Is Everyone Wrong About the Dollar? | Macro Mondays: June 26, 2026
Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire ...
29 Jun 30min
Is Oil Still Flowing? | Macro Mondays: Monday, June 22, 2026
Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the ...
22 Jun 23min
Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays
Andreas Steno is back to break down recent market volatility, unpacking all the key drivers, from global liquidity dynamics to the evolving peace deal between the U.S. and Iran, which has seemingly op...
15 Jun 25min
Panic or No Panic? | Macro Mondays: June 8, 2026
Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about gr...
8 Jun 29min
3 Banger Trades For June | Macro Mondays: June 1, 2026
Andreas Steno Larsen and Mikkel Rosenvold are back to break down the key macro themes driving markets into June. From the latest developments in Iran to bottlenecks and bitcoin, they unpack what could...
1 Jun 29min
Is Iran War Deal Imminent? | Macro Mondays: May 25, 2025
Real Vision’s Mikkel Rosenvold and Andreas Steno Larsen break down the latest market reaction to reports of a possible Strait of Hormuz deal, what it could mean for oil and inflation, and why the next...
25 Mai 29min
Are Markets Ignoring Inflation? | Macro Mondays: May 18, 2026
Andreas Steno and Mikkel Rosenvold are back to break down the aftermath of the highly anticipated meeting between Donald Trump and Xi Jinping. They also dive into rising bond yields, whether markets s...
18 Mai 31min
It’s Beginning To Look A Lot Like COVID! | Macro Monday's May 11, 2026
Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today’s macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supp...
11 Mai 30min
