Crypto Volatility, China Rallies... Is the U.S. Next? | Macro Mondays: August 25, 2025
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Aug 25, 2025
Market dynamics are shifting after Jerome Powell’s recent speech, leading to a wave of investor speculation. The discussion dives into the volatility of cryptocurrencies and the surprising rally of Chinese stocks. There's a closer look at how political appointments could affect monetary policy and the economic implications of a weaker dollar. Amidst tariff concerns and geopolitical tensions, a contrarian view on Bitcoin emerges, hinting at untapped potential in both traditional and crypto markets as America’s recovery gains momentum.
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insights INSIGHT
Fed Under Unprecedented Political Strain
Political pressure on the Fed is unusually intense and risks influencing committee dynamics.
Andreas and Mikkel highlight potential forced resignations and a push for a supermajority on the FOMC.
insights INSIGHT
Powell Stayed In His Lane
Powell stayed 'in his lane' at Jackson Hole, avoiding direct political statements which calmed markets.
Andreas argues the market reaction reflected positioning and profit-taking rather than new policy signals.
insights INSIGHT
Record Flows Into US Despite Skepticism
Flows into U.S. assets hit record levels despite narratives that U.S. markets will underperform.
Andreas sees 'reluctant' participation from investors, suggesting the rally may have legs.
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Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the fallout from Fed Chair Jerome Powell’s Jackson Hole press conference, Trump’s attacks on Fed Governor Lisa Cook, and the growing political pressure on the FOMC. They also dive into U.S. equity flows, crypto volatility, China’s stock rally, and why investors may be underestimating America’s rebound.
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