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Macro Mondays: Daily Summaries Delivered
by Andreas Steno Larsen and Mikkel Rosenvold
Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content. We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world. The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context).
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 6 days ago30 min
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, whether a new hiking cycle is starting to emerge, and what it all means for the risk-on trade. Be sure to check out the Steno Nowcasting Dashboard for the latest signals on growth, inflation, and liquidity, only on Real Vision! 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Monday...
- 2 weeks ago29 min
Is Risk-On Too Risky? | Macro Mondays: 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 latest escalation in the Middle East following U.S. attacks on Larka Island. Is the war restarting, and could renewed geopolitical risk disrupt the market setup just as investors were beginning to embrace the bull case? 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Mondays with An...
- 3 weeks ago31 min
Are Markets About to Rip Higher?| Macro Mondays: 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. They break down Scott Bessent’s latest intervention in bond markets and what it could mean for yields, the U.S. dollar, and global liquidity. Plus, they dig into the intensifying Anthropic vs. OpenAI battle and ask whether markets are getting another dose of “Warsh hopium” after Friday’s price action. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real...
- Aug 17, 202630 min
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 risks to why Donald Trump ordered a pullback on military exercises in South Korea. Plus, Andreas lays out his favorite trades for the current macro regime. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Goldilocks Is Back? Why Growth and Inflation Are Finally Aligning 05:02 - US Consumer Stre...
- Aug 10, 202626 min
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. They break down Andreas’ latest convictions on where we are in the business cycle, and whether Kevin Warsh and the Fed are misreading the setup. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:23 - CPI Preview: Is Inflation Falling Faster Than Expected? 01:11 - Why Tariff Refunds ...
- Aug 3, 202626 min
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 yen and what the market reaction says about currencies, rates, and the future of the carry trade. They Unpack Donald Trump’s decision to postpone planned strikes on Iran in favor of renewed talks, and examine the implosion of Leopold Aschenbrenner’s highly leveraged AI hedge fund and what this means for the AI trade. L...
- Jul 19, 202630 min
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 escalations between the U.S. and Iran are reshaping energy markets. And what of Donald Trump's renewed accusations against China? Andreas and Mikkel get into it all. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 01:30 - Kimi AI Shock: Has China Taken the Lead? 02:28 - Kimi K3 vs ChatGPT and Claude: What ...
- Jul 13, 202631 min
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 Korean chip exports and what it tells us about the health of the AI trade; and a worrying new trend in the U.S.-China rivalry. Monarch is the personal finance app that tracks everything – accounts, investments, savings, and spending. Use code REALVISION at Monarch.com to get your first year half off at just $50. ...
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About Macro Mondays
Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content. We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world. The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context).
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