Get the Hell Outta Europe: Inflation, Elections, and Market Moves

🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE rvtv.io/3MMeRfQ. Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to dig into what’s going on with the European economy.
Andreas and Mikkel also cover China, geopolitics, and Solana. Recorded on June 14, 2024.
This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore on 18 to 19 September. Balaji Srinivasan, Solana’s Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend.
Everyone will be there - this is the one event you can’t miss this year. Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’.
🔥 Get FREE ACCESS to Real Vision rvtv.io/3MMeRfQ
Timestamps:
0:00 - Introduction to Macro Mondays and Token 2049 event
1:04 - Discussion on "Get the Hell Outta Europe" headline
2:05 - US Inflation: Consumer and Producer Price Index analysis
4:08 - Motor Vehicle Insurance deflation and its implications
5:21 - Potential scenario for Federal Reserve's inflation forecast adjustments
7:07 - Introduction to Macro Regime Indicator and its significance
8:18 - Analysis of liquidity trends and inflation direction
9:35 - Positive outlook due to liquidity and growth trends
10:45 - French Election Chaos and its market impact
15:11 - Japanese investors' concerns about right-wing politics in France
18:23 - China's strategy and the impact of tariffs on EVs
20:26 - Inflationary concerns with Chinese EVs
22:00 - Sharp decline in copper consumption in China
25:17 - Potential market manipulation in the copper market by China
26:18 - Clip of the week featuring Biden at a White House concert
27:24 - Discussion on Biden's capabilities and potential Democratic candidates
30:05 - Divergence between UK and European inflation
32:14 - Tesla's position amid the EV tariff war
33:26 - Summary of trading portfolio and macro regime indicator performance
37:03 - User meme of the week: Solana tattoo as a sign of market peak
37:36 - Viewer meme: Comparison of Viking warriors to modern-day Scandinavians
38:41 - Conclusion and invitation to join Real Vision Community
About Real Vision™:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at [e-mail] to explore advertising possibilities.
🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision rvtv.io/3MMeRfQ
#realvision #financialmarkets #
Connect with Real Vision™ Online:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Facebook: rvtv.io/facebook
Linkedin: rvtv.io/linkedin
Disclaimer: media.realvision.com/wp/20231...

[@RealVisionFinance]

🔥 Get FREE ACCESS to Real Vision rvtv.io/3MMeRfQ Timestamps: 0:00 - Introduction to Macro Mondays and Token 2049 event 1:04 - Discussion on "Get the Hell Outta Europe" headline 2:05 - US Inflation: Consumer and Producer Price Index analysis 4:08 - Motor Vehicle Insurance deflation and its implications 5:21 - Potential scenario for Federal Reserve's inflation forecast adjustments 7:07 - Introduction to Macro Regime Indicator and its significance 8:18 - Analysis of liquidity trends and inflation direction 9:35 - Positive outlook due to liquidity and growth trends 10:45 - French Election Chaos and its market impact 15:11 - Japanese investors' concerns about right-wing politics in France 18:23 - China's strategy and the impact of tariffs on EVs 20:26 - Inflationary concerns with Chinese EVs 22:00 - Sharp decline in copper consumption in China 25:17 - Potential market manipulation in the copper market by China 26:18 - Clip of the week featuring Biden at a White House concert 27:24 - Discussion on Biden's capabilities and potential Democratic candidates 30:05 - Divergence between UK and European inflation 32:14 - Tesla's position amid the EV tariff war 33:26 - Summary of trading portfolio and macro regime indicator performance 37:03 - User meme of the week: Solana tattoo as a sign of market peak 37:36 - Viewer meme: Comparison of Viking warriors to modern-day Scandinavians 38:41 - Conclusion and invitation to join Real Vision Community

[@user-eb3pi4tv9k]

Europe has been going nowhere for 20 years…economic paralysis, weak currency in the euro and socialism….a toxic mix.

[@Dlineman91]

If one of your problems is Europe being socialist, than what's your problem with with the succes of Le Pen and her party? Because that was the main issue in this video regarding Euorpe.

[@kurtjensen5798]

hm well 4 og the 5 most productive countries in the world are in Europe..

[@wasdwasdedsf]

@@Dlineman91 yea, he didnt say anything about the videos opinions? If any clown in the video unironically believes the countries will be worse off without a socialist ruling party of author n wannabees, where 60% of the economy is the state... they should instantly lose any expertise license htey have

[@wasdwasdedsf]

@@kurtjensen5798 most productive how??

[@TripToTrappist1]

What a banger duo -- although I'm missing Alf's insight and shenanigans!

[@steviechang]

Are we gonna get Anne back? She is brilliant

[@thesolitaryadventurer]

You mean Maggie?

[@steviechang]

@@thesolitaryadventurer Maggie's great ofc! Anne's Steno's secret weapon where she's rolled out from time to time in the Geopolitik show. Not sure if the format has changed now that real vision brings Steno under the folds. we'll see.

[@stenoresearch]

@@steviechang Yeah, we have scaled down our own KZbin efforts, but the plan is absolutely to bring Anne on Macro Mondays :)

[@stacyliddell5038]

Well I'm from Africa, so not sure which is worse...

[@reaver9]

Show me results of your trades that are consistent with hypotheses that are presented here. The problem with opinions is that everyone has one. These days its easier than ever to make a career as a doom sayer, as masses are bombarded with fear inducing predictions.

[@jwat7827]

Much more dynamic pod then before, nice recovery (perhaps keep it at 30m max) :-) Any views on a Japan domestic economic re-awakening?

[@michaelgoikhberg3107]

U guys are boss

[@annunakian8054]

Prediction: Lil pump is gonna replace BOTH Warren & Charlie at Berkshire. 🍞

[@alanmrsic893]

99th like :-)

[@skilikeheaven]

No more episode...

[@arcoc2133]

1st

[@darekflorczak1505]

Over the top bs

[@davidhemsted5372]

Isn't RHM.D.DX a buy?