About this episode

Andreas Steno Larsen and Mikkel Rosenvold discuss central banks' misreading of the macro backdrop, inflation trends, oil market dynamics, and the implications of the FIFA World Cup.

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. 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. 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. 00:22 - Macro Mondays: Inflation, Oil, Korea, and the Memory Trade 03:41 - Inflation Is Rolling Over Faster Than Markets Expect08:17 - Oil Outlook: Why the Hormuz Shock Never Became a Crisis10:19 - Strait of Hormuz Bypass Trade and…

People in this episode

Host: Andreas Steno Larsen

Guest: Mikkel Rosenvold

Topics covered

• central banks
• inflation
• oil market
• political implications
• economic implications
• FIFA World Cup

Keywords

• inflation
• oil
• central banks
• FIFA World Cup
• Korea exports
• AI stocks
• Strait of Hormuz

Sponsors

Monarch, Plus500 US

Mentioned in this episode

Places: Strait of Hormuz, Korea, Iran, China

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