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Andreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break down Scott Bessent’s latest intervention in bond markets and what it could mean for yields, the U.S. dollar, and global liquidity. Plus, they dig into the intensifying Anthropic vs. OpenAI battle and ask whether markets are getting another dose of “Warsh hopium” after Friday’s price action.
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Timestamps:
- Are We Finally Back?
- Bitcoin and Gold Start Moving Again
- Why the Debasement Trade Is Back
- What Treasury Buybacks Actually Do
- The TGA Changes the Liquidity Story
- Why Bank Liquidity Matters for Markets
- How Much Liquidity Could Treasury Add?
- Hedge Funds Become the Marginal Treasury Buyer
- Is This Sustainable for Bitcoin and Gold?
- Temporary vs. Permanent Liquidity
- How Big Could Bessent’s Buybacks Get?
- Andreas’ Weaker-Dollar Portfolio Setup
- OpenAI vs. Anthropic
- Iran, China, and the Geopolitical Spillover
- What Could Kevin Warsh Say at Jackson Hole?
- The Most Important Macro Chart Right Now
- Is the Fed About to Turn Less Hawkish?
#macromondays #macro #mikkelrosenvold #andreassteno #stenoresearch #markets #investing #stocks #stockmarket #fed #bonds #treasuries #usdollar #dxy #liquidity #openai #anthropic #interestrates #trading #realvision #scottbessent #kevinwarsh #federalreserve
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