Get the Hell Outta Europe: Inflation, Elections, and Market Moves

🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3MMeRfQ. Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to dig into what’s going on with the European economy.

Andreas and Mikkel also cover China, geopolitics, and Solana. Recorded on June 14, 2024.

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Timestamps:
0:00 - Introduction to Macro Mondays and Token 2049 event
1:04 - Discussion on "Get the Hell Outta Europe" headline
2:05 - US Inflation: Consumer and Producer Price Index analysis
4:08 - Motor Vehicle Insurance deflation and its implications
5:21 - Potential scenario for Federal Reserve's inflation forecast adjustments
7:07 - Introduction to Macro Regime Indicator and its significance
8:18 - Analysis of liquidity trends and inflation direction
9:35 - Positive outlook due to liquidity and growth trends
10:45 - French Election Chaos and its market impact
15:11 - Japanese investors' concerns about right-wing politics in France
18:23 - China's strategy and the impact of tariffs on EVs
20:26 - Inflationary concerns with Chinese EVs
22:00 - Sharp decline in copper consumption in China
25:17 - Potential market manipulation in the copper market by China
26:18 - Clip of the week featuring Biden at a White House concert
27:24 - Discussion on Biden's capabilities and potential Democratic candidates
30:05 - Divergence between UK and European inflation
32:14 - Tesla's position amid the EV tariff war
33:26 - Summary of trading portfolio and macro regime indicator performance
37:03 - User meme of the week: Solana tattoo as a sign of market peak
37:36 - Viewer meme: Comparison of Viking warriors to modern-day Scandinavians
38:41 - Conclusion and invitation to join Real Vision Community

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