Geopolitics Driving Markets Again

Update: 2025-06-17

Description

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 Ukraine-Russia tensions and the Israel-Iran 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.

Comments

In Channel

Fed Cuts, Flash Crash, and Geopolitics

2025-09-2330:11

Most-Hated Rally Ever?

2025-09-1630:02

Weak U.S. Jobs, Europe in Crisis, & the Oil Setup

2025-09-0830:49

Crypto Volatility, China Rallies... Is the U.S. Next?

2025-08-2631:28

Strong Dollar Means Weak Dollar?

2025-08-1232:53

Global Trade Rewired

2025-07-1034:05

Iran Tensions Over?

2025-06-2427:36

Geopolitics Driving Markets Again

2025-06-1721:33

Ukraine strikes and the state of sanctions

2025-06-0325:40

Downgrades, Debt, and Digital Gold

2025-05-1930:34

A Path to Trade War Diffusion

2025-05-1326:25

Is Trump’s Plan Working?

2025-05-0530:03

Is Macro Data Dead?

2025-04-2830:01

What Could Reverse This Market Meltdown?

2025-04-0829:36

No more safe havens? Well, maybe...

2025-04-0127:55

How to Trade the Geopolitical Firehose

2025-03-2531:51

How to trade the inflation schism

2025-03-1836:47

Have We Reached the Bottom in Equities?

2025-03-1132:32

Why reciprocal tariffs are a GOOD thing

2025-02-1734:42

Could Trump actually bring global tariffs DOWN?

2025-02-1129:49

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Geopolitics Driving Markets Again

#box-pro-ellipsis-175924309413582{-webkit-line-clamp:2;}Geopolitics Driving Markets Again

Geopolitics Driving Markets Again

Geopolitics Driving Markets Again