Macro Mondays
Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold
Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026
30 minutes Posted Sep 14, 2026 at 8:00 pm.
Macro Monday...
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Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is starting to emerge, and what it all means for the risk-on trade. Be sure to check out the Steno Nowcasting Dashboard for the latest signals on growth, inflation, and liquidity, only on Real Vision! πŸ”₯ Get 𝗙π—₯π—˜π—˜ π—”π—–π—–π—˜π—¦π—¦ to Real Vision: https://rvtv.io/3YOZZUe Timestamps: