What's In Store for August? | Macro Mondays: August 4, 2025
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Aug 4, 2025
Dive into the latest macro news, from Trump's tariffs to crypto fluctuations and the impact of recent staffing changes on economic data. Enjoy light-hearted banter while reflecting on global market dynamics and exploring geopolitical tensions, particularly between the U.S. and Russia. Gain insights on navigating August's market trends, emphasizing stable conditions despite seasonal patterns. Plus, uncover how technology, cryptocurrency, and metals are influenced by shifting political landscapes and liquidity dynamics.
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Medvedev: Russia's Internet Troll
Dmitry Medvedev acts as an internet troll for Russia, amplifying fearsome nuclear war messages.
He is more of a survival tactic figure than a serious political leader now.
insights INSIGHT
World War III Fears Overblown
Fear of World War III is overstated despite aggressive rhetoric between Trump and Russian leaders.
Preparing for nuclear war while investing in markets is contradictory and unlikely to offer protection.
insights INSIGHT
US Labor Data Quality Declines
The Bureau of Labor Statistics is losing data quality due to staff cuts and hiring freezes.
Markets will increasingly rely on alternative data sources for economic insights.
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Steno Research founder and CEO Andreas Steno is back with his co-host, Mikkel Rosenvold, the firm's partner and head of geopolitics, to dissect the latest macro news — from Trump's tariffs and crypto dips to the firing of the head of the Bureau of Labor Statistics. Plus, the guys discuss how their portfolio is set to navigate the month ahead.
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