Are Markets About to Rip Higher?| August 24, 2026

About this episode

The episode discusses the implications of a recent stock market rally and various macroeconomic factors influencing it.

Andreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break down Scott Bessent’s latest intervention in bond markets and what it could mean for yields, the U.S. dollar, and global liquidity. Plus, they dig into the intensifying Anthropic vs. OpenAI battle and ask whether markets are getting another dose of “Warsh hopium” after Friday’s price action. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real...

People in this episode

Hosts: Andreas Steno, Mikkel Rosenvold

Topics covered

• stock market rally
• bullish macro setup
• bond markets
• yields
• U.S. dollar
• global liquidity
• Anthropic vs. OpenAI

Keywords

• stock market
• bullish
• bond markets
• yields
• U.S. dollar
• global liquidity
• Anthropic
• OpenAI

Mentioned in this episode

Organizations: Anthropic, OpenAI

More episodes of Macro Mondays

• Is Risk-On Too Risky? | August 31, 2026 · August 31, 2026 · 29 min
• Inflation Is Cooling, So What Is the Fed Seeing? | Macro Mondays: August 17, 2026 · August 17, 2026 · 31 min
• Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026 · August 10, 2026 · 26 min
• U.S. Rescues The Yen | Macro Mondays August 3, 2026 · August 3, 2026 · 26 min
• China Just Shocked The AI Race | Macro Mondays: July 20, 2026 · July 19, 2026 · 30 min
• Why Did the Iran War Restart? | Macro Mondays July 13, 2026 · July 13, 2026 · 32 min