Are Markets About to Rip Higher? w/ Andreas Steno & Mikkel Rosenvold | Macro Mondays
Real VisionAndreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break down Scott Bessent’s latest intervention in bond markets and what it could mean for yields, the U.S. dollar, and global liquidity. Plus, they dig into the intensifying Anthropic vs. OpenAI battle and ask whether markets are getting another dose of “Warsh hopium” after Friday’s price action. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Are We Finally Back? 00:59 - Bitcoin and Gold Start Moving Again 02:25 - Why the Debasement Trade Is Back 03:24 - What Treasury Buybacks Actually Do 04:53 - The TGA Changes the Liquidity Story 05:29 - Why Bank Liquidity Matters for Markets 07:19 - How Much Liquidity Could Treasury Add? 09:42 - Hedge Funds Become the Marginal Treasury Buyer 11:35 - Is This Sustainable for Bitcoin and Gold? 12:19 - Temporary vs. Permanent Liquidity 14:02 - How Big Could Bessent’s Buybacks Get? 16:46 - Andreas’ Weaker-Dollar Portfolio Setup 18:03 - OpenAI vs. Anthropic 24:14 - Iran, China, and the Geopolitical Spillover 28:06 - What Could Kevin Warsh Say at Jackson Hole? 29:07 - The Most Important Macro Chart Right Now 30:06 - Is the Fed About to Turn Less Hawkish? Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram LinkedIn: https://rvtv.io/linkedin 👉 Join our Discord channel and meet like-minded people: https://discord.gg/FTQsrUhD9Z Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Music license ID: WJ6TRPVHFD #macromondays #macro #mikkelrosenvold #andreassteno #stenoresearch #markets #investing #stocks #stockmarket #fed #bonds #treasuries #usdollar #dxy #liquidity #ai #openai #anthropic #interestrates #trading #realvision #scottbessent #kevinwarsh #federalreserve