The Tariff Battle Heats Up | Macro Mondays: October 27, 2025
🔥 Join the waitlist: https://rvtv.io/3IQ5Bs6
Andreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions.
📣 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 necessary access. 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
Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities.
Music license ID: WJ6TRPVHFD
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
Disclaimer: https://media.realvision.com/wp/20231...
01:05 – Are We Back? Trade Truce Ignites Rally
03:33 – Trump and Xi Set to Meet: Timing and Impact
04:24 – Rare Earth Magnets: China’s Geopolitical Leverage
06:40 – Why the Rare Earth Trade Isn’t Over
09:27 – Military Supply Chain Risks and Tomahawk Delays
11:15 – Politics Driving Markets: Exhausting or Effective?
12:27 – Have We Crossed the U.S.-China Decoupling Rubicon?
15:28 – U.S.-China Relations: Trump’s Risk Management Strategy
15:53 – Where Is the Inflation? CPI Breakdown
17:39 – Freight Rates Collapse: A Deflationary Signal?
20:01 – Tariffs and Inflation: Why It’s Not Showing Up Yet
21:22 – S&P Correction: Is the Worst Over?
22:19 – Silver Outlook Into Year-End: Still Bullish?
23:49 – What Could Unlock the Next Wave of Liquidity?
25:53 – Portfolio Strategy for Late-Cycle Volatility
#macro #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #macro