Risk Isn’t Gone | Macro Mondays: March 30, 2026

About this episode

Andreas Steno and Mikkel Rosenvold discuss the disconnect between market pricing and macro risks amid the ongoing Iran war.

Steno Research founder and CEO, Andreas Steno, is back with co-host Mikkel Rosenvold, to dive into the latest headlines in macro. As the Iran war enters its fifth week, Andreas and Mikkel analyze a growing disconnect between market pricing and underlying macro risks, identifying key signals that investors may be overlooking. #macro #iran #trump #dollar #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rate...

People in this episode

Hosts: Andreas Steno, Mikkel Rosenvold

Topics covered

• macro analysis
• market risks
• Iran war
• investor signals
• economic trends

Keywords

• macro
• Iran
• Trump
• dollar
• inflation
• crypto
• Fed
• rate cuts
• NASDAQ
• Dow

Mentioned in this episode

Organizations: Steno Research

Places: Iran, China

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