Macro Mondays Rates, Risks, and Reality
30 snips
Jan 26, 2026 A Miami dispatch on how geopolitical shocks are reshaping global markets. Discussion of a shift from U.S. unipolarity toward a U.S.-China bipolar world. Notes on European defense, energy and infrastructure as large investment opportunities. Coverage of precious metals moving from silver into copper and a preview of upcoming central bank rate decisions.
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Live From The Crypto Gathering
- Mikkel Rosenvold recounts attending the Real Vision Crypto Gathering in Miami and meeting speakers like Raoul and Andreas.
- He urges listeners to join next year and suggests locations like Copenhagen for future gatherings.
Davos Signalled A Bipolar World
- Mikkel argues Davos 2026 marks a geopolitical milestone as the world shifts from unipolarity to bipolarity centered on the US and China.
- He sees US struggles to adapt, with Trump reverting to 19th-century great-power tactics alongside new institution-building attempts.
Greenland Standoff Appears Paused
- Mikkel reports Trump declared he would not use military force over Greenland and struck a vague framework deal at Davos.
- He views this as a de-escalation that lets markets and investors move focus elsewhere.