Inflation Inbound? | Macro Mondays: May 4, 2026
Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook,...
4 Mai 28min
The Rally Nobody Believes In | Macro Mondays: April 27, 2026
Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom...
27 Apr 28min
War, Oil & Liquidity - What’s Driving Markets Now! | Macro Monday: April 20, 2026
As the ceasefire between the U.S. and Iran falters, bringing oil flows back under pressure, Andreas Steno Larsen and Mikkel Rosenvold break down the geopolitical fallout, from jet fuel shortages to sh...
20 Apr 28min
Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026
Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas St...
13 Apr 30min
Why Markets Are Resilient? | Macro Mondays: April 6, 2026
As tensions between the U.S. and Iran drive volatility in oil markets and raise fresh inflation concerns, Andreas Steno Larsen and Mikkel Rosenvold break down the implications for global growth, centr...
6 Apr 30min
Risk Isn’t Gone | Macro Mondays: March 30, 2026
Steno Research founder and CEO, Andreas Steno, is back with co-host Mikkel Rosenvold, to dive into the latest headlines in macro. As the Iran war enters its fifth week, Andreas and Mikkel analyze a gr...
30 Mar 30min
The Real Risk Goes Beyond War | Macro Mondays: March 23, 2026
Steno Research founder and CEO Andreas Steno is back with his co-host, Steno Research’s head of geopolitics, Mikkel Rosenvold, to break down the latest global drivers in macro. In this episode, with b...
23 Mar 30min
Markets Confront Iran Risk and Fed Policy | Macro Mondays: March 16, 2026
Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold to discuss the growing risks in Iran and what oil supply disruptions could mean for global markets. Plus, they di...
16 Mar 29min
