Macro Mondays

De: Andreas Steno Larsen
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  • Sumário

  • Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content.

    We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world

    The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)

    Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe
    © 2024 Macro Mondays
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Episódios
  • Macro Mondays #66 - 25BP or 50BP? And how to position

    Macro Mondays #66 - 25BP or 50BP? And how to position
    Sep 16 2024

    We evaluate last week's key CPI numbers and look ahead to the FOMC meeting this week. While a cut seems destined, it's going to be extremely key whether the Fed opts for a 25 or 50 bp cut. We gauge the chances and talks positioning - including Fixed Income and Commodities.

    Check out the episode on youtube to see the graphs & videos we look at.

    Remember to check out the links below.

    Token2049 week in Singapore - 16-22 September.
    https://www.asia.token2049.com/tickets
    15% Discount Code: realvision

    FREE macro newsletter - https://stenoresearch.com/free/

    Find out more at www.stenoresearch.com/subscribe

    Host: Andreas Steno & Mikkel Rosenvold

    Find our Crypto coverage here -
    https://stenoresearch.com/category/crypto-moves/

    If you enjoy our content, Please subscribe to our Youtube Channel:
    ➡️ https://tinyurl.com/23hp3vah
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    29 minutos
  • Macro Mondays #65 - Is this sell-off even worse?

    Macro Mondays #65 - Is this sell-off even worse?
    Sep 9 2024

    It's been another red week in markets, so we take a closer look at the macro factors driving the development and what the outlook is for the coming weeks and months. We look at US liquidity trends as well as growth trends in China - who both could be pointing at a worse and stickier sell-off. Finally, we touch upon the US presidential debate tomorrow!

    Check out the episode on youtube to see the videos & memes we look at.

    Remember to check out the links below.

    Token2049 week in Singapore - 16-22 September.
    https://www.asia.token2049.com/tickets
    15% Discount Code: realvision

    FREE macro newsletter - https://stenoresearch.com/free/

    Find out more at www.stenoresearch.com/subscribe

    Host: Andreas Steno & Mikkel Rosenvold

    Find our Crypto coverage here -
    https://stenoresearch.com/category/crypto-moves/

    If you enjoy our content, Please subscribe to our Youtube Channel:
    ➡️ https://tinyurl.com/23hp3vah
    Exibir mais Exibir menos
    34 minutos
  • Macro Mondays #64 - Was the H1 Rebound a fake?

    Macro Mondays #64 - Was the H1 Rebound a fake?
    Sep 3 2024

    We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs?

    We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week too.

    Check out the episode on youtube to see the videos & memes we look at.

    Remember to check out the links below.

    Token2049 week in Singapore - 16-22 September.
    https://www.asia.token2049.com/tickets
    15% Discount Code: realvision

    FREE macro newsletter - https://stenoresearch.com/free/

    Find out more at www.stenoresearch.com/subscribe

    Host: Andreas Steno & Mikkel Rosenvold

    Find our Crypto coverage here -
    https://stenoresearch.com/category/crypto-moves/

    If you enjoy our content, Please subscribe to our Youtube Channel:
    ➡️ https://tinyurl.com/23hp3vah
    Exibir mais Exibir menos
    34 minutos
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