Andreas Steno and Mikkel Rosenvold are back on this Macro Monday episode to discuss why the Fed may still be overreading inflation risks; Mikkel digs into why Donald Trump ordered a pullback on military exercises in South Korea, and Andreas lays out the trades he likes right now in the current macro regime. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Goldilocks Is Back? Why Growth and Inflation Are Finally Aligning 05:02 - US Consumer Strength vs Record-Low Sentiment: What’s Really Going On 10:41 - Why the Fed Could Be Wrong-Footed by Falling Inflation 13:07 - Four Reasons US Inflation Is Cooling Faster Than Expected 18:45 - Could Goldilocks Change the Midterm Election Outlook? 19:36 - Trump, South Korea, and the Growing Risk to Asia’s AI Supply Chain 22:08 - High-Bandwidth Memory, China, and the US Export-Control Problem 24:31 - Micron, Memory Stocks, and Why the AI Trade May Still Be Early 26:34 - The Best Macro Trade Now: Own Inflation Where the Fed Can’t See It 29:31 - Why a Weaker Dollar Could Unlock the Next Leg of the Rally Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram LinkedIn: https://rvtv.io/linkedin 👉 Join our Discord channel and meet like-minded people: https://discord.gg/FTQsrUhD9Z Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Music license ID: WJ6TRPVHFD #macromondays #macro #markets #investing #realvision #mikkelrosenvold #andreassteno #stenoresearch #federalreserve #trump #businesscycle #interestrates #markets #finance #bonds #korea #trades