Markets Confront Iran Risk and Fed Policy | Macro Mondays

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Previously titled “Markets Confront Iran Risk and Fed Policy” — renamed by the publisher on Aug 3, 2026

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Recorded16 Mar 2026

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Show notes

Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold, to discuss the growing risks around the Strait of Hormuz and what disruptions could mean for oil prices and global markets. Plus, what it means for US-China relations if Trump decides to stay in Washington and and preview a pivotal week for central banks, including decisions from the Federal Reserve, European Central Bank, and Bank of Japan. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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