Real Vision: Finance & Investing

Macro Monday: What Trump's Tariff War Means for Markets ft. Andreas Steno & Mikkel Rosenvold

Feb 10, 2025
Dive into the world of tariffs and their surprising effects on global markets. Discover how Trump's policies influence commodity prices and drive inflation trends. Explore the cautious optimism in European banking and mining sectors. Also, gain insight into Ethereum's bearish sentiment and the potential for a price rebound. And don’t miss the lively discussions on how international diplomacy and pop culture connect with finance in a fun and engaging way!
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INSIGHT

Premature Peak Calls

  • The current market sentiment is exceptionally weak, with many prematurely calling a market peak.
  • Focus on underlying economic indicators like the manufacturing cycle, which suggests a bullish outlook.
INSIGHT

Pro-Cyclical Signals

  • Rising demand for physical goods, from food to raw materials, signals a pro-cyclical macroeconomic environment.
  • This suggests a potential upswing in commodities like copper and zinc, indicating real economic growth.
ADVICE

Sector-Specific Opportunities

  • Consider investing in financials, technology, materials, and mining sectors during a pro-cyclical market upswing.
  • The mining sector, particularly gold miners, presents a good opportunity due to increasing profit margins.
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