Why The U.S. Just Rescued The Yen w/ Andreas Steno & Mikkel Rosenvold | Macro Mondays

Andreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the yen and what the market reaction says about currencies, rates, and the future of the carry trade. They Unpack Donald Trump’s decision to postpone planned strikes on Iran in favor of renewed talks, and examine the implosion of Leopold Aschenbrenner’s highly leveraged AI hedge fund and what this means for the AI trade. 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. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Monarch 01:23 - US Intervention to Support the Yen: What Markets Need to Know 04:45 - Why the US Stepped Into the Japanese Yen Market 06:03 - Iran Talks Resume as Trump Calls Off Planned Strikes 07:32 - The Sinus-Wave War: Why Markets Are Panicking Less 08:49 - Oil Flows, Strait of Hormuz, and the Risk Premium Fading 11:16 - What Trump Really Needs From a New Iran Deal 14:07 - Inflation Is Falling Faster Than the Fed Realizes 18:40 - Strong PMI, Higher Real Rates, and the Momentum Selloff 19:48 - Microsoft vs Alphabet: The AI CapEx Accounting Divide 22:21 - Why Memory Chips Could Be More Valuable Than GPUs 24:56 - Inside Leopold Aschenbrenner’s Hedge-Fund Implosion 26:08 - Global Macro Opportunities and Why the Dollar Could Weaken 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 #markets #investing #realvision #mikkelrosenvold #andreassteno #stenoresearch #yen #japan #boj #carrytrade #forex #iran #oil #trump #ai #hedgefund #stocks #geopolitics