Crypto Volatility, China Rallies... Is the U.S. Next? | Macro Mondays: August 25, 2025 скачать в хорошем качестве

Crypto Volatility, China Rallies... Is the U.S. Next? | Macro Mondays: August 25, 2025

🔥 FINAL HOURS: Get 50% OFF Real Vision Connect https://rvtv.io/3UenXVY Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the fallout from Fed Chair Jerome Powell’s Jackson Hole press conference, Trump’s attacks on Fed Governor Lisa Cook, and the growing political pressure on the FOMC. They also dive into U.S. equity flows, crypto volatility, China’s stock rally, and why investors may be underestimating America’s rebound. 📣 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 📣 Binance is a leading global blockchain ecosystem behind the world’s largest cryptocurrency exchange by trading volume and registered users. Binance is trusted by more than 280 million people in 100+ countries for its industry-leading security, transparency, trading engine speed, protections for investors, and unmatched portfolio of digital asset products and offerings from trading and finance to education, research, social good, payments, institutional services, and Web3 features. Binance is devoted to building an inclusive crypto ecosystem to increase the freedom of money and financial access for people around the world with crypto as the fundamental means. 👉 Learn more at https://realvision.com/binance 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/20231... 00:00 - Sponsor Read 01:25 – Jackson Hole Recap: Powell Sparks Risk-On Rally 04:43 – Trump Targets the Fed: Lisa Cook & Board Shakeup 07:34 – Trump Needs a Hand Grenade Candidate at the Fed 08:41 – Market Reactions Misread Powell’s Message? 11:42 – US Asset Flows Hit All-Time Highs Despite Chaos 14:31 – What If the Fed Doesn’t Cut in September? 16:32 – PMIs Surging: Is the U.S. Economy Stronger Than Expected? 17:43 – Bitcoin Bubble or Breakout? The Cycle Says More Upside 20:32 – China Stocks Surge: Weak Dollar Thesis Working 22:29 – Trump, the Fed & Liquidity: Why EM Could Rip 23:42 – Ukraine Peace Deal Odds Drop: Trump Misread Putin? 28:41 – China Buys More Russian Oil: Cheap Crude Advantage 30:46 – China as a Safe Haven: 20% Gains Since April Bet 31:46 – Final Thoughts: Why U.S. & Crypto Assets May Still Rally #macro #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #chinaeconomy #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #macro #etf #ethetf #btcetf #senate #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #rates #raoulpal #realvision #fed #sec #ai #conflict #middeleast #tradewar #jacksonhole