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Macro Mondays #55 - What is China doing with all it’s copper?
1 juli 2024 · 38 min
This week on Macro Mondays the team touch upon China & Japan, Hawkish surprises out of “monetary canaries” & the Biden-Trump debate.
Join us! Lees meerGuest: Marc Myllerup of Copenhagen Merchants
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Host: Andreas Steno & Mikkel Rosenvold
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Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week
24 juni 2024 · 42 min
Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to analyze U.S. construction, UK CPI numbers, and Chinese copper markets. They also dig into dollar liquidity and what recent geopolitical events mean for the economy. Recorded on June 21, 2024. Lees meer
Host: Andreas Steno & Mikkel Rosenvold
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Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves
17 juni 2024 · 39 min
🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3MMeRfQ. Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to dig into what’s going on with the European economy. Lees meer
Andreas and Mikkel also cover China, geopolitics, and Solana. Recorded on June 14, 2024.
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Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt
10 juni 2024 · 31 min
Macro Mondays is back with all new charts and analysis... Andreas Steno Larsen is back to break down all the latest news, narratives, and market developments in this week’s edition of Macro Mondays. The founder and CEO of @stenoresearch is joined by his co-host, Mikkel Rosenvold, partner and head of geopolitics at Steno Research, and special guest Mads Eberhardt, the company’s senior crypto analyst. Recorded on June 7, 2024. Lees meer
Timestamps:
00:00 - Introduction to Macro Mondays
00:37 - Overview of the Week’s Topics
01:09 - Bitcoin Inflows Discussion
02:25 - Mount Gox Bankruptcy Update
05:30 - Meme of the Week: Jay Powell
06:39 - Central Banks Rate Cuts
09:12 - Real Vision Community Promotion
09:48 - Trump Soundbite and US Labor Market
12:48 - Transformation of the US Job Market
16:14 - Listener Feedback: Job Interview Traits
18:30 - Upcoming Week’s Focus: Liquidity and Inflation
21:22 - Liquidity Environment and Central Banks
23:01 - Impact on Crypto Market
24:19 - Portfolio Strategy: China vs. India
27:49 - Inflation Protection Strategy
29:26 - Conclusion🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe
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Macro Monday #51 - Germany rebounding!
3 juni 2024 · 30 min
The team takes a look at Germany rebounding implications,
Freight rates and the ramifications for Copper, Silver & Natural Gas. Lees meerAlso Crypto News & a look at the week ahead.
Join us!
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Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish
26 mei 2024 · 45 min
This week on Macro Sunday ( next week - Macro Monday ) the team touches upon the Ethereum & Bitcoin ETF, freight rates, copper tourism & much more.
Join us! Lees meerGuest: Freya Beamish - TS Lombard
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Host: Andreas Steno & Mikkel Rosenvold
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➡️ https://tinyurl.com/23hp3vahCHAPTERS -
00:00. Introduction
02:06. Ethereum & Bitcoin ETF
05:22. Freight rates
15:51. Interview - Freya Beamish
36:10. Copper tourists?
41:44. Portfolio News#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
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#usgdp
#economicrecession
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Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth
19 mei 2024 · 53 min
Join the team this week for a discussion on the PCI report, Chinas weather, the business cycle watch & much more. Lees meer
Guest: Marvin Barth - Thematic Markets.
https://thematicmarkets.com/
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Host: Andreas Steno & Mikkel Rosenvold
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➡️ https://tinyurl.com/23hp3vahCHAPTERS -
00:00. Introduction
02:04. CPI report hot as Greece
06:30. China - air pollution
15:51. Interview - Marvin Barth
46:00. Business cycle watch
50:00. Portfolio News#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
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Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal
12 mei 2024 · 33 min
The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more.
Join in on the discussion! Lees meerRemember to use Geo30 to get 30% off your subscription. It is a limited offer.
