Why the Midterms Matter for Market Liquidity | Macro Mondays: Nov. 2, 2026

With the U.S. midterm elections just one day away, Andreas Steno and Mikkel Rosenvold are back to break down the forces shaping markets as November gets underway. They examine the battle for control of Congress and what the outcome could mean for markets, the disconnect between surging AI investment and selling pressure across technology stocks, and why liquidity could become the next major market catalyst. 🏆 The Real Vision Trading is now open! The best trade ideas on the platform compete for $80,000 in cash. 📈 Trading League: https://realvision.com/your-future Timestamps: 00:00 - Welcome to Macro Monday's 01:25 - Three News Items: Anthropic Q3, ISM & Iran Oil Drop 02:26 - Iran Peace Deal: Trump’s Way Out 03:30 - Real Vision Trading League Launch 04:31 - October Market Panic: Liquidity & Hedge Fund Deleveraging 06:31 - Extreme Positioning & October PPI Turning Point 08:36 - Peace Deal Could Spark Rally Like April 09:12 - US Midterms: Michigan, Texas & Democratic Sweep 13:29 - Lame Duck Period: Appropriations & Debt Ceiling 15:19 - Anthropic: Fastest $1B to $75B Growth in History 16:42 - “No More AI CapEx” Credit Investor Consensus 18:09 - Tech Sector Priced Below 2022 Bottom 20:02 - Anthropic IPO: Why Steno Prefers OpenAI 21:19 - GPU Spot Prices Soaring Since October 22:06 - LLM Margins & Commoditization Debate 24:01 - This Week on Real Vision: Drill & Drinks with Raoul 26:10 - Positioning: Semiconductors Still Look Great 27:45 - Closing Thoughts Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(2148)

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