Macro Mondays

← Macro Mondays14 Sept Β· 31 min

Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026

Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 202614 Sept31 min

Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is starting to emerge, and what it all means for the risk-on trade. Be sure to check out the Steno Nowcasting Dashboard for the latest signals on growth, inflation, and liquidity, only on Real Vision! πŸ”₯ Get 𝗙π—₯π—˜π—˜ π—”π—–π—–π—˜π—¦π—¦ to Real Vision: https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Monday...