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.

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Token2049 week in Singapore - 16-22 September.
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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.

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Token2049 week in Singapore - 16-22 September.
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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.

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Token2049 week in Singapore - 16-22 September.
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We take a closer look at Jay Powell's Jackson Hole Speech and gauge the unemployment and inflation outlook for the US. Furthermore, we dive into the USDJPY trade and why Powell's cutting season might be a catastrophe for Ueda and Japan

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

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Token2049 week in Singapore - 16-22 September.
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This week we take a look at whats going on in the Ukraine, advisors taking a pessimistic turn, where is liquidity headed & is it time to buy again?

Joining us is Bob Elliott from Unlimited Funds.
https://x.com/bobeunlimited

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.
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This week we take a look at the macro regime model, is it time to buy again, where is liquidity headed & what is going on in the Ukraine?

Join us!

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

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Token2049 week in Singapore - 16-22 September.
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This week we take a look at the Fed meeting and how it went, the middle east turmoil, the BoJ aftermath and much more!

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.
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We take a closer look at last weeks correction and the outlook for risk assets. Furthermore, we dive into this week's BoJ and Fed Meetings and preview the non-farm payrolls and ISM manufacturing numbers. Hear why you should stop worrying about employment figures and look forward instead!

Remember to check out the links below.

Token2049 week in Singapore - 16-22 September.
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FREE macro newsletter - https://stenoresearch.com/free/

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Host: Andreas Steno & Mikkel Rosenvold

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