Will the Fed Cut in December? | Macro Mondays: November 24, 2025

Описание: 🔥 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*.

Steno Research founder and CEO Andreas Steno Larsen and partner & head of geopolitics Mikkel Rosenvold return for another edition of Macro Mondays. From fading liquidity and a brutal stretch for global markets to rate-cut expectations, geopolitical shifts, and what investors should watch into December, for your portfolio.

📣 This episode is brought to you by Bitwise Asset Management. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the access they need. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors.

👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Carefully consider the extreme risks associated with crypto before investing.

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00:00 - Introduction: Sponsor Reads
01:50 – Real Vision Updates: Macro Week Ahead & Black Friday Deals
03:40 – S&P Seasonality: Why Mondays Are Strong, Thursdays Weak
05:59 – Will the Fed Cut in December? It’s a Make-or-Break Meeting
07:57 – Powell’s Committee Is Split: Rate Cut or No Cut?
09:32 – Political Games Inside the Fed: Trump vs Biden Appointees
11:00 – Rashi Model Shows Inflation Falling Fast—Rate Cut Ahead?
12:40 – Is Goldilocks Back? Growth Stabilizing, Inflation Cooling
14:34 – Ukraine Peace Deal Back on the Table? Market Implications
16:24 – Could a Surprise Breakthrough Spark a Market Rally?
18:04 – Liquidity Watch: Are We Really Out of the Woods Yet?
20:21 – SLR Easing Could Unlock $300B+ in Bank Lending
22:41 – UK Wealth Tax Worries: Could It Trigger a Gilt Tantrum?
24:02 – Will Bitcoin Lose Its Liquidity Tailwind in 2026?
26:15 – Is Private Credit Crowding Out Crypto? New Allocator Flows
28:00 – Should You Add or De-Risk Nuclear & Solar Now?



Disclaimer: https://media.realvision.com/wp/20231...

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