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
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➡️ https://tinyurl.com/23hp3vahCHAPTERS -
00:00. Introduction
02:26. Freddie Mac Proposal
08:36. Trump Hush Money & Dollar
15:44. Israel & Boeing
22:38. Rents & Inflation
29:50. Portfolio News#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
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Macro Sunday #47 - Trump handling interest & China / Singapore
5 mei 2024 · 32 min
The team takes a look at the US economy, the Trump & interest rate situation, China / Singapore and the crypto news. Lees meer
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Host: Andreas Steno & Mikkel Rosenvold
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➡️ https://tinyurl.com/23hp3vahCHAPTERS -
00:00. Introduction
01:33. US economy
10:04. Trump on interest rate
16:12. China / Singapore
24:24. Crypto news
30:10. Outro#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
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Macro Sunday #47 - POSTPONED TO NEXT WEEK
28 april 2024 · 1 min
We are sorry to inform you that this weeks episode has to be postponed to next week, due to reason out of our hands.
We wish you a great sunday and hope to see you again next week. Lees meerFind out more at www.stenoresearch.com/subscribe
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➡️ https://tinyurl.com/23hp3vah#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
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Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
21 april 2024 · 47 min
We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US? Lees meer
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Host: Andreas Steno & Mikkel Rosenvold
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➡️ https://tinyurl.com/23hp3vahCHAPTERS -
00:00. Introduction
02:46. Sour Equities?
09:32. Iranian Attack
15:20. Interview - Vincent Deluard
39:48. "Sticky-er" Inflation?
43:28. Portfolio News#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
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#election
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Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan
14 april 2024 · 51 min
We host Danny Dayan for a discussion on the accelerating US inflation picture. Could the Fed move towards a neutral stance in June and a hike in 2025? Danny says yes and offers his compelling arguments Lees meer
Host: Andreas Steno & Mikkel Rosenvold
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00:00. Introduction
03:00. US CPI
06:55. Commodity Rally?
11:00. Interview - Danny Dayan
39:50. China Preparing?
46:30. Portfolio News#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
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Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
7 april 2024 · 40 min
Is the business cycle sending fake signals again, and is it fair that markets have priced out the entire recession risk? How will inflation assets thrive in Q2 given the Manufacturing rebound and are commodities, especially within metals, overbought in light of this? We take the discussion with former CO-CIO of Bridgewater Bob Elliot who is now running the investment office at Unlimited Funds. Lees meer
Host: Andreas Steno & Mikkel Rosenvold
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00:00. Introduction
02:20. Cyclical upswing?
12:32. Interview - Bob Elliot
32:26. The Geopolitical situation
36:00. Portfolio news#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
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Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins
31 maart 2024 · 56 min
This week on Macro Sunday we take a look at Brr-man Powell, USD inflation, what happened in Russia, how to trade a Biden win & much more. Join us! Lees meer
Host: Andreas Steno & Mikkel Rosenvold
Guest: Dario Perkins, TS Lombard14 days free trial - https://stenoresearch.com/subscribe/
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00:00. Introduction
03:00. Head Fake Reflation
13:18. Interview - Dario Perkins
39:00. Geopolitics - Russia, Netanyahu
48:52. Portfolio news#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
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Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com
24 maart 2024 · 27 min
Andreas is out of town, so it's a show of contrarian takes as we discuss gold, silver and everything related. Lees meer
Can the gold rally continue and what metals and commodities are interesting throughout 2024? We consult the seasoned gold investor and fighter pilot Bob Moriarty of 321gold.com in this edition of Macro Sunday.
Host: Mikkel Rosenvold
Guest: Bob Moriarty, 321gold14 days free trial - https://stenoresearch.com/subscribe/
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Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt
17 maart 2024 · 41 min
Oil, Copper and Silver have broken out of recent ranges and the overall commodity picture is starting to look technically compelling. Meanwhile, the inflow to the “digital commodity” Bitcoin remains strong leaving to new records by the day! We look into the physical and digital commodity markets in this weeks Macro Sunday. Guest: Mads Eberhardt Lees meer
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Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang
10 maart 2024 · 46 min
Liquidity levels are improving in USDs and more may be upcoming via the depletion of the ON RRP. Will the Fed move towards more benign balance sheet policies over the course of the year? And how about a potential operation "Twist"? Meanwhile, China is allowing the public deficit to grow. Is China the next positive surprise? Guest: Joseph Wang aka. The Fed Guy Lees meer
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Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
3 maart 2024 · 42 min
The cyclical rotation of asset markets is ongoing and
the Manufacturing sector seems to be improving by the month.
