About this episode

The episode discusses misconceptions about U.S. dollar positioning and upcoming market events.

Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire are, and previews a consequential week for markets ahead, packed with Manufacturing PMI, Nonfarm Payrolls data, and Kevin Warsh's speech. 🔥 Our Biggest Sale Ever, Don't Miss the Generational Setup realvision.com/pricing Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50.Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. 00:22 - Macro Mondays Returns: Dollar, Hormuz, and Kevin Warsh Preview 03:01 - June Winners and Losers: Memory Stocks, Biotech, and the Dollar05:11 - Is the Hormuz War Back On…

People in this episode

Hosts: Andreas Steno, Mikkel Rosenvold

Topics covered

• U.S. dollar positioning
• market developments
• Manufacturing PMI
• Nonfarm Payrolls
• Kevin Warsh's speech
• oil market

Keywords

• U.S. dollar
• Macro Mondays
• Kevin Warsh
• Manufacturing PMI
• Nonfarm Payrolls
• oil market
• trading

Sponsors

Plus500, Monarch

Mentioned in this episode

Places: U.S., Iran

More episodes of Real Vision: Finance & Investing

• China Just Shocked The AI Race | Macro Mondays: July 20, 2026 · July 20, 2026 · 36 min
• Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki · July 15, 2026 · 56 min
• Why Did the Iran War Restart? | Macro Mondays, July 13, 2026 · July 13, 2026 · 37 min
• Is a Bigger Move Coming?! | Trading the Markets · July 8, 2026 · 1h 7m
• The Fed's Mistake | Macro Mondays: July 6, 2026 · July 6, 2026 · 36 min
• Bitcoin Is Stuck... What’s Next? · June 24, 2026 · 59 min

Explore listener stats, chart rankings, contacts and more on the Real Vision: Finance & Investing podcast page.