Macro Mondays

Andreas Steno and Mikkel Rosenvold of Steno Research break down the latest news and trends driving markets, from inflation and labor data to Bitcoin’s rally and the Japanese bond market action.

Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the biggest news and trends driving global markets.

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research preview the upcoming Fed interest rate decision and break down everyting driving markets right now. Here's what's on the docket: Why the current U.S. equity rally is still the “most-hated” on Wall Street, how AI-driven CapEx could reshape the business cycle, shifting U.S.-China trade ties, dollar positioning, and what it all means for crypto and risk assets.

Andreas Steno and Mikkel Rosenvold of Steno Research dissect the latest news and trends after another weak jobs reports injected more uncertainty into markets. From what the labor data means for rate cuts to oil’s contrarian setup and political crises in France and the UK, they connect the dots. 🔥 FINAL HOURS: Get 50% OFF Real Vision Connect https://rvtv.io/3UenXVY [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2xMdklDS29iUldiVTJZcjc0LWlUMnBILXlvZ3xBQ3Jtc0ttczdmX3NDaUlkVFFoVEtRYU9YaXJFcFFNNkdPcTlTRGNFNnZuOE9zTnNmQkJPWk5VeDJRV3MydFFUOVF2U05lYW5Xc2dqU0YtS2hQaWtsd0psUkRLQWEtNFZUcjY5NHYyel9RQndRXzZlUXAwQUJhZw&q=https%3A%2F%2Frvtv.io%2F3UenXVY&v=rpT_JnkK_94]

Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the fallout from Fed Chair Jerome Powell’s Jackson Hole press conference, Trump’s attacks on Fed Governor Lisa Cook, and the growing political pressure on the FOMC. They also dive into U.S. equity flows, crypto volatility, China’s stock rally, and why investors may be underestimating America’s rebound.