# Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026

Page: https://stenobird.com/podcast/macro-mondays-6431466/is-the-risk-on-trade-breaking-down-macro-mondays-september-14-2026
Text version: https://stenobird.com/podcast/macro-mondays-6431466/is-the-risk-on-trade-breaking-down-macro-mondays-september-14-2026.md
Podcast: [Macro Mondays](https://stenobird.com/podcast/macro-mondays-6431466)
Published: 2026-09-14T20:00:00+00:00
Episode link: https://www.buzzsprout.com/2206288/episodes/19805102-is-the-risk-on-trade-breaking-down-macro-mondays-september-14-2026.mp3
Audio file: https://www.buzzsprout.com/2206288/episodes/19805102-is-the-risk-on-trade-breaking-down-macro-mondays-september-14-2026.mp3
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JSON: https://stenobird.com/v1/public/podcasts/macro-mondays-6431466/episodes/is-the-risk-on-trade-breaking-down-macro-mondays-september-14-2026
Duration seconds: 1855

## Resource

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! 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Monday...

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## Transcript

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