Macro Mondays

The Economy Is Sending a Surprising Signal

Our Trading League is still open! To learn more and get your chance to win up to $100,000 in prizes, visit realvision.com/your-future Mikkel Rosenvold, head of geopoliti

Do The Midterms Matter for Market Liquidity?

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 ex

Why AI Is NOT the Next Dot-Com Bubble

ndreas 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

Is Inflation About to Derail the Rally?

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. Wi

How Much Longer Can This Cycle Run?

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-cyc

Is the yield curve inverted?

Apologies for the late upload! We cover the inversion of the yield curve and what that tells us about the business cycle and the outlook for equities. We also discuss th

Are Markets About to Take Off Again? | 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 oi

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, wheth

Is Risk-On Too Risky? | August 31, 2026

Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the

Are Markets About to Rip Higher?| August 24, 2026

Andreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. Th

Inflation Is Cooling, So What Is the Fed Seeing? | Macro Mondays: August 17, 2026

Andreas Steno and Mikkel Rosenvold are back for another episode of Macro Mondays, boiling down the latest topics, from why the Fed may still be overreading inflation risk

Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026

Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation

U.S. Rescues The Yen | Macro Mondays August 3, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the

China Just Shocked The AI Race | Macro Mondays: July 20, 2026

Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how esca

Why Did the Iran War Restart? | Macro Mondays July 13, 2026

Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in

The Fed's Mistake | Macro Mondays: July 6, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break

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 developmen

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 a

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. an

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