Are We Watching the Dollar Break? | Andreas Steno Larsen | Macro Mondays

20 snips

Apr 21, 2025

Andreas Steno Larsen discusses the shifting dynamics of global markets, highlighting Trump's rumored influence on the Federal Reserve. The conversation dives into how escalating trade tensions with China may lead to a weaker dollar, prompting investors to consider gold and Bitcoin as safe havens. Key economic indicators and their implications on currency trust are analyzed, alongside the effects of rising bond yields and geopolitical tensions. Overall, it’s a fascinating look at the intricate web of monetary policy and currency dynamics.

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INSIGHT

Shadow Chairman Undermines Powell

Trump likely can't directly fire Jay Powell but could undermine him by appointing a "shadow chairman" now.
This tactic could weaken Powell's power before his term ends in 2026.

INSIGHT

Weaker Dollar Is The Trade Goal

Trump administration's trade tactics aim to weaken the dollar to rebalance trade deficits.
Key officials agree a weaker dollar helps US exports and eases financial conditions globally.

INSIGHT

Gold Benefits From Trade War

Gold's price rise is accelerating due to trade wars and prospects of a weaker dollar.
Gold serves as a hedge against dollar debasement, tariffs, and potential hostile capital wars.

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In this solo edition of Macro Mondays, Andreas Steno Larsen dives into the biggest stories rattling global markets, from Trump’s rumored move against Powell, and the escalating tariff and capital war with China, to gold’s surge, Bitcoin’s breakout and why all roads now lead to a weaker dollar.

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