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

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