In this episode of Macro Mondays, Mikkel Rosenvold and Andreas Steno Larsen discuss various macroeconomic topics, including non-farm payrolls, the inflation outlook, upcoming trade deadlines, and oil production hikes. They analyze Swedish inflation data, Elon Musk's political involvement, and potential trade deals with countries like the EU, Madagascar, Indonesia, Australia, India, and Mexico. The hosts also delve into the OPEC meeting's impact on oil prices and the U.S. Strategic Petroleum Reserve. A significant portion of the discussion is dedicated to the labor market, particularly the impact of AI on tech employment and the shift in participation between native-born and foreign-born workers. They conclude with insights on market positioning, highlighting China as a safe bet and expressing optimism about a cyclical upswing in PMIs. The episode also includes advertisements for Bitwise, VeChain, Plus500 futures, and Delete.me. Additionally, they announce that Steno Research is merging with Real Vision.
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