Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to unpack the U.S.-China trade agreement, the market's reaction, and the key narratives and risks investors need to watch right now.

Steno Research founder and CEO Andreas Steno Larsen is back with his co-host, Mikkel Rosenvold, the company’s partner and head of geopolitics, to dissect whether Donald Trump’s trade war strategy is bearing fruit as China purchases U.S. Treasuries. Plus, they examine what sparked a sudden volatility spike in the New Taiwan dollar.

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.

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to make some sense of the latest news and trends moving driving global markets on this live edition of Macro Mondays.

Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities.

Music license ID: WJ6TRPVHFD

Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the volatile market environment, the impact of the incoming Trump tariffs, and why it's time to worry about China and Europe.

Steno Research partner and head of geopolitics, as well as COO of Asgard-Steno Global Macro, Mikkel Rosenvold is here to break down the many geopolitical events that are affecting investor sentiment right now and how to trade them, including tariffs, Ukraine, Turkey, and more.

Andreas Steno Larsen, founder and CEO of Steno Research and CIO at Asgard-Steno Global Marco, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets on this live edition of Macro Mondays. They discuss the American strikes against the Houthis in Yemen, European fund managers getting wary of Tesla, the global trade barriers, and whether they could bring back the inflation conundrum.

Andreas Steno Larsen, founder and CEO of Steno Research and CIO at Asgard-Steno Global Marco, is back with his co-host Mikkel Rosenvold, Steno Research's head of geopolitics and the fund's COO, to break down the latest global macro trends and news. They dive into the state of the stock market, how much tariffs could affect inflation, where the U.S. dollar is headed, and much more.

In the weekly macro update, Andreas Steno and Mikkel Rosenvold guide you through current macro events, including tariffs, Ukraine, liquidity and soft commodities.

Hear why:

- Peace in Ukraine might be imminent
- Reciprocal tariffs are GOOD
- Sugar might be the hottest commodity

And much more!

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics, to break down the latest news and forces driving global markets on this live edition of Macro Mondays.
 

Timestamps:
00:00:08 – Introduction & Market Overview
00:00:30 – Trump’s Tariff Moves: Market Implications
00:01:49 – Global Leaders Navigating U.S. Trade Policies
00:02:58 – Real Vision Sneak Peek & Macro Analysis
00:04:04 – Kanye West’s Surprising Take on Liquidity
00:06:08 – Ethereum Sentiment at Rock Bottom?
00:07:44 – The Business Cycle Outlook for 2025
00:10:07 – Manufacturing Rebound: The Key Bullish Signal
00:11:19 – Global Equities: Who’s Winning in 2025?
00:13:11 – Commodities & Inflation Trends to Watch
00:15:26 – The Impact of Trump’s Deregulation on Financials
00:19:08 – Geopolitical Risks Are Fading—What That Means
00:20:12 – The Dollar’s Future: When Will It Weaken?
00:22:48 – Tariff Wars: How Europe Might Benefit
00:25:13 – CPI Predictions & Market Expectations
00:28:17 – Key Investment Opportunities & Final Thoughts