Macro Mondays

Andreas Steno Larsen
  • 4,5 (20)
  • INVESTERING
  • UGENTLIGT
Macro Mondays

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 worldThe 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

  1. 5 DAGE SIDEN

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

    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 silver, in their latest offerings. Go to www.realvision.com/metals for more information.Check out the...

    42 min.

  2. 28. OKT.

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

    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 now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their late...

    28 min.

  3. 21. OKT.

    Macro Mondays #71 - the Polymarket effect

    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"Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right...

    36 min.

  4. 15. OKT.

    Macro Mondays #70 - The Beijing Nothing Burger

    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, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually ...

    36 min.

  5. 7. OKT.

    Macro Mondays #69 - Stimulating an OK economy

    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.realvision.com/metals for more information.Check out the episode on youtube to see the graphs & videos we...

    28 min.

  6. 30. SEP.

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

    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 earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings.&...

    30 min.

  7. 23. SEP.

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

    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 insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, i...

    40 min.

  8. 16. SEP.

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

    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: re...

    29 min.
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Om

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 worldThe 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

Oplysninger

  • Skaber
    Andreas Steno Larsen
  • Aktive år
    2023 - 2024
  • Episoder
    75
  • Vurdering
    Ikke anstødeligt
  • Copyright
    © 2024 Macro Mondays
  • Websted for serie
    Macro Mondays

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