Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire are, and previews a consequential week for markets ahead, packed with Manufacturing PMI, Nonfarm Payrolls data, and Kevin Warsh's speech.
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00:22 - Macro Mondays Returns: Dollar, Hormuz, and Kevin Warsh Preview 03:01 - June Winners and Losers: Memory Stocks, Biotech, and the Dollar 05:11 - Is the Hormuz War Back On or Is Oil Still Flowing? 09:11 - Is Everyone Wrong on the US Dollar? 13:34 - Kevin Warsh’s Big Test: Will the Fed Pivot Again? 17:42 - Jobs Report Preview: Why Payrolls Could Surprise Lower 20:32 - How to Position Your Portfolio Heading Into Summer Vacation 23:30 - AI Trade Check-In: Token Prices, Micron, and Memory Demand 27:30 - Apple, China Memory Chips, and the Next Consumer Scarcity Risk
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