The Fed's Mistake | Macro Mondays: July 6, 2026
About this episode
The episode discusses whether central banks have misread the macro backdrop, focusing on inflation trends and the oil market.
Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why inflation may be falling faster than policymakers expect, whether investors are once again wrong on oil, and discuss the political and economic implications of the FIFA World Cup. 00:22 - Macro Mondays: Inflation, Oil, Korea, and the Memory Trade 03:41 - Inflation Is Rolling Over Faster Than Markets Expect 08:...
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