The Economy Is Sending a Surprising Signal? with Mikkel Rosenvold | Macro Mondays

Mikkel Rosenvold, head of geopolitics at Steno Research, is flying solo on this week's Macro Mondays to unpack what the U.S. midterm elections mean for the political landscape, economic policy, and financial markets. He also examines the significance of the Abu Dhabi and Shenzhen meetings and reveals a surprising signal from Steno Research's economic nowcasting models. 🏆 The Real Vision Trading is now open! The best trade ideas on the platform compete for $80,000 in cash. 📈 Trading League: https://realvision.com/your-future Timestamps: 00:00 - Welcome to Macro Mondays 00:40 - Midterm Fallout: What the Democratic Sweep Means for Markets 02:59 - Why Republicans Lost the Midterms — and What Changes Next 08:06 - Trump vs Congress: Debt Ceiling, Shutdowns, and the Next Two Years 11:29 - Will Democrats Slow the AI Data Center Buildout? 14:03 - $70 Billion Wiped Out: Was Thursday’s AI Deleveraging the Bottom? 15:36 - Inflation Is Rolling Over Fast — Could the Fed Hiking Cycle End Early? 17:06 - Growth Is Reaccelerating: Are We Heading Back to a Gung-Ho Regime? 19:13 - Abu Dhabi Peace Talks: Russia, Ukraine, and the US Return to the Table 20:27 - Shenzhen Summit: Trump, Xi, Putin, and the New Global Power Game 22:19 - Ukraine Peace Deal: Borders, NATO, and the Security Guarantee Problem 25:02 - Could Peace in Ukraine Ease the Global Diesel Crisis? 25:56 - Ukraine, Iran, and the Setup for a Christmas Rally 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 #macromondays #macro #mikkelrosenvold #andreassteno #stenoresearch #markets #investing #stocks #stockmarket #fed #bonds #treasuries #usdollar #dxy #liquidity #ai #interestrates #trading #realvision #federalreserve #ratehikes #cpi #inflation #geopolitics