Real Vision: Finance & Investing Macro Mondays: November 24, 2025 | Andreas Steno Larsen and Mikkel Rosenvold
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Nov 24, 2025 Andreas Steno Larsen and Mikkel Rosenvold dive into the latest global market trends, linking them to key news events and administration announcements. They explore the implications of the upcoming Fed meeting, focusing on balance sheet policies over simple rate cuts. The duo discusses renewed peace talks in Ukraine and their potential market impact, alongside liquidity stresses and UK budget risks for investors. They also analyze Bitcoin’s market structure and the shifting landscape for renewable energy investments in a slowing economy.
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Weekly Market Seasonality Pattern
- Weekly seasonality shows strong Mondays and weak Thursdays for markets over recent months.
- Andreas Steno Larsen links this to administration timing of upbeat Sunday/Monday news and negative tariff moves later in the week.
December Fed Decision Is About The Balance Sheet
- December Fed meeting importance centers on both rates and the balance sheet, not just a single cut.
- Andreas Steno Larsen argues committee fractures and John Williams' comments make balance-sheet expansion likely and decisive for markets.
Inflation Probabilities Are Falling Fast
- Real Vision's regime model shows inflation probability falling sharply toward disinflation.
- Andreas Steno Larsen says a soft November inflation print would reinforce the case for easing and lower year-over-year readings.