Macro Mondays: Global Stimulus Signals
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Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's head of geopolitics, to explore the shifts in global markets as the civil war in Syria seems to come to an end. From why China’s “moderately loose” policy language suggests massive stimulus incoming to Fed rate cut hints and Europe's better-than-expected outlook, it’s a packed session of actionable insights.

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00:00 - Intro

02:20 - Syria Civil War Ends

04:45 - China’s Fiscal Stimulus

07:50 - U.S. Non-Farm Payrolls

10:20 - Central Bank Policy Divide

12:30 - Europe’s Market Comeback

14:40 - Macro Hedge Fund Positions

16:55 - Key Market Trends Ahead

19:10 - Latest Inflation Trends

21:50 - ECB Rate Cut Debate

24:50 - Denmark’s Crypto Tax Changes

25:10 - Ethereum’s Growth Potential

26:55 - Closing Thoughts

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