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.
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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
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