Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026

Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is starting to emerge, and what it all means for the risk-on trade. Be sure to check out the Steno Nowcasting Dashboard for the latest signals on growth, inflation, and liquidity, only on Real Vision! 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Mondays with Andreas Steno & Mikkel Rosenvold 00:07 - Are We F*cked? AI, Inflation, Oil, and Rate Hikes 02:25 - Dario Amodei’s AI Warning: Is the AI Boom About to Slow? 05:22 - Why AI CEOs May Be Hedging Political Risk Ahead of the IPOs 09:18 - Could the US Government End Up Backstopping the AI Buildout? 11:07 - Hardware vs Software: Who Loses If AI Development Slows? 15:23 - Fed Preview: Why a September Rate Hike Now Looks Likely 17:03 - Iran, Saudi Arabia, and the Latest Oil Supply Shock 20:32 - Oil Above $100? Why Markets May Already Be Pricing the Worst 22:32 - What Kevin Warsh Could Signal After the Rate Hike 24:18 - What Usually Happens to Stocks After the Fed Starts Hiking? 25:39 - Why the Dollar Could Still Be the Trade to Fade 27:52 - Fed vs Global Central Banks: Why the US May Hike Less Than Everyone Else #macromondays #macro #mikkelrosenvold #andreassteno Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Why AI Is NOT the Next Dot-Com Bubble with Andreas Steno and Mikkel Rosenvold | Macro Mondays

Andreas Steno and Mikkel Rosenvold are back to challenge one of the biggest narratives in markets: that the AI boom is simply another dot-com bubble waiting to burst. They break down why today's AI in...

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Andreas Steno of Steno Research is flying solo on this week's Macro Mondays, breaking down the latest inflation signals and what they mean for the market outlook. With energy prices and input costs ri...

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Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile up...

5 Loka 33min

Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026

Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the condit...

21 Syys 27min

Bitcoin’s Next Move Comes Down to the Fed? | Trading The Market: September 16, 2026

Bijan Maleki and Kris Bullock break down the crypto market just ahead of today’s critical FOMC decision, with traders bracing for a potential rate hike and another major test for Bitcoin and risk asse...

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Bessent Just Made His Move. Is Bitcoin Ready? with Kris Bullock & Bijan Maleki | Trading The Market - September 9, 2026

Bitcoin and crypto are tightening into key technical setups as the Treasury prepares up to $6 billion in bond buybacks. Bijan Maleki and Kris Bullock break down the catalyst, the $83K level that matte...

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