Real Vision: Finance & Investing

Macro Mondays: Brace Yourselves, Liquidity Is Coming - Top Trades for 2025 ft. Andreas Steno Larsen & Mikkel Rosenvold

8 snips
Jan 6, 2025
Dive into the dynamic world of online trading as experts discuss the surge of Bitcoin and the volatility shaping 2025. Explore the implications of tariffs on markets and political maneuvers that could shape economic policies. The interplay between government decisions and cryptocurrency sparks intrigue, while insights on dollar fluctuations reveal strategic trading opportunities. Discover how global liquidity could impact various assets and get ready for upcoming community celebrations in the trading sphere!
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INSIGHT

Interest Rate Cuts

  • The Federal Reserve might cut interest rates due to pressure from the White House.
  • This could happen even if the economy performs reasonably well.
ADVICE

European Fixed Income

  • Consider investing in European fixed income, such as French bonds.
  • The European Central Bank will likely purchase sovereign debt again this year.
ADVICE

Commodity Spread Trade

  • Buy copper and sell iron ore as a spread trade, focusing on China's shifting needs.
  • China will prioritize data centers and solar parks over infrastructure, impacting commodity demand.
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