Sifting Through the Trade War Market Trends | Macro Mondays (April 28th, 2025)

Video Description

Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news and trends driving global markets. From Ukraine-Russia ceasefire talks to the U.S.-China trade war, dollar debasement, and the bitcoin rally, they cover it all. 📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing 🔥 Arch Public: It’s a hedge fund in your pocket. Built for retail traders, designed to outperform Wall Street. Try it for free: https://realvision.com/arch Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Music license ID: WJ6TRPVHFD 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 Timestamps: 00:00 - Introduction To Macro Monday's 01:05 – Europe’s Mysterious Grid Outage: What’s Going On? 04:00 – Trump Meets Zelensky at the Vatican: Peace Deal Hopes? 05:52 – Markets Lose Faith in Ukraine Peace Talks 08:10 – Who Pays for Peace? Europe’s Bond Yields React 09:23 – India-Pakistan Tensions Escalate: Geopolitical Risks 10:34 – Trump’s Trade War Update: Is a U-Turn Coming? 13:39 – Are U.S. and China Secretly Negotiating Behind the Scenes? 16:59 – Supply Shock or Demand Shock? The Case for Falling Inflation 18:00 – Why Finished Goods Inventories Point to Deflation 23:44 – Will a Weak Jobs Report Push the Fed to Ease? 24:44 – Coordinated Global Easing Coming? A 2020 Replay 28:19 – Bitcoin and Gold: Debasement Trades Back in Play Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #macro #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #chinaeconomy #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #macro #etf #ethetf #btcetf #senate #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #rates #l1s #raoulpal #realvision #fed #sec #ai