The consensus is getting very upbeat on the US
growth picture but what about China and Europe?
Is the Rest of the World ready to beat expectations
and do you own enough commodities in case? Lees meerFind our research at https://stenoresearch.com/
The FREE newsletter is found at https://stenoresearch.com/free
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Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt
25 februari 2024 · 42 min
Assets are melting up right, left and center as the optimism around the
business cycle is improving.
Is it fair to assume that countries outside of the US are improving? And how do you trade the cyclical comeback?
Crypto assets are also celebrating the cyclical uptick and we are joined by Mads Eberhardt to discuss the Crypto market post the launch of Bitcoin ETFs. Lees meerFind our FREE newsletter here - https://stenoresearch.com/free/
Find our Crypto offering - https://stenoresearch.com/category/crypto-moves/Remember to go to www.stenoresearch.com - 14 day free trial.
Hosts: Andreas Steno & Mikkel Rosenvold.
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Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish
18 februari 2024 · 46 min
We discuss the resurgence of US inflation, which rhymes well with our forward looking indicators.
Will inflation return to 2% at all in this cycle?
Our guest Freya Beamish of TS Lombard is not positive on China, but sees a strong structural case in Japan.
Tune in! Lees meerFind our latest insights on inflation here - https://stenoresearch.com/watch-series/g3-inflation-wage-watch-us-inflation-will-not-return-to-2-this-cycle/
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Macro Sunday #36 - Recession called off? Guest: Mikael Sarwe
11 februari 2024 · 57 min
Is the US recession called off and is it even possible to talk about a re-acceleration of the economy?
Where does it leave the hopes for a cutting cycle from the Fed and how will asset markets respond? Lees meerRemember to go to www.stenoresearch.com - launch of portfolios, 14 day free trial.
Hosts: Andreas Steno, Mikkel Rosenvold & Emil Møller
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Macro Sunday #35 - War between the US and Iran? Guest: Jacob Shapiro
4 februari 2024 · 44 min
Are we on the verge of war between the US and Iran? The Suez troubles continue but freight rates have leveled off somewhat despite growing tensions between the US and Iran. How close are we to an all in war? We look at the geopolitics and the ramifications for global markets with Jacob Shapiro of Cognitive Investments Lees meer
Hosts: Andreas Steno & Mikkel Rosenvold.
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Macro Sunday #34 - The Red Sea is WORSENING
28 januari 2024 · 42 min
The hopes for a quick solution in the Red Sea are fading and the global inflation impact will likely be lasting. The crisis is now spreading from containers to dry bulk and energy. Lees meer
How will Chinese, European and US markets react to this?
Hosts: Andreas Steno, Mikkel Rosenvold and Emil Moller
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Macro Sunday #33 - A new supply shock? Guest: Dario Perkins
21 januari 2024 · 54 min
We are once again joined by our favourite global macro economist, Dario Perkins of TS
Lombard, to discuss the supply shock in the Red Sea. Will the freight rates wreak havoc with the 2024 cutting cycle consensus? Lees meerThis is your last chance to get 30% off on your yearly subscription at
www.stenoresearch.com - use macro30 to get 30% off today!Hosts: Andreas Steno & Emil Møller
If you enjoy our content, Please subscribe to our Youtube Channel
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Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott
14 januari 2024 · 45 min
US inflation is accelerating again but the market is yet to care. Meanwhile, freight rates
continue to rise on the back of increasing tensions in the Red Sea and goods inflation is
threatening to come back with a vengeance. Will the Fed forward pricing prove to be off?
We discuss it with Bob Elliott of Unlimited Funds Lees meerIf you find our research valuable, please visit www.stenoresearch.com - there is always a 14 day free trial and you can use the code Macro30 to get 30% off your subscription until Jan 15!
