Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics. This week, they analyze the impact of Donald Trump's election momentum on financial markets before breaking down the European Central Bank's latest rate cuts and Germany's ongoing energy crisis. Plus, Andreas and Mikkel dive into global macro trends, U.S. dollar strength, and China's economic outlook. Recorded on October 21, 2024