Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today’s macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supply chain pressures. Additionally, they assess the highly anticipated meeting between Donald Trump and Xi Jinping, and monitor the latest developments in peace talks for both Iran and Ukraine.
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Timestamps:
01:07 - Why 2026 Is Starting to Look Like 2021
03:17 - Hantavirus, Covid Flashbacks, and Why Markets Should Ignore It
06:30 - Easy Dollar Liquidity, SLR Reform, and the Return of Risk Appetite
11:27 - Tomorrow’s CPI Report and the Next Inflation Wave
13:29 - Iran, Oil, and Why Hormuz Is Fading as a Market Driver
15:03 - Trump-Xi Meeting: The Underreported Macro Event of the Week
17:30 - Best Portfolio Hedges for US-China Decoupling
22:21 - Iran, Ukraine, China: Could Easing Geopolitics Extend the Rally?
25:12 - End Consumer Scarcity: The New AI and Semiconductor Trade
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