Macro Monday: Why Reciprocal Tariffs are GOOD News ft. Andreas Steno & Mikkel Rosenvold

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Andreas Steno Larsen, founder, and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news in markets.

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Timestamps: 00:00 - Welcome to Macro Mondays 00:22 - Overview of Today’s Topics 01:03 - Upcoming Real Vision Shows & Guest Speakers 01:19 - The Best Haircuts in Politics? A Lighthearted Start 04:06 - Are Reciprocal Tariffs Actually Good for the Economy? 08:03 - Global Trade: Who Benefits from Lower Tariffs? 10:49 - Trump’s Ukraine Plan & Europe’s Role 12:20 - How Tariff Talks Are Impacting Markets 15:02 - The U.S. Deficit: Signs of Improvement? 18:03 - Gold Prices and Market Sentiment 20:44 - Are Gold Miners the Next Big Investment? 24:07 - Why the UK Economy Is Struggling 26:56 - Political Uncertainty & Trade Vulnerability in the UK 31:06 - Renewable Energy & Offshore Wind: Dead Industry? 33:00 - Rate Cuts & Liquidity: What to Expect in 2025 34:32 - Final Thoughts & Market Outlook

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