Macro Mondays

← Macro Mondays17 aug Β· 31 min

Inflation Is Cooling, So What Is the Fed Seeing? | Macro Mondays: August 17, 2026

Inflation Is Cooling, So What Is the Fed Seeing? | Macro Mondays: August 17, 202617 aug31 min

Andreas Steno and Mikkel Rosenvold are back for another episode of Macro Mondays, boiling down the latest topics, from why the Fed may still be overreading inflation risks to why Donald Trump ordered a pullback on military exercises in South Korea. Plus, Andreas lays out his favorite trades for the current macro regime. πŸ”₯ Get 𝗙π—₯π—˜π—˜ π—”π—–π—–π—˜π—¦π—¦ to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Goldilocks Is Back? Why Growth and Inflation Are Finally Aligning 05:02 - US Consumer Stre...