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

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.com/free/Find out more at www.stenoresearch.com/subscribe Find our Crypto coverage here -https://stenoresearc...

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...

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...

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...

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 ...

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...

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.&...

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...

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...

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...

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...

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 JapanCheck 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: realvisionFREE macro newsletter - https:/...

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/bobeunlimitedCheck 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: realvisionFREE macro newsletter - https://stenorese...

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.Remember to check out the links below.Token2049 week in Singapore - 16-22 September.https://www.asia.token2049.com/tickets 15% Discount Code: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: An...

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.https://www.asia.token2049.com/tickets 15% Discount Code: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenv...

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.https://www.asia.token2049.com/tickets 15% Discount Code: realvisionFREE macro newsletter - https://stenoresearch.com/fr...

Join the team talking Kamala on economics, the great rotation, the CCP plenum & much more. Remember to check out the links below.Token2049 week in Singapore - 16-22 September.https://www.asia.token2049.com/tickets 15% Discount Code: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy ou...

This week we take a look at a possible Gung-Ho summer, the Cape of Good Hope traffic jam, the german bitcoin sell-off & much more!Join us!Token2049 week in Singapore - 16-22 September.https://www.asia.token2049.com/tickets 15% Discount Code: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you...

Election Bonanza this week on Macro Mondays.We take a look at the UK, French & Iranian election.Furthermore, are we moving towards a Recession or not?Join us! FREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind 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

This week on Macro Mondays the team touch upon China & Japan, Hawkish surprises out of “monetary canaries” & the Biden-Trump debate. Join us!Guest: Marc Myllerup of Copenhagen Merchantshttps://x.com/MarcMyllerupFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to ou...

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.Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/cryp...

🔥 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. Andreas and Mikkel also cover China, geopolitics, and Solana. Recorded on June 14, 2024.This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto...

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.Timestamps:00:00 - Introduction to Macro Mondays00:37 - Overvie...