Macro Mondays

Nov 19 2024 77 ep. 40 mins 239

Macro Mondays Podcast artwork

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

Copy RSS

Subscribe on Podcast Addict

Will the Fed Finish the Job?

Nov 19 2024 26 mins

Will the Fed Finish the Job? Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets on this live edition of Macro Mondays.Check more from the duo at www.stenoresearch.com

Macro Mondays #74 - When the Trump bet dies, here's what to look for

Nov 11 2024 30 mins

We assess the fallout from the Presidential election. How long will the Trump wave last and what's hiding behind it all in the macro world?Host: Andreas Steno & Mikkel RosenvoldCheck out the episode on youtube to see the graphs & videos we look at:www.youtube.com/@RealVisionFinance/podcastsRemember to check out the links below.FREE macro newsletter - https://stenoresearch.c

Macro Mondays #73 - What the f*ck is happening to Bonds?

Nov 04 2024 41 mins

As the election looms we take a closer look at the bond market in the aftermath of an abysmal jobs report on Friday. We also preview Fed and BoE meetings and Chinese stimulus news.Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in

Macro Mondays #72 - Are markets prepared for a liquidity tsunami?

Oct 28 2024 28 mins

We take a closer look at the upcoming wave if liquidity expected from the US Fed. How is Andreas Steno positioned for this and how can you prepare?We also dive into the current sell off in oil and rising bond yields - plus a very interesting election result in JapanMonetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right no

Macro Mondays #71 - the Polymarket effect

Oct 21 2024 35 mins

Has the volatile Polymarket betting on the US Presidential Election boosted the USD and what does this tell us about markets and the likely reception of a Trump win?We cover the outlook for US inflation and growth as well as the ECB cutting season and the chances of a jumbo cut at their next meeting.Read more about Andreas' new macro strategy right here: www.stenoglobalmacro.com"Mo

Macro Mondays #70 - The Beijing Nothing Burger

Oct 15 2024 35 mins

The Beijing "fiscal bazooka" has been center of attention in global macro in recent weeks, but what did we actually get from the Chinese government and what is the outlook for the Chinese economy? We also cover the upcoming USD liquidity tsunami and how that should affect your risk balance in USD markets.Monetary Metals pays a yield on gold and silver in physical ounces of metal, w

Macro Mondays #69 - Stimulating an OK economy

Oct 07 2024 28 mins

Is the Fed cutting into strenght, and will the economy make a comeback into 2025? We look at the models after the NFP surprise.Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. Go to www.realvisi

Macro Mondays #68 - China bringing a potent knife to a gunfight?

Sep 30 2024 29 mins

The rally in Chinese-linked assets is one of the most bizarre seen in newer financial markets history. Is the Chinese stimulus package a game-changer or is it insufficient to structurally turn the tide? Meanwhile, a wave of liquidity will arrive in Q4.Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can ear

Macro Mondays #67 - How to position for the cutting season?

Sep 23 2024 40 mins

We digest the jumbo cut and take a deep dive into what our models tell us about the ideal positioning in this scenario.We also cover key risk areas - both in the Middle East and in the US hiring numbers.Check out the episode on youtube to see the graphs & videos we look at.Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insuran

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

Sep 16 2024 29 mins

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 belo