Macro Mondays

Inflation Is Cooling, So What Is the Fed Seeing? | Macro Mondays: August 17, 2026

August 17, 2026ยท30 min
Episode Description from the Publisher

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. ๐Ÿ”ฅ Get ๐—™๐—ฅ๐—˜๐—˜ ๐—”๐—–๐—–๐—˜๐—ฆ๐—ฆ 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...

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