Episode
Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026
- Podcast
- Macro Mondays
- Published
- Aug 10, 2026
- Duration seconds
- 1568
- Processing state
not_requested
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Summary
Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They break down Andreasβ latest convictions on where we are in the business cycle, and whether Kevin Warsh and the Fed are misreading the setup. π₯ Get ππ₯ππ πππππ¦π¦ to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:23 - CPI Preview: Is Inflation Falling Faster Than Expected? 01:11 - Why Tariff Refunds ...