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.

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00:22 - Macro Mondays Returns: Dollar, Hormuz, and Kevin Warsh Preview
03:01 - June Winners and Losers: Memory Stocks, Biotech, and the Dollar
05:11 - Is the Hormuz War Back On or Is Oil Still Flowing?
09:11 - Is Everyone Wrong on the US Dollar?
13:34 - Kevin Warsh’s Big Test: Will the Fed Pivot Again?
17:42 - Jobs Report Preview: Why Payrolls Could Surprise Lower
20:32 - How to Position Your Portfolio Heading Into Summer Vacation
23:30 - AI Trade Check-In: Token Prices, Micron, and Memory Demand
27:30 - Apple, China Memory Chips, and the Next Consumer Scarcity Risk

#macromondays #realvision #andreassteno #mikkelrosenvold #geopolitcs #macro

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Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the Strait of Hormuz, how oil markets have responded, and why the feared supply shock never materialized.

01:00 - Macro Mondays: Is the Oil Still Flowing? What Markets Need to Know
03:22 - Strait of Hormuz Reopens? What the Shipping Data Really Shows
05:25 - Oil, Jet Fuel, and Fertilizer Prices Are Rolling Over Fast
07:51 - Falling Inflation Changes the Entire Macro Regime
09:24 - Why Central Banks Still Haven’t Caught Up to the Disinflation Shift
13:17 - Anthropic Export Curbs and the New AI Arms Race
17:51 - SpaceX IPO Mania and What It Says About Risk Appetite
19:55 - IPO Boom, Liquidity, and Why This Cycle May Still Have Room to Run
22:45 - South Korea Exports and Why Semiconductors Still Look Strong
17:15 - Defining Therapeutics, Psychedelics, and the Next Big Micro Trade
19:35 - MicroStrategy, Bitcoin Risk, and What Actually Matters Now

#macro #andreassteno #macromondays #realvision

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Andreas Steno is back to break down recent market volatility, unpacking all the key drivers, from global liquidity dynamics to the evolving peace deal between the U.S. and Iran, which has seemingly opened the Strait of Hormuz. But is the deal actually done!?

00:07 - US-Iran Deal Nears: What It Means for Markets
02:00 - Inside the 60-Day Iran Deal and Strait of Hormuz Reopening
04:37 - Oil Market Surplus: Why Crude Could Fall Below $70
08:02 - Iran Sanctions Lifted: The New Supply Shock for Global Oil
10:56 - ECB Rate Hike Timing Looks Worse After Hormuz Breakthrough
13:17 - Anthropic Export Curbs: Why AI Models Are Becoming Too Big to Fail
17:51 - SpaceX IPO Surge and What It Says About Risk Appetite
19:55 - IPO Boom, Liquidity, and Why This Cycle May Have Further to Run
21:08 - AI Token Pricing, OpenAI, and Anthropic Ahead of IPO Season
22:45 - South Korea Exports, Semiconductors, and the Next Leg of the AI Trade

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