Macro Mondays
MurmurCast publishes AI-generated summaries of Macro Mondays’s Podcast episodes — 4 summarized so far, covering Russia economic capacity and wartime self-sufficiency, Iran conflict, oil markets, and geopolitical de-escalation, U.S. midterm election implications for AI/tech policy, ISM services data and economic growth signals, French political risk and Marine Le Pen's presidential prospects, Currency markets and dollar-euro dynamics. Each summary distills the key insights, topics, and takeaways so you can decide what’s worth your time before pressing play.
How Much Longer Can This Cycle Run?
Andreas Snogerup Linné and Raoul Pal discuss macroeconomic conditions, geopolitical risks, and market divergences on Real Vision's Macro Mondays. They analyze the ISM services print, French political risks, oil market dynamics, and the viability of the current economic cycle, arguing that markets are misprice certain risks.
Is the yield curve inverted?
Andreas Steno and Mikael Oswald discuss the approaching yield curve inversion, explaining why bond yields matter for economic cycles and what historical data shows happens after inversions. They analyze how AI's strength may be masking how restrictive current interest rates are for the broader economy, and touch on US-China trade relations and Iran's energy situation.
Is Risk-On Too Risky? | Macro Mondays: August 31, 2026
Andreas discusses Kevin Walsh's Jackson Hole speech, concluding it was hawkish in tone but not more so than recent Fed rhetoric, while highlighting a significant divergence between PCE and CPI inflation measures. The episode covers potential rate hike scenarios, geopolitical tensions in the Middle East affecting energy markets, and upcoming economic data that could influence Fed policy decisions.
Are Markets About to Rip Higher?| Macro Mondays: August 24, 2026
Mikkel Rotenwald and Andreas discuss Scott Bessent's Treasury buyback program funded by the TGA as a major liquidity injection for markets, potentially driving Bitcoin and gold rallies. They analyze how this constitutes a structural shift from Fed-led to Treasury-led liquidity provision, with implications for risk assets through 2028, while also examining AI business momentum divergence between OpenAI and Anthropic.