Macro Mondays: September 29, 2025

Macro Mondays: September 29, 2025

From youtube.com/realvisionfinance

Andreas Steno and Mikkel Rosenvold of Steno Research start our week by examining the latest macro news and trends moving global markets.

- Older Stories
Japan steel group calls EU anti-dumping measures unjust
From channelnewsasia.com|Sep 29, 2025
Japan Iron and Steel Federation Chairman Tadashi Imai said on Monday it was unjust and extremely regrettable that the European Commission concluded that the EU had been injured by ...
Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time
From zerohedge.com|Sep 29, 2025
On the back of a 45% surge in the price of gold this year, the US Treasury's hoard of the barbarous relic has surpassed $1 trillion in value for the first time in history. That is ...
House GOP Leadership Unlikely to Bring Chamber Into Session This Week
From @FirstSquawk|Sep 29, 2025|3 comments
HOUSE GOP LEADERSHIP UNLIKELY TO BRING CHAMBER INTO SESSION THIS WEEK — SHUTDOWN WEEK MOVE SIGNALS LIMITED PROGRESS ON AVERTING GOVERNMENT SHUTDOWN POLITICAL STANDOFF HEIGHTENS RISK OF FUNDING LAPSE

- Newer Stories
Copper and copper miners jump again as the Grasberg fallout reverberates
From investinglive.com|Sep 29, 2025
The market was slow to pickup on the importance of the Freeport-McMoran update following the mudslide at its massive Grasberg mine but it's quickly becoming clear. About 70% of ...
Fed's Williams: Monetary policy continues to be restrictive, we're still in a position to put...
From @financialjuice|Sep 29, 2025|5 comments
Fed's Williams: Monetary policy continues to be restrictive, we're still in a position to put downward pressure on inflation. FED'S WILLIAMS: FED STILL HAS A WAYS TO GO TO GET TO 2% INFLATION GOAL Fed's Williams: Tariffs have had a modest or moderate inflation impact. Fed's Williams: My model's estimate for the real neutral rate is 0.75%. Fed's Williams: The neutral rate is important, but policy is driven by data.
Musalem: Expect inflation to be elevated for two or three quarters
From @DeItaone|Sep 29, 2025|3 comments
MUSALEM: EXPECT INFLATION TO BE ELEVATED FOR TWO OR THREE QUARTERS Fed's Musalem: The impact of tariffs has been more muted than expected, only responsible for perhaps 10% of current inflation. Fed's Musalem: The Fed needs to tread cautiously. *MUSALEM: RATES ARE BETWEEN MODESTLY RESTRICTIVE AND NEUTRAL *FED'S MUSALEM: MOST INFLATION NOT TARIFF DRIVEN

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