When Central Bankers Take Center Stage

When Central Bankers Take Center Stage

The European Central Bank is expected to announce another 75-basis-point rate hike following its meeting tomorrow, even as the euro weakens against the U.S. dollar and authorities on the continent contend with an escalating energy crisis. Equity markets remain highly attuned to what central bankers say, with the major U.S. indexes bouncing on comments by Fed Governor Lael Brainard. “It seems the bond market is already pricing in a positive revision to the Fed’s inflation target,” tweeteds Darius Dale. “An outcome that may become reality towards the end of this tightening cycle.” Darius, the founder and CEO of 42 Macro, joins Real Vision’s Andreas Steno Larsen to talk about competing priorities for fiscal and monetary authorities, August PMI prints, supply-chain disruptions, and disinflation and inflation expectations compared to the Fed’s “price stability” mandate. We also hear from Emil Kalinowski about why European policymakers must backstop private lending in this escalating crisis. Watch the full video featuring Emil Kalinowski and Andreas Steno Larsen here: https://rvtv.io/3D9VHfA. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2079)

Japan’s Landslide Sparks Rally as Gold and Crypto Move

Japan’s Landslide Sparks Rally as Gold and Crypto Move

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This was one of the most violent crypto flushes in years. Bitcoin plunged to $60,000, a 17% intraday collapse that ranks among the 10 worst drops in BTC history. More than $2.4 billion in leveraged...

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5 Helmi 6min

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Software stocks get slammed, gold keeps climbing, and Bitcoin loses key support again. Palvatar covers today’s key macro and market headlines — from Claude’s AI plugin rattling software firms to AMD’s...

4 Helmi 5min

Markets Surge, SpaceX Buys xAI, and Gold Pops 5% — Palvatar’s Big News Recap

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Markets are ripping back after a wave of fear. Palvatar breaks down the massive upside surprise in U.S. manufacturing, Musk’s record-breaking $1.25T xAI merger with SpaceX, and wild moves in gold, sil...

3 Helmi 6min

Markets Crash: Gold’s Worst Day Since 1983, BTC Dives, Fed Jitters Hit Equities

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Welcome back to the markets after a brutal weekend. Gold just had its worst day since 1983, crashing 9%, while silver fell a staggering 27%—the largest drop ever recorded. Add to that steep decline...

2 Helmi 7min

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

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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 wea...

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