• Could Trump actually bring global tariffs DOWN?

  • Feb 11 2025
  • Length: 30 mins
  • Podcast

Could Trump actually bring global tariffs DOWN?

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  • Summary

  • Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics, to break down the latest news and forces driving global markets on this live edition of Macro Mondays.


    Timestamps:
    00:00:08 – Introduction & Market Overview
    00:00:30 – Trump’s Tariff Moves: Market Implications
    00:01:49 – Global Leaders Navigating U.S. Trade Policies
    00:02:58 – Real Vision Sneak Peek & Macro Analysis
    00:04:04 – Kanye West’s Surprising Take on Liquidity
    00:06:08 – Ethereum Sentiment at Rock Bottom?
    00:07:44 – The Business Cycle Outlook for 2025
    00:10:07 – Manufacturing Rebound: The Key Bullish Signal
    00:11:19 – Global Equities: Who’s Winning in 2025?
    00:13:11 – Commodities & Inflation Trends to Watch
    00:15:26 – The Impact of Trump’s Deregulation on Financials
    00:19:08 – Geopolitical Risks Are Fading—What That Means
    00:20:12 – The Dollar’s Future: When Will It Weaken?
    00:22:48 – Tariff Wars: How Europe Might Benefit
    00:25:13 – CPI Predictions & Market Expectations
    00:28:17 – Key Investment Opportunities & Final Thoughts
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