🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE [ Ссылка ]. Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host, Mikkel Rosenvold, Steno Research head of geopolitics, for another episode of Macro Mondays. Andreas and Mikkel break down the latest factors driving markets, from the French election and recent U.S. and Eurozone inflation data to the state of global commodities markets. Recorded on June 28, 2024.

Timestamps:
00:00 - Sponsor: TOKEN2049
01:34 - Introduction
02:32 - Overview of upcoming topics: Trump-Biden debate, J Powell speech, UK election, and EV developments
03:08 - Economic impact of capitals around Europe
04:04 - Predictions on Chinese currency devaluation
05:14 - Insights on China's gold reserves and currency value
07:07 - Analysis of monetary policies in Sweden, Canada, and Australia
09:34 - Discussion on Joe Biden's debate performance
12:04 - Implications of Biden possibly stepping down for the election
13:36 - Impact of the US election on commodity markets
15:06 - Interview with Mark from Copenhagen Merchants on soybeans, corn, and wheat markets
19:40 - Factors affecting wheat production and market trends
22:00 - India's wheat import needs and global wheat stocks
23:25 - Short-term trends in barley and corn markets
25:00 - USDA reports and their implications for corn and soybean planting
28:04 - Analysis of the Biden-Trump debate and its impact
29:02 - Expectations from J Powell's upcoming speech
30:47 - Predictions on US non-farm payroll numbers
32:15 - Analysis of US consumption trends
34:24 - Upcoming UK election and potential labor victory
35:26 - Memes of the week and humorous takes on macroeconomic topics
37:22 - Overview of the current trading portfolio and strategies

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