Inflation Is Cooling, So Why Is the Fed Running Hot? | Macro Mondays

Inflation Is Cooling, So Why Is the Fed Running Hot? | Macro Mondays

From Real Vision: Finance & Investing by Real Vision Podcast Network

August 17, 2026 · 33 min

About this episode

Andreas Steno and Mikkel Rosenvold discuss inflation trends and the Federal Reserve's response in the current macroeconomic environment.

Andreas Steno and Mikkel Rosenvold are back on this Macro Monday episode to discuss why the Fed may still be overreading inflation risks; Mikkel digs into why Donald Trump ordered a pullback on military exercises in South Korea, and Andreas lays out the trades he likes right now in 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 Strength vs Record-Low Sentiment: What’s Really Going On 10:41 - Why the Fed Could Be Wrong-Footed by Falling Inflation 13:07 - Four Reasons US Inflation Is Cooling Faster Than Expected 18:45 - Could Goldilocks Change the Midterm Election Outlook? 19:36 - Trump, South Korea, and the Growing Risk to Asia’s AI Supply Chain 22:08 - High-Bandwidth Memory, China, and the US Export-Control Problem 24:31 - Micron, Memory Stocks, and Why the AI Trade May Still Be Early 26:34 - The Best Macro Trade Now: Own Inflation Where the Fed Can’t See It 29:31 - Why a Weaker Dollar Could Unlock the Next Leg of the Rally Learn more about your ad choices. Visit podcastchoices.com/adchoices

People in this episode

Host: Andreas Steno

Guest: Mikkel Rosenvold

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Mentioned in this episode

Organizations: Real Vision

Places: South Korea, Asia, China, US

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