Sifting Through the Trade War Market Trends | Andreas Steno Larsen ft Mikkel Rosenvold | Macro Mondays
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Apr 28, 2025
Andreas Steno Larsen and Mikkel Rosenvold dive into pressing global market trends, from U.S.-China trade tensions to Bitcoin's recent surge. They analyze the implications of the Russia-Ukraine ceasefire discussions for European markets and explore the fallout of geopolitical events, including a notable Vatican meeting. The dialogue also highlights the escalating tensions between Pakistan and India and their potential global impacts. With a focus on macroeconomic trends, they discuss investment strategies in light of a strong dollar and evolving inflation.
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insights INSIGHT
Market Skepticism on Ukraine Peace
Peace talks between Ukraine and Russia have not improved market sentiment significantly.
European equities, bonds, and energy prices remain mostly unchanged despite ceasefire discussions.
insights INSIGHT
Russia Stalls to Keep Talks Alive
Russia aims to keep peace talks alive but stalls progress to maintain US involvement.
A full ceasefire is unlikely soon due to huge political disagreements and zero trust.
insights INSIGHT
Hidden US-China Trade Talks
US and China might be quietly communicating despite public denial by China.
Retailers in the US continue shipments from China, hinting at possible trade war de-escalation soon.
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Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news and trends driving global markets. From Ukraine-Russia ceasefire talks to the U.S.-China trade war, dollar debasement, and the bitcoin rally, they cover it all.
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