Episode
Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026
- Podcast
- Macro Mondays
- Published
- Sep 14, 2026
- Duration seconds
- 1855
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Summary
Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is starting to emerge, and what it all means for the risk-on trade. Be sure to check out the Steno Nowcasting Dashboard for the latest signals on growth, inflation, and liquidity, only on Real Vision! π₯ Get ππ₯ππ πππππ¦π¦ to Real Vision: https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Monday...