Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

Description

Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain weaponization. They cover the biggest forces reshaping global markets – including today's surprising ISM print. Binance is the world’s leading blockchain ecosystem, trusted by over 300M users in 100+ countries. It offers an unmatched portfolio of digital asset products such as trading, finance, Web3, payments, and more. 👉 Learn more at https://binance.onelink.me/y874/realvison2 Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold to break down the latest news and data driving volatile price action across global markets. 🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWF Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Music license ID: WJ6TRPVHFD About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf 00:00 – Macro Market Volatility: Headlines, Risk Assets & Portfolio Setup 01:55 – ISM Manufacturing Shock: CapEx Cycle, Growth Outlook & Recession Signals 05:20 – Silver Price Crash Explained: Liquidity Stress, Margin Calls & Volatility 09:40 – Market Volatility Spillover: Positioning Washout Across Assets 12:57 – Strategic Metals & Supply Chains: US Stockpiles, China Decoupling Risk 15:57 – Iran Geopolitical Risk: Oil Prices, Middle East Tensions & China Exposure 21:43 – Shipping & Tanker Stocks: Red Sea Disruption and Crowded Energy Trades 23:34 – New Fed Chair Kevin Warsh: Interest Rates, Monetary Policy & Markets 26:53 – US Politics, Fiscal Stimulus & the 2026 Macro Outlook #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #macro LICENSE CERTIFICATE: Envato Elements Item ================================================= This license certificate documents a license to use the item listed below on a non-exclusive, commercial, worldwide and revokable basis, for one Single Use for this Registered Project. Item Title: Miami Beach Item URL: https://elements.envato.com/miami-beach-9BQLSMS Item ID: 9BQLSMS Author Username: MrRevant Licensee: Nicholas Correa Registered Project Name: Crypto Gathering 2025 - Miami License Date: January 29th, 2025 Item License Code: X8QFZEL3H4 The license you hold for this item is only valid if you complete your End Product while your subscription is active. Then the license continues for the life of the End Product (even if your subscription ends). For any queries related to this document or license please contact Envato Support via https://help.elements.envato.com/hc/en-us/requests/new Envato Elements Pty Ltd (ABN 87 613 824 258) PO Box 16122, Collins St West, VIC 8007, Australia =