Global Trade Rewired | Macro Mondays (July 07, 2025)

Andreas Steno Larsen and Mikkel Rosenvold return to discuss the Swedish inflation shock, AI’s growing impact on labor markets, OPEC’s price war strategy, and the Trump’s looming trade deal deadline. They break down whether the market is misunderstanding Trump’s tariff strategy, which countries may strike deals, and why tech employment is at an inflection point. 📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing 📣 *This episode is brought to you by VeChain. VeChain has been delivering real-world blockchain utility since 2015, long before the hype. From powering supply chains and carbon tracking to food safety and enterprise tools, its protocol is proven, scalable, and trusted. Now, it enters a new era: “VeChain Renaissance”, powered by the VeBetter ecosystem and an ambitious technical roadmap. With modular upgrades, performance boosts, and the introduction of VeBetterDAO, VeChain is embracing open participation, while keeping the enterprise-grade reliability it’s known for. The next phase has already landed: Stargate - VeChain’s new staking program. 👉 To read more, visit: https://www.stargate.vechain.org 🔥 *Arch Public:* It’s a hedge fund in your pocket. Built for retail traders, designed to outperform Wall Street. 👉 Try it for free at https://realvision.com/arch 📣 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. ⬜ Take control of your data and keep your private life private by signing up for DeleteMe. Now at a special discount for our listeners. ⬜ Today get TWENTY PERCENT off your DeleteMe plan by texting VISION to 64000. The only way to get twenty percent off is to text VISION to 64000. That’s VISION to 64000. Message and data rates may apply. Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Music license ID: WJ6TRPVHFD About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices