Volatility remains the dominant theme for financial markets, as prices for energy and food commodities continue to rise along with hostilities in Eastern Europe. Russia’s war on Ukraine has made central bankers’ fight against inflation that much more complex. And its broader ramifications multiply seemingly by the hour. Peter Zeihan, a geopolitical strategis ... Show More
Nov 9
The Economy Is Sending a Surprising Signal | Macro Mondays
Our Trading League is still open! To learn more and get your chance to win up to $100,000 in prizes, visit realvision.com/your-futureMikkel Rosenvold, head of geopolitics at Steno Research, is flying solo on this week's Macro Mondays to discuss the impacts of both the U.S. midter ... Show More
29m 8s
Nov 2
Why the Midterms Matter for Market Liquidity | Macro Mondays: Nov. 2, 2026
With the U.S. midterm elections just one day away, Andreas Steno and Mikkel Rosenvold are back to break down the forces shaping markets as November gets underway. They examine the battle for control of Congress and what the outcome could mean for markets, the disconnect between s ... Show More
30m 14s
Feb 2022
Andrew Sheets: Geopolitics, Inflation and Central Banks
<p>As markets react to the conflict between Russia and Ukraine, price moves for corn, wheat, oil and metals may mean new inflationary pressures for central banks to contend with in the coming months.</p><p><br></p><p><em>Important note regarding economic sanctions. This research ... Show More
3m 4s
Mar 2022
Shock and war: global prices rise
<p>Russia’s invasion of Ukraine has pushed global prices, which were already climbing, even higher. As America’s central bank raises its target interest rate for the first time in four years, we break down the challenges facing central bankers. In the fourth instalment of our Fre ... Show More
24m 9s
Mar 2022
Shock and war: global prices rise
<p>Russia’s invasion of Ukraine has pushed global prices, which were already climbing, even higher. As America’s central bank raises its target interest rate for the first time in four years, we break down the challenges facing central bankers. In the fourth instalment of our Fre ... Show More
24m 9s
Mar 2022
E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
0:00 Jason's new "family office" and Sacks' new strategy 2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in 15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, cap ... Show More
1h 14m
<p>Investors are betting the European Central Bank will raise interest rates to all-time highs, and the FT’s Ben Hall explains the impact of the war in Ukraine on the country’s economy. </p><br><p><strong>Mentioned in this podcast:</strong></p><p><a href="https://www.ft.com/ ... Show More
