Macro Mondays

In the weekly macro update, Andreas Steno and Mikkel Rosenvold guide you through current macro events, including tariffs, Ukraine, liquidity and soft commodities. Hear why: - Peace in Ukraine might be imminent - Reciprocal tariffs are GOOD - Sugar might be the hottest commodity And much more!

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics, to break down the latest news and forces driving global markets on this live edition of Macro Mondays.   Timestamps: 00:00:08 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=8s] – Introduction & Market Overview 00:00:30 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=30s] – Trump’s Tariff Moves: Market Implications 00:01:49 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=109s] – Global Leaders Navigating U.S. Trade Policies 00:02:58 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=178s] – Real Vision Sneak Peek & Macro Analysis 00:04:04 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=244s] – Kanye West’s Surprising Take on Liquidity 00:06:08 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=368s] – Ethereum Sentiment at Rock Bottom? 00:07:44 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=464s] – The Business Cycle Outlook for 2025 00:10:07 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=607s] – Manufacturing Rebound: The Key Bullish Signal 00:11:19 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=679s] – Global Equities: Who’s Winning in 2025? 00:13:11 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=791s] – Commodities & Inflation Trends to Watch 00:15:26 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=926s] – The Impact of Trump’s Deregulation on Financials 00:19:08 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=1148s] – Geopolitical Risks Are Fading—What That Means 00:20:12 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=1212s] – The Dollar’s Future: When Will It Weaken? 00:22:48 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=1368s] – Tariff Wars: How Europe Might Benefit 00:25:13 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=1513s] – CPI Predictions & Market Expectations 00:28:17 [https://www.youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=1697s] – Key Investment Opportunities & Final Thoughts

Andreas Steno Larsen, founder, and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news in markets. 📣 This episode is sponsored by TOKEN2049. Join 15,000 attendees and over 200 exhibitors from 30 April to 1 May at TOKEN2049 Dubai, the premier crypto event of the year. Raoul Pal and over 200 leading voices in crypto will take the stage, as TOKEN2049 takes over the majestic Madinat Jumeirah in Dubai.  Be part of two days of unparalleled networking, groundbreaking insights, and truly immersive experiences you won’t want to miss. With over 500 side events, Dubai will be the industry’s focal point—and the place to be for everyone in crypto this April.  Grab your tickets at dubai.token2049.com with promo code REALVISION for an exclusive 10% off—only while tickets last  📣 This episode is brought to you thank you to Consensus. Crypto’s most influential event is coming to Asia. Consensus Hong Kong 2025—the #1 destination for dealflow—will take place February 18-20. Curated by CoinDesk, this event brings together global leaders, innovators, investors, and brands in the heart of Asia’s financial hub.  With unparalleled networking opportunities and exclusive access to top decision-makers, Consensus Hong Kong is where partnerships are forged, deals are secured, and the future of digital assets is shaped. Whether you're an investor, founder, or executive, this is your chance to connect with the biggest names in the industry and make valuable connections that will drive your business forward.  👉  Don't miss your chance to be at the center of the Web3 movement. Take 15% off your registration with code REALVISION15. Register now at coindesk.com/consensus-hk to secure your spot and be part of the conversations shaping the future of crypto and digital assets.   01:46 [https://www.youtube.com/watch?v=yvyKI6EuTDU&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=106s] - Macro Mondays: Global Markets and Trade Wars 3:15 [https://www.youtube.com/watch?v=yvyKI6EuTDU&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=195s] - Deep Sea AI: From Major Breakthrough to Market Fizzle? 04:50 [https://www.youtube.com/watch?v=yvyKI6EuTDU&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=290s] - Trade Wars: Tariffs on China, Mexico, and Canada 10:00 [https://www.youtube.com/watch?v=yvyKI6EuTDU&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=600s] - Trump’s Tariff Strategy: Bluff or Real Economic Policy? 13:00 [https://www.youtube.com/watch?v=yvyKI6EuTDU&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=780s] - Crypto Market Crash 15:00 [https://www.youtube.com/watch?v=yvyKI6EuTDU&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=900s] - Possibility of US Capital Gains Tax and A Weaker Dollar? 18:40 [https://www.youtube.com/watch?v=yvyKI6EuTDU&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=1120s] - Macro Meets Micro - The Eurodollar 19:50 [https://www.youtube.com/watch?v=yvyKI6EuTDU&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=1190s] - European Growth Challenges: Can the EU Compete? 21:30 [https://www.youtube.com/watch?v=yvyKI6EuTDU&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=1290s] - High Conviction Themes: Gold, The Dollar, And Manufacturing Cycle 25:00 [https://www.youtube.com/watch?v=yvyKI6EuTDU&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1&t=1500s] - How Tariffs Impact Inflation Music license ID: WJ6TRPVHFD

Apologies for the late update - we had some technical difficulties. Remember to check out RealVision.com for your options and extended coverage. Hosts: Mikkel Rosenvold and Andreas Steno

We preview the Trump Inauguration from a Macro perspective - AND try to take a break from all the Trump nonsense with some good old macro analysis! Hosts: Mikkel Rosenvold and Andreas Steno