Macro Mondays

The Fed's Mistake | Macro Mondays: July 6, 2026

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 08:17 - Oil Outlook: Why the Hormuz Shock Never Became a Crisis 10:19 - Strait of Hormuz Bypass Trade and China’s Oil Buying Strike 13:03 - Why Iran Has Already Lost Leverage Over Hormuz 20:48 - Meta, AI Compute Demand, and Why CapEx Isn’t Slowing Down 22:57 - Korea Exports, HBM Demand, and the Next Leg of the Memory Trade 26:44 - Samsung Earnings, Hynix Listings, and What Comes Next for AI Stocks #macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Is Everyone Wrong About the Dollar? | Macro Mondays: June 26, 2026

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 Sale Ever, Don't Miss the Generational Setup realvision.com/pricing 00:22 - Macro Mondays Returns: Dollar, Hormuz, and Kevin Warsh Preview  03:01 - June Winners and Losers: Memory Stocks, Biotech, and the Dollar 05:11 - Is the Hormuz War Back On or Is Oil Still Flowing? 09:11 - Is Everyone Wrong on the US Dollar? 13:34 - Kevin Warsh’s Big Test: Will the Fed Pivot Again? 17:42 - Jobs Report Preview: Why Payrolls Could Surprise Lower 20:32 - How to Position Your Portfolio Heading Into Summer Vacation 23:30 - AI Trade Check-In: Token Prices, Micron, and Memory Demand 27:30 - Apple, China Memory Chips, and the Next Consumer Scarcity Risk #macromondays #realvision #andreassteno #mikkelrosenvold #geopolitcs #macro  🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Is Oil Still Flowing? | Macro Mondays: Monday, June 22, 2026

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 Prices Are Rolling Over Fast 07:51 - Falling Inflation Changes the Entire Macro Regime 09:24 - Why Central Banks Still Haven’t Caught Up to the Disinflation Shift 13:17 - Anthropic Export Curbs and the New AI Arms Race 17:51 - SpaceX IPO Mania and What It Says About Risk Appetite 19:55 - IPO Boom, Liquidity, and Why This Cycle May Still Have Room to Run 22:45 - South Korea Exports and Why Semiconductors Still Look Strong 17:15 - Defining Therapeutics, Psychedelics, and the Next Big Micro Trade 19:35 - MicroStrategy, Bitcoin Risk, and What Actually Matters Now #macro #andreassteno #macromondays #realvision  🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays

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 for Global Oil 10:56 - ECB Rate Hike Timing Looks Worse After Hormuz Breakthrough 13:17 - Anthropic Export Curbs: Why AI Models Are Becoming Too Big to Fail 17:51 - SpaceX IPO Surge and What It Says About Risk Appetite 19:55 - IPO Boom, Liquidity, and Why This Cycle May Have Further to Run 21:08 - AI Token Pricing, OpenAI, and Anthropic Ahead of IPO Season 22:45 - South Korea Exports, Semiconductors, and the Next Leg of the AI Trade 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Panic or No Panic? | Macro Mondays: June 8, 2026

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 - Nasdaq Damage, CTA Flows, and Why the Straight-Line Rally Is Over 09:45 - Was Friday a VaR Shock and What Happens Next? 12:06 - The Jobs Report, World Cup Hiring, and Why Payrolls Beat Expectations 14:07 - Kevin Warsh, the Fed, and Why Rate Cuts Just Got Harder 17:38 - SpaceX IPO, Big Tech Equity Raises, and the Liquidity Squeeze 22:01 - The One Chart to Watch: AI Token Pricing and the Data Center Trade 24:37 - Iran, Israel, and Why Markets Still Aren’t Panicking 27:24 - Oil, Fertilizer, and Why the Hormuz Crisis Trade Keeps Fading #macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics #markets #Iran #jobs  🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf