Macro Mondays
Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold
Inflation Is Cooling, So What Is the Fed Seeing? | Macro Mondays: August 17, 2026
30 minutes Posted Aug 17, 2026 at 5:00 pm.
Goldilocks Is Back? Why Growth and Inflation Are Finally Aligning 05:02 - US Consumer Stre...
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Show notes
Andreas Steno and Mikkel Rosenvold are back for another episode of Macro Mondays, boiling down the latest topics, from why the Fed may still be overreading inflation risks to why Donald Trump ordered a pullback on military exercises in South Korea. Plus, Andreas lays out his favorite trades for the current macro regime. πŸ”₯ Get 𝗙π—₯π—˜π—˜ π—”π—–π—–π—˜π—¦π—¦ to Real Vision https://rvtv.io/3YOZZUe Timestamps: