Why Are Equities Not Hating the Current Setup? | Macro Mondays w/ Andreas Steno & Mikkel Rosenvold
Real VisionAndreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. Be sure to check out the Steno Nowcasting Dashboard for the latest signals on growth, inflation, and liquidity, only on Real Vision! ๐ฅ Get ๐๐ฅ๐๐ ๐๐๐๐๐ฆ๐ฆ to Real Vision: https://rvtv.io/3YOZZUe Timestamps: 00:22 - Bond Yields Are Surging: Is the Economy in Trouble? 03:38 - Yield Curve Inversion: Why It Matters for the Business Cycle 05:34 - Is the AI Boom Masking How Restrictive Rates Really Are? 08:22 - What Happens to Markets After the Yield Curve Inverts? 10:14 - The Bond Regime That Could Kill the Business Cycle 12:45 - Stocks After Inversion: Why the Alarmism May Be Overdone 14:15 - How Much More Will Central Banks Really Hike? 16:37 - Higher Rates Mean Quality Earnings Matter More 19:16 - Trump-Xi Summit: Why the Trade War Is Still Only Paused 22:34 - Iran, Hormuz, and Why We May Be Past Peak Escalation 25:56 - Qatar Gas Flows Rise as the Gulf Energy Picture Improves Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. About Real Visionโข: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Visionโข Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram LinkedIn: https://rvtv.io/linkedin ๐ 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 #federalreserve #ratehikes