# The Fed's Mistake | Macro Mondays: July 6, 2026

Page: https://stenobird.com/podcast/macro-mondays-6431466/the-fed-s-mistake-macro-mondays-july-6-2026
Text version: https://stenobird.com/podcast/macro-mondays-6431466/the-fed-s-mistake-macro-mondays-july-6-2026.md
Podcast: [Macro Mondays](https://stenobird.com/podcast/macro-mondays-6431466)
Published: 2026-07-06T16:00:00+00:00
Episode link: https://www.buzzsprout.com/2206288/episodes/19453134-the-fed-s-mistake-macro-mondays-july-6-2026.mp3
Audio file: https://www.buzzsprout.com/2206288/episodes/19453134-the-fed-s-mistake-macro-mondays-july-6-2026.mp3
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JSON: https://stenobird.com/v1/public/podcasts/macro-mondays-6431466/episodes/the-fed-s-mistake-macro-mondays-july-6-2026
Duration seconds: 1873

## Resource

Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why inflation may be falling faster than policymakers expect, whether investors are once again wrong on oil, and discuss the political and economic implications of the FIFA World Cup. 00:22 - Macro Mondays: Inflation, Oil, Korea, and the Memory Trade 03:41 - Inflation Is Rolling Over Faster Than Markets Expect 08:...

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## Transcript

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