Macro Mondays

Macro Mondays

By Andreas Steno Larsen and Mikkel RosenvoldBusinessInvesting
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    28 min

    per episode

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Macro Mondays episodes

  • New Year, New Geopolitical Shockwaves

    The first Macro Mondays of 2026 kicks off with global markets already on edge. Andreas Steno Larsen and Mikkel Rosenvold are back to break down the dramatic developments in Venezuela, the implications for oil markets, and what this signals about U.S. foreign policy momentum heading into the year.

    A volatile start to 2026 as geopolitics, oil, and liquidity collide.

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    32 min
  • Year-End Macro Wrap

    It’s the final Macro Monday show of 2025…! Andreas Steno and Mikkel Rosenvold of Steno Research are here to recap what we learned after a volatile year in global markets — and what they’re preparing for in 2026.

    From the entire team at Real Vision, have a happy holidays — we’ll see you in 2026!

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    29 min
  • Are AI Stocks in Danger?

    Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest headlines after another tough week for markets. From private credit to Japanese bonds, the guys explore what's causing the continuation of a selloff.


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    30 min
  • All Eyes on Rate Cuts?

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    30 min
  • What's Going on with JPY Carry Trade?

    Steno Research founder and CEO Andreas Steno Larsen and partner & head of geopolitics Mikkel Rosenvold return for another edition of Macro Mondays. Andreas and Mikkel begin by breaking down the latest figures from Black Friday and just what's going on with the current drawdown.

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    30 min
  • Will the Fed Cut in December?

    Andreas Steno Larsen, founder and CEO of Steno Research, 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 after another tough week for markets.

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    27 min
  • Fed Cuts Coming or Crisis Brewing?

    Andreas Steno Larsen and Mikkel Rosenvold of Steno Research break down the latest news and trends driving the latest drawdown in global risk assets. They dig into the unfinished China trade deal, persistent liquidity pressures, and whether this all sets the stage for a Fed rate cut in December.

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    28 min
  • The Printer Is Coming

    Andreas Steno Larsen, founder and CEO of Steno Research, and Mikkel Rosenvold, partner and head of geopolitics for Steno Research, are back to break down the latest macro news and market drivers after a brutal week for risk assets.

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    31 min
  • Is China Winning the Trade War?

    Andreas Steno Larsen and Mikkel Rosenvold of Steno Research dissect the latest macro news and trends driving global markets. The Fed cut rates as expected, but was Powell’s hawkish tone a surprise?


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    29 min
  • The Tariff Battle Heats Up

    Andreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions.

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    30 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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