Dive into the volatile world of global economics, where recent tariff announcements are shaking up trade and markets. Discover how the unpredictability of U.S. leadership is frustrating investors and influencing dollar dynamics. The podcast also tackles the evolving relationship between tariffs and inflation, shedding light on historical cases. Gain insights into the resilience of manufacturing and Europe's challenges while exploring high-conviction trading strategies and the intricate trade ties between Germany and Kyrgyzstan. An engaging listen for market enthusiasts!
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insights INSIGHT
DeepSeek's Impact
The consensus on DeepSeek shifted from a major to a minor AI breakthrough.
This is because its training allegedly used data from OpenAI's ChatGPT model.
question_answer ANECDOTE
Tariff Turmoil
Trump's tariff threats caused market volatility and uncertainty.
He postponed tariffs on Mexico after speaking with Claudia Scheinbaum, but the situation with Canada and China remained unclear.
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.
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01:46 - Macro Mondays: Global Markets and Trade Wars 3:15 - Deep Sea AI: From Major Breakthrough to Market Fizzle? 04:50 - Trade Wars: Tariffs on China, Mexico, and Canada 10:00 - Trump’s Tariff Strategy: Bluff or Real Economic Policy? 13:00 - Crypto Market Crash 15:00 - Possibility of US Capital Gains Tax and A Weaker Dollar? 18:40 - Macro Meets Micro - The Eurodollar 19:50 - European Growth Challenges: Can the EU Compete? 21:30 - High Conviction Themes: Gold, The Dollar, And Manufacturing Cycle 25:00 - How Tariffs Impact Inflation
Macro Mondays