Global Trade Rewired | Macro Mondays (July 07, 2025)

Jul 7, 2025

The hosts delve into the Swedish inflation shock and its global implications. They discuss AI's transformative effects on labor markets and OPEC's strategic maneuvers in the price war. A closer look at Trump's tariff strategies reveals potential misunderstandings in the market. As they analyze trade deals, the conversation pivots to tech employment's critical turning point. China’s role in global trade and critical economic insights round out a discussion brimming with predictions and analysis.

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INSIGHT

Swedish Inflation Shock Insight

Sweden's inflation surge signals potential rebound of core goods inflation globally.
This inflation uptick may coincide with economic growth and increased liquidity, impacting markets profoundly.

INSIGHT

Trump's Idiosyncratic Trade Deals

Trump’s trade deal decisions are idiosyncratic, based on gut feeling toward countries.
Countries like India, Mexico, and the EU show progress in negotiations amid complex trade dynamics.

INSIGHT

OPEC's Oil Price War Strategy

OPEC's increased oil production aims to regain market share by targeting higher-cost US shale oil.
This strategy acts like a price war, lowering prices and suppressing inflation.

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Andreas Steno Larsen and Mikkel Rosenvold return to discuss the Swedish inflation shock, AI’s growing impact on labor markets, OPEC’s price war strategy, and the Trump’s looming trade deal deadline. They break down whether the market is misunderstanding Trump’s tariff strategy, which countries may strike deals, and why tech employment is at an inflection point. 📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing 📣 *This episode is brought to you by VeChain. VeChain has been delivering real-world blockchain utility since 2015, long before the hype. From powering supply chains and carbon tracking to food safety and enterprise tools, its protocol is proven, scalable, and trusted. Now, it enters a new era: “VeChain Renaissance”, powered by the VeBetter ecosystem and an ambitious technical roadmap. With modular upgrades, performance boosts, and the introduction of VeBetterDAO, VeChain is embracing open participation, while keeping the enterprise-grade reliability it’s known for. The next phase has already landed: Stargate - VeChain’s new staking program. 👉 To read more, visit: https://www.stargate.vechain.org

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