Why Are Central Banks Getting It So Wrong!? w/ Andreas Steno & Mikkel Rosenvold | Macro Mondays

Real Vision1 week ago32:24

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? The duo breaks down why inflation may be falling faster than policymakers expect, whether investors are once again wrong on oil, and what the latest developments in the Middle East mean for energy markets. They also preview the political and economic implications of the FIFA World Cup—and whether Donald Trump could emerge as one of its biggest winners. 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. 🔥 Our Biggest Sale Ever, Don't Miss the Generational Setup realvision.com/pricing Timestamps: 00:00 - Monarch Sponsor 01:22 - Macro Mondays: Inflation, Oil, Korea, and the Memory Trade 03:41 - Inflation Is Rolling Over Faster Than Markets Expect 08:17 - Oil Outlook: Why the Hormuz Shock Never Became a Crisis 10:19 - Strait of Hormuz Bypass Trade and China’s Oil Buying Strike 13:03 - Why Iran Has Already Lost Leverage Over Hormuz 20:48 - Meta, AI Compute Demand, and Why CapEx Isn’t Slowing Down 22:57 - Korea Exports, HBM Demand, and the Next Leg of the Memory Trade 26:44 - Samsung Earnings, Hynix Listings, and What Comes Next for AI Stocks 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 #macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics #mag7 #ratecuts #inflation #trump #crypto #fed #rates #economy #markets #iranwar #ai #aibubble #oil #straitofhormuz #kevinwarsh #centralbanks