Real Vision: Finance & Investing Macro Mondays: July 28, 2025 | Andreas Steno & Mikkel Rosenvold
Jul 28, 2025
The hosts dive into the rising significance of cryptocurrency in macroeconomics, sharing insights on Bitcoin's market influences. They unveil a notable merger, while analyzing the latest monetary policies and Ethereum trends. Optimism around improving liquidity and investment opportunities is also explored. Political dynamics surface in discussions about trade agreements and tariffs, reflecting tensions between leaders like Trump and Putin. Finally, urgent issues regarding data privacy are tackled, with resources for listeners to safeguard personal information.
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Trump's Unexpected Shift on Fed
- Trump softened his rhetoric about Fed Chair Powell, calling him a 'good man' despite prior insults.
- This hints at possible Fed rate cut signals in the upcoming July meeting, surprising markets.
Liquidity Signals Economic Recovery
- Liquidity has hit a bottom and is accelerating globally, signaling recovery signs post trade-war thaw with China.
- This up-up scenario (growth and liquidity) mirrors late 2020's positive macroeconomic momentum.
EU Trade Deal: A Political Humiliation
- The EU-US trade deal is seen as humbling for the EU politically but reasonable economically.
- It grants Trump a public relations win without major compromises unfavorable to Europe.