Macro Mondays
Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold
Most-Hated Rally Ever?
30 minutes Posted Sep 16, 2025 at 6:00 pm.
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Andreas Steno Larsen and Mikkel Rosenvold of Steno Research preview the upcoming Fed interest rate decision and break down everyting driving markets right now. Here's what's on the docket: Why the current U.S. equity rally is still the β€œmost-hated” on Wall Street, how AI-driven CapEx could reshape the business cycle, shifting U.S.-China trade ties, dollar positioning, and what it all means for crypto and risk assets. πŸ”₯ Get 𝗙π—₯π—˜π—˜ π—”π—–π—–π—˜π—¦π—¦ to Real Vision https://rvtv.io/3YOZZUe Connect with ...