Macro Mondays: Global Stimulus Signals

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 phase of the market may depend on whether Middle East tensions truly de-escalat ...  Show more

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 should start worrying about rates again, and if the latest inflation reports sign ...  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