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? They break down why inflation may be falling faster than policymakers expect, whether investors are once again wrong on oil, and discuss the political and economic implications of the FIFA World Cup. 00:22 - 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 #macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

The Fed's Mistake | Macro Mondays: July 6, 2026

Macro Mondays

Summertime is maybe good, Summertime is maybe shit. It's Macro Mondays, big stocks, bonds, at your screen. Macro Mondays, oh yeah. Hello there, welcome to Real Vision, welcome to Macro Mondays. My name is Mikkel Rosenvold, I'm your usual host.

And we have a great show for you today. We're going to be covering the inflation picture, the oil outlook, the latest on the Korean picture as we usually track every week. Obviously, the latest in the memory market. And a little bit of a question, can the US actually win the World Cup with the backing that they have? So lots of great things to unpack for you today. With me as usual,

my co-host Andreas. And Andreas, maybe let's, if you can move your head a little bit to your right, let's address the very literal elephant in the room. You're not in Copenhagen today. Tell us where you are and how are things down there? Yes, I'm in France on the island called Corse in French. Corsica, I think, goes by that name in English. Great island, very cozy,

you know, not a lot of tourists actually. I know it's pretty early, given that most Europeans tend to go on vacation in a few weeks from now at the earliest, right? So in any case, I'm really enjoying my time here. And it seems like the internet connection is pretty decent here. You know, as a rule of thumb, we're Northern Europeans, right? Every time you cross a border to the south, the infrastructure, especially in relation to internet, worsens. So I've only crossed two borders,

The Fed's Mistake | Macro Mondays: July 6, 2026

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The Fed's Mistake | Macro Mondays: July 6, 2026

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.