Macro Mondays

Macro Mondays

By Andreas Steno Larsen and Mikkel RosenvoldBusinessInvesting
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Macro Mondays episodes

  • Markets Confront Iran Risk and Fed Policy | Macro Mondays: March 16, 2026

    Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold to discuss the growing risks in Iran and what oil supply disruptions could mean for global markets. Plus, they dissect the state of U.S.-China relations and preview a pivotal week for central banks around the world.

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    #macro #iran #trump #dollar #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets

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    30 min
  • How High Will Oil Prices Go? | Macro Mondays: March 9, 2026

    Steno Research founder Andreas Steno is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news from the Iran war, the surging oil prices and their impact on the wider markets and global economy, U.S. labor data, and other market-moving headlines.


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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

    #macro #iran #trump #dollar #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    32 min
  • Markets React to War in Iran | Macro Mondays: March 2, 2026

    Steno Research founder and CEO Andreas Steno is back with his co-host, Mikkel Rosenvold, to break down how the U.S. and Israel's escalating military action against Iran is impacting markets — from oil to equities and the broader macro regime.

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

    #macro #iran #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver 

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    37 min
  • Do Markets Care About Trump’s Tariffs? | Macro Mondays: February 23, 2026

    Andreas Steno Larsen is back with co-host Mikkel Rosenvold to break down the biggest forces driving markets, from escalating U.S.-Iran tensions to President Trump’s global tariff agenda. They also dive into the latest U.S. economic data, shifting rate expectations, and what the gold-to-bitcoin ratio is signaling.

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

    #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver 

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    28 min
  • Dalio: "The World Order Has Broken Down"

    Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics, on the latest Macro Mondays. They break down what happened at the Munich Security Conference, Ray Dalio's X article on a changing world order, inflation and job reports, and the timeline for the liquidity impact from the Treasury General Account.

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

    #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver 

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    30 min
  • A Regime Shift in Volatile Times

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    28 min
  • Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

    Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain weaponization. They cover the biggest forces reshaping global markets – including today's surprising ISM print.

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

    #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver 

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    30 min
  • Rates, Risks, and Reality

    Mikkel Rosenvold, partner and head of geopolitics at Steno Research, breaks down the latest forces driving global markets with insights from the annual World Economic Forum, a preview of this week’s FOMC meeting, and an on-the-ground perspective from Real Vision’s Crypto Gathering in Miami.

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

    #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver 

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    14 min
  • Europe, Trump & the Limits of Trade Escalation

    Andreas Steno and Mikkel Rosenvold of Steno Research break down the macro headlines shaping markets. Discussing Trump’s renewed tariff threats and the geopolitical fallout around Greenland, to rising Japanese yields, and how AI is shifting from hardware to software.

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

    #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #greenland 

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    29 min
  • Open War: Trump Targets the Fed

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    ☀️ Right now it’s BOGO... bring a friend or split the cost
    ☀️ Get it now: https://rvtv.io/49QZAGI

    Andreas Steno Larsen and Mikkel Rosenvold break down a bombshell start to 2026 as tensions between the Federal Reserve and the Trump administration escalate. From Powell’s extraordinary public response to DOJ pressure to what it means for Fed independence, the U.S. dollar, gold, silver, and Bitcoin, Andreas and Mikkel unpack the macro consequences.

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

    #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC 

    🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe 

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    32 min

About Macro Mondays

From the publisher's feed

Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with…

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