Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening, conditions that could become increasingly supportive for bitcoin, gold, and other risk assets.

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Andreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break down Scott Bessent’s latest intervention in bond markets and what it could mean for yields, the U.S. dollar, and global liquidity. Plus, they dig into the intensifying Anthropic vs. OpenAI battle and ask whether markets are getting another dose of “Warsh hopium” after Friday’s price action.

#macromondays #macro  #mikkelrosenvold #andreassteno #stenoresearch #markets #investing #stocks #stockmarket #fed #bonds #treasuries #usdollar #dxy #liquidity #openai #anthropic #interestrates #trading #realvision #scottbessent #kevinwarsh #federalreserve

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Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening - conditions that could become increasingly supportive for bitcoin, gold, and other risk assets.

👉 Have a question for Kris? Join the live show every Monday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z.

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Andreas Steno and Mikkel Rosenvold are back on this Macro Monday episode to discuss why the Fed may still be overreading inflation risks; Mikkel digs into why Donald Trump ordered a pullback on military exercises in South Korea, and Andreas lays out the trades he likes right now in the current macro regime.

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Bijan Maleki and Kris Bullock join Real Vision members to break down the crypto charts, market conditions, and trades that matter right now. They examine Bitcoin and PAXG, as gold begins to show strength again and outpace BTC. They also run through the altcoins showing interesting setups and take live questions from Real Vision members.

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Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They break down Andreas’ latest convictions on where we are in the business cycle, and whether Kevin Warsh and the Fed are misreading the setup. 

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#macromondays #macro #markets #investing #realvision #mikkelrosenvold #andreassteno #stenoresearch #federalreserve #kevinwarsh #businesscycle #interestrates #markets #finance

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Bijan Maleki and Kris Bullock join Real Vision members to break down the crypto charts, market conditions, and trades that matter right now. They examine current financial conditions, which are approaching their most favorable levels in two months. Why that change matters for bitcoin, crypto, and other risk assets before examining the extremely tight volatility squeeze forming around bitcoin near the $64,000 level.

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Timestamps:

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Andreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the yen and what the market reaction says about currencies, rates, and the future of the carry trade. They Unpack Donald Trump’s decision to postpone planned strikes on Iran in favor of renewed talks, and examine the implosion of Leopold Aschenbrenner’s highly leveraged AI hedge fund and what this means for the AI trade. 
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Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.
 Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.
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Timestamps:
01:23 - US Intervention to Support the Yen: What Markets Need to Know
04:45 - Why the US Stepped Into the Japanese Yen Market
06:03 - Iran Talks Resume as Trump Calls Off Planned Strikes
07:32 - The Sinus-Wave War: Why Markets Are Panicking Less
08:49 - Oil Flows, Strait of Hormuz, and the Risk Premium Fading
11:16 - What Trump Really Needs From a New Iran Deal
14:07 - Inflation Is Falling Faster Than the Fed Realizes
18:40 - Strong PMI, Higher Real Rates, and the Momentum Selloff
19:48 - Microsoft vs Alphabet: The AI CapEx Accounting Divide
22:21 - Why Memory Chips Could Be More Valuable Than GPUs
24:56 - Inside Leopold Aschenbrenner’s Hedge-Fund Implosion
26:08 - Global Macro Opportunities and Why the Dollar Could Weaken

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Odds of the Clarity Act's passage through the U.S. Senate briefly shot up above 50% on Polymarket before paring back, both underscoring the fragile nature of the bill’s political discourse and giving Bitcoin a much-needed boost to $67,000 — but is the price sustainable? Kris Bullock and Bijan Maleki get to the bottom of it on the latest Trading the Markets.

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Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran are reshaping energy markets. And what of Donald Trump's renewed accusations against China? Andreas and Mikkel get into it all.

Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.

 Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50.
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Timestamps:
01:30 - Kimi AI Shock: Has China Taken the Lead?
02:28 - Kimi K3 vs ChatGPT and Claude: What the Benchmarks Really Show
05:30 - Why China’s AI Catch-Up Could Boost Hardware Demand
08:22 - Software vs Semiconductors: Who Actually Loses From Cheaper AI?
14:39 - Momentum Crash: What Triggered the Sell-Off in AI Stocks?
16:43 - Iran War Escalates as the IRGC Rebuilds Its War Chest
21:24 - How Long Can the US Withstand the Oil Supply Disruption?
23:45 - Why Oil Is Unlikely to Break Above $100 Again
28:06 - Semiconductors, AI Infrastructure, and the Next Portfolio Opportunities

#macro #andreassteno #macromondays #realvision #mikkelrosenvold

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