Is Everyone Wrong About the Dollar? | Macro Mondays

Real Vision: Finance & Investing

Real Vision

Investing, Business, Business News, News

4.1 • 1.1K Ratings

🗓️ 29 June 2026

⏱️ 31 minutes

🔗️ Recording | Apple Podcasts | RSS

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Summary

Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire are, and previews a consequential week for markets ahead, packed with Manufacturing PMI, Nonfarm Payrolls data, and Kevin Warsh's speech. 🔥 Our Biggest Sale Ever, Don't Miss the Generational Setup realvision.com/pricing Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50.Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. 00:22 - Macro Mondays Returns: Dollar, Hormuz, and Kevin Warsh Preview 03:01 - June Winners and Losers: Memory Stocks, Biotech, and the Dollar05:11 - Is the Hormuz War Back On or Is Oil Still Flowing?09:11 - Is Everyone Wrong on the US Dollar?13:34 - Kevin Warsh’s Big Test: Will the Fed Pivot Again?17:42 - Jobs Report Preview: Why Payrolls Could Surprise Lower20:32 - How to Position Your Portfolio Heading Into Summer Vacation23:30 - AI Trade Check-In: Token Prices, Micron, and Memory Demand27:30 - Apple, China Memory Chips, and the Next Consumer Scarcity Risk Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Some time it may be good, sometimes maybe shit.
0:03.0	It's Macro Mondays, big picture, clear play, stocks, bonds, FX, crypto on the way, get context
0:13.0	with strategy right now on your screen, Macromondays, level up your week Oh yeah
0:21.0	Hello all there
0:22.7	Welcome to Real Vision
0:24.1	Welcome to Macro Monday
0:26.1	My name is Michael Rosenwald
0:27.6	I'm your usual host
0:28.8	These Mondays
0:29.5	Finally back after a few weeks
0:31.6	In sunny Italy
0:32.6	And I'm joined as usual
0:34.2	By my co-host Andreas
0:36.1	Welcome to the show, Andreas.
0:39.0	Thanks, Michael.
0:43.8	Finally, the temperatures have dropped a bit here in Copenhagen after, I think,
0:48.2	I knew where I could high in temperatures on Saturday.
0:53.4	So it was a nasty weekend for us without ACs, to be honest. Old-time highs also in temperature recordings in Derbong and Dres.
0:59.2	Not the all-time highs we were looking for maybe, but it's the ones we had.
1:03.6	We have a great show for you today.
1:05.1	We're going to answer some of the most red-hot questions out there in markets.
1:09.9	Are we back to a war in Hormuz?
	...

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