It’s Beginning To Look A Lot Like COVID! | Macro Mondays with Andreas Steno & Mikkel Rosenvold

Description

Andreas Steno Larsen and Mikkel Rosenvold are back to break down why parts of today’s macro environment are suddenly starting to resemble 2021 again. From renewed concerns around the Hanta virus to rising input costs and supply chain pressures, they assess the highly anticipated meeting between Donald Trump and Xi Jinping, while unpacking the latest developments in both the Iran and Ukraine peace processes. 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 Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Monarch Sponsor Read 01:07 - Why 2026 Is Starting to Look Like 2021 03:17 - Hantavirus, Covid Flashbacks, and Why Markets Should Ignore It 06:30 - Easy Dollar Liquidity, SLR Reform, and the Return of Risk Appetite 11:27 - Tomorrow’s CPI Report and the Next Inflation Wave 13:29 - Iran, Oil, and Why Hormuz Is Fading as a Market Driver 15:03 - Trump-Xi Meeting: The Underreported Macro Event of the Week 17:30 - Best Portfolio Hedges for US-China Decoupling 22:21 - Iran, Ukraine, China: Could Easing Geopolitics Extend the Rally? 25:12 - End Consumer Scarcity: The New AI and Semiconductor Trade Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. 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 👉 Join our Discord channel and meet like-minded people: https://discord.gg/FTQsrUhD9Z Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Music license ID: WJ6TRPVHFD #macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics #mag7 #nasdaq #dow #china #ratecuts #inflation #trump #crypto #fed #powell #rates #economy #markets #iranisraelwar #iranattack #usirantension #iranwar #ai #aibubble #coivd #supplychain