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cover of episode Macro Monday: Making Sense of Trump's New Tempo ft. Andreas Steno & Mikkel Rosenvold

Macro Monday: Making Sense of Trump's New Tempo ft. Andreas Steno & Mikkel Rosenvold

2025/3/3
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Real Vision: Finance & Investing
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People
A
Andreas Steno Larsen
M
Mikkel Rosenvold
R
Raoul Pal
Topics
Andreas Steno Larsen: 特朗普时代为全球市场带来了新的节奏。欧洲市场表现强劲，并正在积极采取有利于增长的决策。特朗普宣布建立美国加密储备的时机略显奇怪，其动机不明确，可能存在利益冲突，并增加了监管复杂性。尽管白宫新闻发布会混乱，各方似乎仍然同意需要寻求和平解决乌克兰冲突的途径。欧洲对乌克兰局势的认识发生了转变，意识到乌克兰可能无法获胜，这推动了欧洲采取积极的经济措施，例如增加债务发行、放松监管等。欧洲央行可能需要通过降息或重启QE来支持主权债务市场，但私营银行创造的流动性可能更有效。如果和平协议达成，油价和天然气价格可能会下降，这将对与石油价格相关的货币（如挪威克朗）产生负面影响。特朗普可能会对中国、加拿大和墨西哥实施新的关税，这将对全球贸易产生重大影响。 Mikkel Rosenvold: 特朗普的政策对欧洲和美元的影响是本期节目的主要讨论内容。泽连斯基访问伦敦，寻求与欧洲领导人达成共识，为乌克兰寻求和平。特朗普试图在与泽连斯基和普京的谈判中取得双赢，但泽连斯基似乎没有充分考虑到这一点。欧洲对乌克兰局势的认识发生了转变，意识到乌克兰可能无法获胜。中国经济刺激计划可能主要涉及债务置换，而非新增资金，对经济的刺激作用有限。印度由于高关税，可能会受到反向关税的严重影响。 Raoul Pal: Bitwise 是最好的加密资产管理公司，拥有超过20种产品和100多名员工，管理着超过100亿美元的客户资产。Bitwise 全力投入加密货币领域，并通过向开源开发者捐赠利润来支持生态系统。特朗普建立的加密储备为加密货币市场提供了一张安全网，使其“太大而不能倒”。

Deep Dive

Chapters
This chapter analyzes Trump's unexpected announcement of a US crypto reserve, including altcoins like Ripple, Solana, and Cardano. The hosts discuss the timing, potential implications for the crypto market, and the broader political context.
  • Trump announced a US crypto reserve including Ripple, Solana, and Cardano.
  • The timing of the announcement was unusual.
  • The announcement caused a rally in the crypto market.
  • The hosts express mixed feelings about the announcement, questioning its motives and long-term implications.

Shownotes Transcript

🔥 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them.

Welcome back to Macro Monday. Today's topic: Trump's Impact on Europe & the Dollar

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

📣 This episode is brought to you by Bitwise Asset Management. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the access they need. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors.

👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Carefully consider the extreme risks associated with crypto before investing.

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