Episode Details

Andreas Steno and Mikkel Rosenvold are back on this Macro Monday episode to discuss why the Fed may still be overreading inflation risks; Mikkel digs into why Donald Trump ordered a pullback on military exercises in South Korea, and Andreas lays out the trades he likes right now in the current macro regime. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Goldilocks Is Back? Why Growth and Inflation Are Finally Aligning 05:02 - US Consumer Strength vs Record-Low Sentiment: What’s Really Going On 10:41 - Why the Fed Could Be Wrong-Footed by Falling Inflation 13:07 - Four Reasons US Inflation Is Cooling Faster Than Expected 18:45 - Could Goldilocks Change the Midterm Election Outlook? 19:36 - Trump, South Korea, and the Growing Risk to Asia’s AI Supply Chain 22:08 - High-Bandwidth Memory, China, and the US Export-Control Problem 24:31 - Micron, Memory Stocks, and Why the AI Trade May Still Be Early 26:34 - The Best Macro Trade Now: Own Inflation Where the Fed Can’t See It 29:31 - Why a Weaker Dollar Could Unlock the Next Leg of the Rally

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