Macro Mondays: US CPI, Bitcoin & China Insights

🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw. Andreas Steno and Mikkel Rosenvold are back to break down U.S. CPI, BTC, China, and more on Macro Mondays.

Andreas Steno Larsen, founder and CEO of Steno Research, and Mikkel Rosenvold, Steno Research head of geopolitics, are back for another episode of Macro Mondays. This week, they examine the recent U.S. CPI report, bitcoin’s price action, and update us on the state of the Chinese economy. They also check in on the Stenos Research Macro Regime indicator and see if they can go a whole episode without mentioning the U.S. presidential nominees. No promises. Recorded on July 12, 20234.

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Timestamps:
00:00 - Sponsor: Token2049
01:31 - Discussion on US CPI numbers
02:00 - No Biden/Trump discussion promise
03:32 - Andreas' view on Gung-ho Summer
05:54 - Details of the CPI report
08:16 - Market reactions to the CPI report
09:31 - Outlook on Fed Cuts
12:28 - Shipping issues around Cape of Good Hope
17:09 - Impact of rising transportation costs
19:15 - Geopolitical impacts on shipping
20:12 - Potential consumer price impacts
24:33 - Discussion on Bitcoin and German Bitcoin Holdings
27:51 - Analysis of Maker and decentralized stablecoins
30:23 - China's economic outlook and policy conference
36:14 - Analysis of Asian currencies and their impacts
40:21 - Discussion on renting vs. mortgages
41:33 - Portfolio strategies and market trends
43:14 - Conclusion and wrap-up

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