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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.
- 1 weeks ago30 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 ...
- 2 weeks ago31 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. ...
- 3 weeks ago31 min
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 down why inflation may be falling faster than policymakers expect, whether investors are once again wrong on oil, and discuss the political and economic implications of the FIFA World Cup. 00:22 - Macro Mondays: Inflation, Oil, Korea, and the Memory Trade 03:41 - Inflation Is Rolling Over Faster Than Markets Expect 08:...
- Jun 29, 202630 min
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 developments in the U.S.–Iran ceasefire are, and previews a consequential week for markets ahead, packed with Manufacturing PMI, Nonfarm Payrolls data, and Kevin Warsh's speech. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50. 🔥 Our Biggest...
- Jun 22, 202623 min
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 about energy flows through the Strait of Hormuz, how oil markets have responded, and why the feared supply shock never materialized. 01:00 - Macro Mondays: Is the Oil Still Flowing? What Markets Need to Know 03:22 - Strait of Hormuz Reopens? What the Shipping Data Really Shows 05:25 - Oil, Jet Fuel, and Fertilizer Price...
- Jun 15, 202625 min
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. and Iran, which has seemingly opened the Strait of Hormuz. But is the deal actually done!? 00:07 - US-Iran Deal Nears: What It Means for Markets 02:00 - Inside the 60-Day Iran Deal and Strait of Hormuz Reopening 04:37 - Oil Market Surplus: Why Crude Could Fall Below $70 08:02 - Iran Sanctions Lifted: The New Supply Shock...
- Jun 8, 202629 min
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 data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer. Timestamps: 01:05 - Macro Mondays: Red Friday, Jobs Shock, and Middle East Risk 03:15 - Real Vision Updates, Alpha Access, and This Week’s Schedule 05:40 - What Actually Caused Friday’s Market Selloff? 07:21 - Nasd...
- Jun 1, 202629 min
3 Banger Trades For June | Macro Mondays June 1, 2026
Andreas Steno Larsen and Mikkel Rosenvold are back to break down the key macro themes driving markets into June. From the latest developments in Iran to bottlenecks and bitcoin, they unpack what could become the next key trades, and whether liquidity and macro data can continue to support the meteoric rise in risk assets. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real V...
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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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