Do The Midterms Matter for Market Liquidity?

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 surging AI investment and selling pressure across technology stocks, and why liquidity could become the next major market catalyst.

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Timestamps:
00:00 - Welcome to Macro Monday's
01:25 - Three News Items: Anthropic Q3, ISM & Iran Oil Drop
02:26 - Iran Peace Deal: Trump’s Way Out
03:30 - Real Vision Trading League Launch
04:31 - October Market Panic: Liquidity & Hedge Fund Deleveraging
06:31 - Extreme Positioning & October PPI Turning Point
08:36 - Peace Deal Could Spark Rally Like April
09:12 - US Midterms: Michigan, Texas & Democratic Sweep
13:29 - Lame Duck Period: Appropriations & Debt Ceiling
15:19 - Anthropic: Fastest $1B to $75B Growth in History
16:42 - “No More AI CapEx” Credit Investor Consensus
18:09 - Tech Sector Priced Below 2022 Bottom
20:02 - Anthropic IPO: Why Steno Prefers OpenAI
21:19 - GPU Spot Prices Soaring Since October
22:06 - LLM Margins & Commoditization Debate
24:01 - This Week on Real Vision: Drill & Drinks with Raoul
26:10 - Positioning: Semiconductors Still Look Great
27:45 - Closing Thoughts
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