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Macro Sunday #31 - Spiking freight rates bringing back inflation?
7 januari 2024 · 39 min
The situation in the Red Sea is worsening and freight rates are on the rise in some subsectors. Can the situation escalate into a new inflation spiral and what does it mean for the positive 2024 outlooks from right about every investment bank? Lees meer
We discuss the situation with a selection of analysts at Steno Research.
If you find our research valuable, please visit www.stenoresearch.com - there is always a 14 day free trial and you can use the code Macro30 to get 30% off your subscription until Jan 15!
Hosts: Andreas Steno, Mikkel Rosenvold, Mads Eberhardt & Emil Møller
If you enjoy our content, Please subscribe to our Youtube Channel
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#economy
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#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
31 december 2023 · 53 min
How are markets positioned for 2024?
We discuss the consensus outlook with Marvin Barth of Thematic Markets and weigh pros/cons of betting against the consensus in various asset classes.
Will the Soft Landing narrative prevail or will tail scenarios unfold in 2024? Lees meerHappy New Years from the entire team at Steno Research14-days free trial available at:
https://stenoresearch.com/subscribe/Hosts: Andreas Steno & Mikkel Rosenvold
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#29 - Inflation Volatility is back! Guest: Claus Vistesen
24 december 2023 · 33 min
Is the new ECB/Fed inflation forecast way off?
And will inflation resurface already during 2024?
Those are key questions for asset allocators. We host a thought provoking discussion with the tremendous Claus Vistesen of Pantheon. Lees meerFind out more at www.stenoresearch.com - always 14 days free trial access to our research
https://stenoresearch.com/subscribe/Hosts: Andreas Steno
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#28 - Powell invites for a risk asset party. Guest: Raoul Pal
17 december 2023 · 1 uur 1 min
Jay Powell invited for a massive risk asset party after the Fed opened the door for several cuts in 2023. Will the Fed suddenly prove to be the most dovish of the big central banks anyway? We assess the outlook for the big three central banks while also discussing whether this is a mid-cycle rate cutting cycle or the start of a recession. Lees meer
Our guest of the week, Raoul Pal, thinks we are in an early cycle dynamic and that central banks are late to react to what was a recessionary pricing of risk assets in 2022.
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#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle
10 december 2023 · 59 min
Gold has been rallying hard alongside bonds in October and November, but who are the buyers? Retail or central banks? We discuss the Gold outlook with the author of In Gold We Trust, Ronnie Stoeferle of Incrementum Funds Lees meer
On top of that, we discuss the situation in Guyana and the ramifications for our suffering oil longs.
Find out more at www.stenoresearch.com - always 14 days free trial access to our research
Hosts: Andreas Steno and Emil Moller
Guest: Ronnie Stoferle of Incrementum Funds
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#26 - Are central banks asleep at the wheel? Guest: Cathie Wood
3 december 2023 · 51 min
We are joined by the renowned Tech investor Cathie Woods of ARK to discuss the rally in duration heavy equity assets through 2023. Will the rally continue if the Fed is done hiking? And will US Treasury markets also deliver better returns in 2024? Lees meer
All that amidst the turbulence from the OPEC meeting.
Hosts: Andreas Steno and Emil Møller
Guest: Cathie Woods from https://ark-invest.com/
Steno Research Discount Code: crypto20
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#25 - Why is offshore wind not performing? Guest: Suriya Jayanti
26 november 2023 · 1 uur 1 min
We host the former Chief of the Energy unit at the US Embassy in Kiev and co-founder of the Eney LCC, Suriya Jayanti for a discussion of the malaise in offshore wind markets. Why is wind energy suffering and is China to blame? Lees meer
Tune in as we discuss the future energy mix in Europe and the US in light of recent developments and how it is likely to impact your portfolio.
For more information about Steno Research go to https://stenoresearch.com/
For more information about the guest of the week please visit https://www.suriyajayanti.com/
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#24 - The End of US Outperformance? - Guest: Mike Green
19 november 2023 · 58 min
We host the great Mike Green for a talk on the outlook for the strong-going US economy in comparison to Europe and Asia. Lees meer
We also cover the softer-than-expected CPI prints and the subsequent rally in equities and take a victory lap on our Germany trade.
