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Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's head of geopolitics, to explore the shifts in global markets as the civil war in Syria seems to come to an end. From why China’s “moderately loose” policy language suggests massive stimulus incoming to Fed rate cut hints and Europe's better-than-expected outlook, it’s a packed session of actionable insights.
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00:00 - Intro
02:20 - Syria Civil War Ends
04:45 - China’s Fiscal Stimulus
07:50 - U.S. Non-Farm Payrolls
10:20 - Central Bank Policy Divide
12:30 - Europe’s Market Comeback
14:40 - Macro Hedge Fund Positions
16:55 - Key Market Trends Ahead
19:10 - Latest Inflation Trends
21:50 - ECB Rate Cut Debate
24:50 - Denmark’s Crypto Tax Changes
25:10 - Ethereum’s Growth Potential
26:55 - Closing Thoughts
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