Has Inflation Bottomed Out? What This Means for Your Portfolio | Macro Monday

Описание: Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and trends driving global markets. From escalating between Israel and Iran, the Ukraine-Russia standoff to the latest twists in U.S.-China trade talks, they unpack how geopolitics is driving market volatility, shaping risk assets, and influencing macro positioning. Plus: rate cut odds, job market shifts, and where geopolitics meet macro risk.

• 📈 Inflation May Be Back: After a potential bottom last week, signs point to inflation ticking back up — with freight rates, oil, and energy prices all on the rise. 🚚🛢️⚡
• 📊 What It Means for You: If this is the local bottom, portfolios need a rethink. Higher inflation impacts everything — from growth stocks to interest-sensitive assets. 💡📉
• 🔋 Energy = Opportunity: The sneak peek from the Real Vision Pro tier suggests loading up on energy and high beta names might just be the smart move. ⚡🔥📊

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