To see our full model portfolio and access all our research, sign up for a FREE 2-week trial at www.stenoresearch.com.
Hosts: Andreas Steno and Emil Møller
Guest: Mike Green, Simplify Asset Management🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe
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#23 - Are central banks insolvent? Guest: Dario Perkins
12 november 2023 · 58 min
We are joined by one of the best central bank watchers in the world, Dario Perkins of TS Lombard to discuss whether negative equity in central banks practically matter. Lees meer
Dario says theoretically no, but practically yes while also introducing his "Perkins rule" for recession watching.
Check out our new Crypto content at https://stenoresearch.com/category/crypto-moves/ and sign up for a 2 week free trial. You even get 20% off your first three payments with the code 'crypto20'.
Hosts: Andreas Steno Larsen and Emil Møller
Guest. Dario Perkins
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#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura
5 november 2023 · 59 min
The Bank of Japan is the only major currency authority in the post-COVID era to fight back against USD strength via intervention - and win. Can they pull it off again?
We host the great Weston Nakamura for a deep-dive into the Japanese monetary and fiscal policy. Lees meerTowards the end, we give an update on our current positioning and the portfolio outlook for the remainder of 2023.
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com
Check out Weston's analysis on his substack right here:
https://westonnakamura.substack.com/p/yentervention-worlds-only-defense
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#21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds
29 oktober 2023 · 1 uur 5 min
We host the great Bob Elliott of Unlimited Funds to a deep dive into the outlook for US Treasuries. What does the new House speaker and upcoming appropriations talks mean for markets and treasuries and how will the US fund yet another war? We also discuss the newest inflations trends and how we position ourselves in these testing times. Lees meer
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com
Hosts: Andreas Steno and Emil Moller
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#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank
22 oktober 2023 · 38 min
Live from his vacation home in sunny Spain, Andreas hosts the great Steen Jakobsen of Saxo Bank to a talk on commodities, positioning and in particular "Inflation math". Why are we so slow to adjusting our thinking to a high interest and high inflation environment and how should we adapt? Hear a great analysis from Steen as well as an update on our very own portfolio and current research here at Steno Research. Lees meer
Host: Andreas Steno Larsen
Guest: Steen Jakobsen, Saxo Bank🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe
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#19 - Energy Stocks are the New Bonds
15 oktober 2023 · 41 min
We host the great Warren Pies in a discussion on oil, bonds and everything related. Are energy stocks the new bonds and why? We take a closer look. Lees meer
We also cover recent movements on our model portfolio and what changes we see coming up.
Hosts: Andreas Steno and Emil Moller
Guest: 3Fourteen ResearchUse "macro30" to get 30% off your first purchase at www.stenoresearch.com
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#18 - Higher energy prices triggering a recession?
8 oktober 2023 · 36 min
Will the energy price rally trigger the recession as consumer savings are depleted? We look at this week's EIA data, whether it can be trusted and how it all impacted the world of Macro and your portfolio. Lees meer
The recession is likely in Q1 2024 still - and here's how we view and trade it!
Hosts. Andreas Steno and Emil Moller
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#17 - The Nuclear Option
1 oktober 2023 · 51 min
Is the day of reckoning for nuclear power here at last? After years of stagnation, markets are beginning to show some promise for nuclear technology. Today, we'll examine the state of nuclear energy and delve into the current conditions of the commodity and energy markets with John Ciampaglia, CEO of Sprott Asset Management. Lees meer
Remember to get 30% off your first three purchases at www.stenoresearch.com with the coupon code 'macro30'.
Hosts: Andreas Steno Larsen and Emil Møller
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#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald
24 september 2023 · 59 min
Are the central banks on pause or not? We cover all the CB decisions/non-decisions this week and talk to former President of the Atlanta Fed and former FOMC member Dennis Lockhart to get his view on the central bank situation. How does Dennis view the FOMC meeting and the US economy in general? Lees meer
Afterwards, we call up Frances Donald, Global Chief Economist at Manulife Investment for some great analysis of the current situation. What are the right bets in markets and will risk assets surge as they did in 2007?
