - US Consumer Stre...
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  Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026 10.08.2026 26min

  Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They break down Andreas’ latest convictions on where we are in the business cycle, and whether Kevin Warsh and the Fed are misreading the setup. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:23 - CPI Preview: Is Inflation Falling Faster Than Expected? 01:11 - Why Tariff Refunds ...
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  U.S. Rescues The Yen | Macro Mondays August 3, 2026 03.08.2026 26min

  Andreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the yen and what the market reaction says about currencies, rates, and the future of the carry trade. They Unpack Donald Trump’s decision to postpone planned strikes on Iran in favor of renewed talks, and examine the implosion of Leopold Aschenbrenner’s highly leveraged AI hedge fund and what this means for the AI trade. L...
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  China Just Shocked The AI Race | Macro Mondays: July 20, 2026 20.07.2026 30min

  Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran are reshaping energy markets. And what of Donald Trump's renewed accusations against China? Andreas and Mikkel get into it all. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 01:30 - Kimi AI Shock: Has China Taken the Lead? 02:28 - Kimi K3 vs ChatGPT and Claude: What ...
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  Why Did the Iran War Restart? | Macro Mondays July 13, 2026 13.07.2026 31min

  Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what it tells us about the health of the AI trade; and a worrying new trend in the U.S.-China rivalry. Monarch is the personal finance app that tracks everything – accounts, investments, savings, and spending. Use code REALVISION at Monarch.com to get your first year half off at just $50. ...
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  The Fed's Mistake | Macro Mondays: July 6, 2026 06.07.2026 31min

  Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why inflation may be falling faster than policymakers expect, whether investors are once again wrong on oil, and discuss the political and economic implications of the FIFA World Cup. 00:22 - Macro Mondays: Inflation, Oil, Korea, and the Memory Trade 03:41 - Inflation Is Rolling Over Faster Than Markets Expect 08:...
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  Is Everyone Wrong About the Dollar? | Macro Mondays: June 26, 2026 29.06.2026 30min

  Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire are, and previews a consequential week for markets ahead, packed with Manufacturing PMI, Nonfarm Payrolls data, and Kevin Warsh's speech. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50. 🔥 Our Biggest...
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  Is Oil Still Flowing? | Macro Mondays: Monday, June 22, 2026 22.06.2026 23min

  Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the Strait of Hormuz, how oil markets have responded, and why the feared supply shock never materialized. 01:00 - Macro Mondays: Is the Oil Still Flowing? What Markets Need to Know 03:22 - Strait of Hormuz Reopens? What the Shipping Data Really Shows 05:25 - Oil, Jet Fuel, and Fertilizer Price...
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  Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays 15.06.2026 25min

  Andreas Steno is back to break down recent market volatility, unpacking all the key drivers, from global liquidity dynamics to the evolving peace deal between the U.S. and Iran, which has seemingly opened the Strait of Hormuz. But is the deal actually done!? 00:07 - US-Iran Deal Nears: What It Means for Markets 02:00 - Inside the 60-Day Iran Deal and Strait of Hormuz Reopening 04:37 - Oil Market Surplus: Why Crude Could Fall Below $70 08:02 - Iran Sanctions Lifted: The New Supply Shock...
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  Panic or No Panic? | Macro Mondays: June 8, 2026 08.06.2026 29min

  Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer. Timestamps: 01:05 - Macro Mondays: Red Friday, Jobs Shock, and Middle East Risk 03:15 - Real Vision Updates, Alpha Access, and This Week’s Schedule 05:40 - What Actually Caused Friday’s Market Selloff? 07:21 - Nasd...
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  3 Banger Trades For June | Macro Mondays: June 1, 2026 01.06.2026 29min

  Andreas Steno Larsen and Mikkel Rosenvold are back to break down the key macro themes driving markets into June. From the latest developments in Iran to bottlenecks and bitcoin, they unpack what could become the next key trades, and whether liquidity and macro data can continue to support the meteoric rise in risk assets. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real V...
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  Is Iran War Deal Imminent? | Macro Mondays: May 25, 2025 25.05.2026 29min

  Real Vision’s Mikkel Rosenvold and Andreas Steno Larsen break down the latest market reaction to reports of a possible Strait of Hormuz deal, what it could mean for oil and inflation, and why the next phase of the market may depend on whether Middle East tensions truly de-escalate. They also explore a surprising inflation driver in hardware and semiconductors, explain why consumer spending is holding up better than many expect, and share the sectors they’re watching next. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 t...
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  Are Markets Ignoring Inflation? | Macro Mondays: May 18, 2026 18.05.2026 31min

  Andreas Steno and Mikkel Rosenvold are back to break down the aftermath of the highly anticipated meeting between Donald Trump and Xi Jinping. They also dive into rising bond yields, whether markets should start worrying about rates again, and if the latest inflation reports signal something more persistent beneath the surface. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Monarch Sponsor 01:05 - Macro Mondays: Trump-Xi, Rates, Inflation, and Iran Hopeium 02...
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  It’s Beginning To Look A Lot Like COVID! | Macro Monday's May 11, 2026 11.05.2026 30min

  Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today’s macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supply chain pressures. Additionally, they assess the highly anticipated meeting between Donald Trump and Xi Jinping, and monitor the latest developments in peace talks for both Iran and Ukraine. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 01:07 - Why 2026 Is Starting...
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  Inflation Inbound? | Macro Mondays: May 4, 2026 04.05.2026 28min

  Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism. Timestamps: 01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble 02:02 - Real Vision Portfolio Update...
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  The Rally Nobody Believes In | Macro Mondays: April 27, 2026 27.04.2026 28min

  Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom out to the global growth picture, exploring why sentiment remains bearish, yet equities continue to grind higher. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Welcome to Macro Mondays with Andreas Steno & Mikkel Rosendvold 01:06 - Real Vision Pro Portfo...
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  War, Oil & Liquidity - What’s Driving Markets Now! | Macro Monday: April 20, 2026 20.04.2026 28min

  As the ceasefire between the U.S. and Iran falters, bringing oil flows back under pressure, Andreas Steno Larsen and Mikkel Rosenvold break down the geopolitical fallout, from jet fuel shortages to shifting supply dynamics. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Welcome to Macro Mondays with Andreas Steno & Mikkel Rosendvold 01:06 - Is the War Back On? Jet Fuel Shortages and What’s Holding Markets Up 01:55 - Psychedelics Stocks Surge After Tr...