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 break down the latest news and forces driving global markets on this live edition of Macro Mondays. Timestamps:00:00:08 – Introduction & Market Overview00:00:30 – Trump’s Tariff Moves: Market Implications00:01:49 – Global Leaders Navigating U.S. Trade Policies00:02:58 – Real Vision Sneak Peek & Macro Analysis00:04:04 – Kanye West’s Surprising Take on Liquidity00:06:08 – Ethereum Sentiment at Rock Bottom?00:07:44 – The Business Cycle Outlook for 202500:10:07 – Manufacturing Rebound: The Key Bullish Signal00:11:19 – Global Equities: Who’s Winning in 2025?00:13:11 – Commodities & Inflation Trends to Watch00:15:26 – The Impact of Trump’s Deregulation on Financials00:19:08 – Geopolitical Risks Are Fading—What That Means00:20:12 – The Dollar’s Future: When Will It Weaken?00:22:48 – Tariff Wars: How Europe Might Benefit00:25:13 – CPI Predictions & Market Expectations00:28:17 – Key Investment Opportunities & Final Thoughts

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