Trump vs. China: What’s Next for Global Marke...

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 Steno and Mikkel Rosenvold break down the implications of another oil spike, wheth ...  Show more

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, central bank policy, and risk assets.** We apologize for the less-than-optimal audio, ...  Show more

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ...  Show more

🔥 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Welcome back to Macro Monday. Today's topic: Trump's Impact on Europe & the Dollar Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel ...  Show more

On today's episode, Bloomberg's Michael Heath discusses the latest on planned discussions between Russia and the United States to bring an end to the Russia-Ukraine War. Fred Neumann, Chief Asia Economist at HSBC, shares his market outlook amid boiling global trade tensions. Plus ...  Show more

The European Union and the United States have reached a significant trade agreement, substantially reducing the likelihood of an all-out trade war. While some details remain unclear, the markets have responded favourably to the announcement. In a related development, Chinese and ...  Show more