Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today’s macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supply chain pressures. Additionally, they assess the highly anticipated meeting between Donald Trump and Xi Jinping, and monitor the latest developments in peace talks for both Iran and Ukraine.
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Timestamps: 01:07 - Why 2026 Is Starting to Look Like 2021 03:17 - Hantavirus, Covid Flashbacks, and Why Markets Should Ignore It 06:30 - Easy Dollar Liquidity, SLR Reform, and the Return of Risk Appetite 11:27 - Tomorrow’s CPI Report and the Next Inflation Wave 13:29 - Iran, Oil, and Why Hormuz Is Fading as a Market Driver 15:03 - Trump-Xi Meeting: The Underreported Macro Event of the Week 17:30 - Best Portfolio Hedges for US-China Decoupling 22:21 - Iran, Ukraine, China: Could Easing Geopolitics Extend the Rally? 25:12 - End Consumer Scarcity: The New AI and Semiconductor Trade
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