Macro Mondays

The discussion kicks off with Ukraine's audacious drone strike on Russian air bases, setting the stage for shifts in global markets. Rising commodity prices, especially in oil and metals, come under scrutiny as geopolitical tensions escalate. There's a deep dive into Europe's soaring defense budgets, particularly Denmark's significant increase. Macro trends reveal concerns about the U.S. budget deficit and its effects on bond markets. Finally, trade policies from previous administrations are analyzed for their lingering impacts on tariffs and market strategies.

The podcast dives into the recent U.S. debt downgrade by Moody's and its possible repercussions on market stability. Discussions on geopolitical developments highlight Middle Eastern investment pledges and their skepticism. The conversation shifts to Bitcoin's performance against rising bond yields, examining market psychology. With insights into the impact of the Pope's passing on U.S.-Europe trade, the hosts also address NATO's defense spending challenges and the evolving cybersecurity investment landscape. It's a thought-provoking analysis of macroeconomic trends and personal finance dynamics.

Explore the surprising connection between a football match and a new U.S.-China trade deal, and its impact on cryptocurrency. Delve into the geopolitical landscape, focusing on potential peace talks between Ukraine and Russia, and the resulting market ripple effects. Discover how Ethereum is bouncing back as oil prices spike and learn about inflation's influence on investment strategies. Finally, dive into the latest initiatives aimed at lowering prescription drug costs and how they tie into the global economic scene.

The hosts dive into the evolving trade relations between the U.S. and China, highlighting a recent surge in Chinese purchases of U.S. Treasuries. They delve into the fluctuation of the New Taiwan dollar and the surprising positive ISM services report. A bold proposal for hefty tariffs on foreign films sparks a discussion on its impact on digital content and streaming giants. Additionally, the show assesses the implications of currency dynamics amid a weaker dollar and explores global monetary policy's influence on market sentiment.

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.

In a tumultuous market, sharp declines in indices raise eyebrows. The discussion unveils hidden investment opportunities during panic. Newly imposed tariffs with Vietnam complicate global trade, influencing companies like Nike. Madagascar's economic struggles highlight global trade intricacies, as the U.S. shows resilience. The hosts analyze market dynamics, indicating signs of reversal and offering strategic investment insights in commodities amid shifting Federal Reserve policies.

Explore the volatile intersection of geopolitics and economics as tensions rise between the U.S. and Russia. Discover how Trump's tariffs could reshape global markets and stir concerns around China and Europe. Dive into the recent S&P 500 correction and its potential recession implications, while also learning about the political strife in France and its surprising effects on investor confidence. Finally, navigate through investment strategies in uncertain times as safe havens dwindle, with a focus on commodities like gold.

Dive into the complex world of geopolitics and its ripple effects on global markets. Discover the unique geopolitical dynamics of Greenland between the U.S. and Denmark, and the ongoing negotiations in the Ukraine conflict that could sway market stability. The impact of shifting European defense strategies under the Trump administration reveals urgent calls for increased military output. Lastly, reassess European equities as U.S. growth slows, highlighting new investment strategies in a changing landscape.

Join Andreas and Mikkel as they dive into the intricacies of global markets! They explore the impact of American strikes in Yemen and the hesitance of European fund managers towards Tesla amid political tensions. The conversation navigates the divide between perceived and actual inflation, suggesting it could shape investment strategies. They discuss global liquidity dynamics, the U.S. fiscal deficit, and the ripple effects of a strong dollar on international markets. It's a fascinating blend of politics and economics!

The discussion dives into the current volatility in equity markets, driven by trade policy uncertainty. They analyze the economic impact of Trump's presidency on bond yields and the dollar. Insights on European investments reveal caution due to political instability. There's a compelling look at the challenges in the European defense sector, particularly around energy reliance. Finally, the hosts explore the dynamics of the dollar and Bitcoin, suggesting it might be a prime time for investors to consider accumulating digital assets.