Trump's Impact on Europe & the Dollar | Macro Monday ft. Andreas Steno Larsen & Mikkel Rosenvold
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
🔥 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Welcome back to Macro Monday. Today's topic: Trump's Impact on Europe & the Dollar
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics, to discuss the latest global macro trends and news. They discuss the evolving fiscal and geopolitical landscape in Europe, shifts in the U.S. dollar, Nvidia earnings expectations, Japanese rate hikes, and much more.
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Timestamps:
00:00 – Introduction & Welcome
00:01:30 – Weekly Recap & Trading Banter
00:03:15 – Federal Layoffs & Economic Impact
00:05:10 – German Elections & Fiscal Reforms
00:09:46 – Europe-US Diplomatic Moves & Trade Talks
00:11:09 – US–Ukraine Mineral Deal Controversy
00:12:30 – Bullish Europe & Market Dynamics
00:15:35 – Japan’s Monetary Policy & Economic Surprises
00:18:23 – Dollar Trends & Global Currency Shifts
00:22:46 – EU Federalism & Budget Collaboration
00:25:29 – Upcoming Reports: Nvidia & GDP Insights
00:27:29 – Debating Recession Forecasts & Market Bubbles
00:32:43 – Closing Remarks & Final Thoughts
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