Скачать или смотреть How to Position for Major Market Rotations | Macro Mondays, Feb. 16, 2026

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Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics, on the latest Macro Mondays. They break down what happened at the Munich Security Conference, Ray Dalio's X article on a changing world order, inflation report, and much more.

Timestamps:
00:00 – Binance Ad: Trade Crypto With Low Fees & Deep Liquidity
00:45 – Macro Mondays Intro: US Holiday, Europe Open & Market Setup
01:52 – AI Disruption Hits SaaS & Trucking: Sector Sell-Off Explained
04:55 – Hyperscaler CapEx Surge: Why Free Cash Flow Is Collapsing
07:10 – Big Tech’s AI Dilemma: Spend or Fall Behind?
09:55 – Market Reaction to Heavy AI Investment
11:40 – Soft CPI Print: Is Inflation Finally Rolling Over?
13:45 – Fed Rate Cuts Before Kevin Warsh? Policy Timeline Explained
15:05 – US Growth Re-Accelerates While Europe Slows
16:00 – Worst US Relative Equity Start Since 1995
17:20 – Munich Security Conference: US–Europe Strategic Shift
18:50 – US Navy Near Iran: Oil Price & Geopolitical Risk
20:30 – Gold Outlook: Ukraine Peace Risk & Dollar Stabilization
22:10 – Russia & SWIFT: Sanctions Impact on Gold Markets
25:10 – Oil Flagged as Best Macro Trade in Goldilocks Setup
26:40 – Bonds Turning Bullish: Duration Back in Play
27:25 – Equity Rotation: Semis, Energy & Global Cyclicals
28:55 – AI CapEx Strategy: Buy the Supply Chain, Not the Spenders
29:40 – Final Thoughts: Volatility, AI Cycle & Portfolio Outlook

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