Episode
Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026
- Podcast
- Macro Mondays
- Published
- Feb 2, 2026
- Duration seconds
- 1771
- Processing state
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Summary
Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain weaponization. They cover the biggest forces reshaping global markets – including today's surprising ISM print. Binance is the world’s leading blockchain ecosystem, trusted by over 300M users in 100+ countries. It offers an unmatched portfolio of digital asset products such as trading, finance, Web3...