About this episode

The episode discusses the cooling inflation and the Federal Reserve's perspective, along with geopolitical topics and trading strategies.

Andreas Steno and Mikkel Rosenvold are back for another episode of Macro Mondays, boiling down the latest topics, from why the Fed may still be overreading inflation risks to why Donald Trump ordered a pullback on military exercises in South Korea. Plus, Andreas lays out his favorite trades for the current macro regime. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Goldilocks Is Back? Why Growth and Inflation Are Finally Aligning 05:02 - US Consumer Stre...

People in this episode

Hosts: Andreas Steno, Mikkel Rosenvold

Topics covered

• inflation
• Federal Reserve
• military exercises
• macro regime
• trading strategies

Keywords

• inflation risks
• Federal Reserve
• Donald Trump
• military exercises
• trading
• macro economy

Mentioned in this episode

Organizations: Real Vision

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