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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 macr…
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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 misr…
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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 …
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