Crypto Volatility, China Rallies... Is the U.S. Next? | Macro Mondays: August 25, 2025
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Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the fallout from Fed Chair Jerome Powell’s Jackson Hole press conference, Trump’s attacks on Fed Governor Lisa Cook, and the growing political pressure on the FOMC. They also dive into U.S. equity flows, crypto volatility, China’s stock rally, and why investors may be underestimating America’s rebound.
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00:00 - Sponsor Read
01:25 – Jackson Hole Recap: Powell Sparks Risk-On Rally
04:43 – Trump Targets the Fed: Lisa Cook & Board Shakeup
07:34 – Trump Needs a Hand Grenade Candidate at the Fed
08:41 – Market Reactions Misread Powell’s Message?
11:42 – US Asset Flows Hit All-Time Highs Despite Chaos
14:31 – What If the Fed Doesn’t Cut in September?
16:32 – PMIs Surging: Is the U.S. Economy Stronger Than Expected?
17:43 – Bitcoin Bubble or Breakout? The Cycle Says More Upside
20:32 – China Stocks Surge: Weak Dollar Thesis Working
22:29 – Trump, the Fed & Liquidity: Why EM Could Rip
23:42 – Ukraine Peace Deal Odds Drop: Trump Misread Putin?
28:41 – China Buys More Russian Oil: Cheap Crude Advantage
30:46 – China as a Safe Haven: 20% Gains Since April Bet
31:46 – Final Thoughts: Why U.S. & Crypto Assets May Still Rally
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