Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest escalation in the Middle East following U.S. attacks on Larka Island. Is the war restarting, and could renewed geopolitical risk disrupt the market setup just as investors were beginning to embrace the bull case?
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Timestamps: 00:00 - Macro Mondays with Andreas Steno & Mikkel Rosenvold 00:23 - Kevin Warsh Turns Hawkish: Should Investors Pull Back on Risk? 02:01 - What Warsh’s Jackson Hole Speech Really Changed 03:31 - PCE vs CPI: Which Inflation Signal Should the Fed Trust? 06:22 - Warsh vs Bessent: The Battle Over Rates and Bond Yields 08:58 - September Rate Hike: Is the Market Overreading the Fed? 13:04 - Why One Rate Hike Probably Won’t Kill the Business Cycle 15:17 - US Strikes Larak Island: Is the Iran War Restarting? 16:46 - Strait of Hormuz, Crack Spreads, and the Next Inflation Trade 21:12 - South Korea Exports vs ISM: The AI Boom Is Still Running Hot 24:01 - Jobs Report Preview: Why Weak Payrolls May Not Stop the Fed 25:54 - ECB vs Fed: Why the Short-Dollar Trade Still Works
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