A Path to Trade War Diffusion | Andreas Steno Larsen ft Mikkel Rosenvold | Macro Mondays
whatshot 17 snips
May 12, 2025
The discussion kicks off with insights on cryptocurrency market dynamics amid U.S.-China trade tensions. Geopolitical shifts, including potential peace talks between Ukraine and Russia, take center stage, impacting defense stocks. A surprising trade truce with China raises questions about future market dynamics and tariffs. The speakers analyze the effects of a weaker dollar on assets like Ethereum and oil, considering macroeconomic trends. The conversation wraps up with trading opportunities and thrilling insights for retail investors.
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insights INSIGHT
Trade Deal Is A Temporary Truce
The U.S.-China trade deal is more of a temporary truce than a comprehensive agreement.
It signals a major shift away from the previous high tariff stance and a step toward reconnection.
insights INSIGHT
Weaker Dollar Expected Post-Deal
The U.S. dollar is expected to weaken as part of the trade deal dynamics.
A weaker dollar benefits China's domestic demand and helps close the U.S. trade deficit.
insights INSIGHT
Potential Goldilocks Economic Scenario
Inflation expectations may fall as tariff tensions ease, while growth expectations could rise.
This combination could create a 'Goldilocks' economic environment favoring markets.
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Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to unpack the U.S.-China trade agreement, the market's reaction, and the key narratives and risks investors need to watch right now.
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