Remember to get 30% off your first three purchases at www.stenoresearch.com with the coupon code 'macro30'.
Hosts: Andreas Steno Larsen and Emil Møller
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#15 - Was that a pause from Lagarde?
17 september 2023 · 29 min
Has the anti-Europe trade become the consensus or is there still juice in the story? We discuss the prospects of European gas storages and the ongoing recession in the North of the continent. Can Europe surprise negatively and will that surprise the ECB? Should you actually watch Southern Europe and not Northern Europe from here on? Lees meer
We also discuss the differences between the U.S. and European labour markest post-pandemic. Why are we not seeing ghost towns in Europe and what does this mean for markets?
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Hosts: Andreas Steno Larsen and Mikkel Rosenvold
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#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank
10 september 2023 · 43 min
Oil could be up as much as 25-30% during Q4 due to the production cuts out of Saudi Arabia and Russia. This is beginning to smell like the 1970's and we take a closer look at how that affects inflation and growth with the great Mikael Sarwe of Nordea Bank. We also discuss inflation outlooks in both the U.S. and Europe. Lees meer
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Guest: Mikael Sarwe, Nordea🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe
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#13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan
3 september 2023 · 38 min
Is the U.S. labour market finally crashing? What will it take to kill the U.S. economy? We ask Michael Cembalest of J.P. Morgan who explains The Rasputin Effect. We also cover the outlook for fiscal policy, interest rates and the short- and longterm effects of the Chips Act and IRA in this great interview. And of course - we give our take on how to allocate given all of this. Lees meer
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Guest: Michael Cembalest🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe
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#12 - USD patriots vs. CNY patriots - Guest: Tony Nash
27 augustus 2023 · 56 min
Has the PBoC won against speculators in Chinese FX markets? And will equities stabilize due to the contained outflows from China? We invite Tony Nash, former Director at The Economist Intelligence Unit in Asia to discuss the evolving crisis in Beijing. Tony has extensive knowledge from working both in Singapore and China and sees this ongoing tug of war as a patriotic combat. Lees meer
Finally, you get our weekly update on portfolio flows, where we elaborate why again prefer to short assets in our own neck of the woods in Europe.
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#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise
20 augustus 2023 · 42 min
We host Michael Kao for a discussion on the Chinese tool-box and whether the 7.30 line in the sand will hold or not. Lees meer
The situation is very binary. Either risk appetite will return or else you need to run for the hills.
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#10 - A steeper curve to create a recession - Guest: Bob Elliot
13 augustus 2023 · 43 min
The yield curve inversion was never a recession signal. An uninversion and higher rates (via bear steepening) is needed to push the economy in to recession. Lees meer
We discuss the allocation playbook given the knowledge we have on the yield curve with Bob Elliot, former Bridgewater and now CIO of Unlimited Funds.
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#9 - Coups, YCC and the big rotation trade
6 augustus 2023 · 39 min
Is the big rotation now ongoing in rates and equities after the BoJ steepened the JGB curve? Lees meer
Find out as we discuss the bizarre developments in Niger, Jeddah and Japan in light of the material steepening of the USD curve.
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#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale
30 juli 2023 · 43 min
From a technical recession in July-2022 to a widespread acceleration in July-2023. The US economy is not done performing and the interest rate sensitivity seems much smaller than usual. Lees meer
What has changed in the US economy and is the soft landing an actual feasible scenario?
We host Darius Dale of 42 Macro for a discussion on the strenght of the US economy and how to trade it.
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#7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger
28 juli 2023 · 13 min
Markets initially panicked after the Bank of Japan decision to move the needle on the yield curve control was leaked. Lees meer
The new yield curve control regime is much more flexible, which can actually be seen as a positive.
We discuss the surprise decision by Bank of Japan in this short Breaking edition of “Macro Sunday”
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