How to Trade the Geopolitical Firehose

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

Chris Cappy analyzes the stalled peace efforts between Russia and Ukraine, Trump’s shifting stance, and how battlefield momentum favors Russia. He breaks down sanctions, tariffs, and China’s covert role, warning the war could expand into a broader global confrontation if pressure ...  Show more

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research, examine the outlook for the US dollar, inflation, global trade flows, EM central bank policy and EM FX amid the US-led global trade war. They also ident ...

Donald Trump hoped Vladimir Putin would agree to a ceasefire in Ukraine. Instead he made <a href="https://www.economist.com/europe/2025/03/18/putin-woos-trump-with-a-partial-ceasefire-and-big-geopolitical-deal?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelli ...

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine financial markets at the midpoint of the year, including the impact of the upcoming tariff deadline, geopolitical uncertainty, oil price volatili ...