🔥 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Welcome back to Macro Monday. Today's topic: Trump's Impact on Europe & the Dollar
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 discuss the latest global macro trends and news. They discuss the evolving fiscal and geopolitical landscape in Europe, shifts in the U.S. dollar, Nvidia earnings expectations, Japanese rate hikes, and much more.
📣 This episode is brought to you by Bitwise Asset Management. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the access they need. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors.
👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Carefully consider the extreme risks associated with crypto before investing.
Timestamps:
00:00 – Introduction & Welcome
00:01:30 – Weekly Recap & Trading Banter
00:03:15 – Federal Layoffs & Economic Impact
00:05:10 – German Elections & Fiscal Reforms
00:09:46 – Europe-US Diplomatic Moves & Trade Talks
00:11:09 – US–Ukraine Mineral Deal Controversy
00:12:30 – Bullish Europe & Market Dynamics
00:15:35 – Japan’s Monetary Policy & Economic Surprises
00:18:23 – Dollar Trends & Global Currency Shifts
00:22:46 – EU Federalism & Budget Collaboration
00:25:29 – Upcoming Reports: Nvidia & GDP Insights
00:27:29 – Debating Recession Forecasts & Market Bubbles
00:32:43 – Closing Remarks & Final Thoughts
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