The team takes a look at the US economy, the Trump & interest rate situation, China / Singapore and the crypto news. Remember 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 Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ FREE macro newsletter - https://stenoresearch.com/free/ If you enjoy our content, Please subscribe to our Youtube...

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. Find out more at www.stenoresearch.com/subscribe  Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ FREE macro newsletter - https://stenoresearch.com/free/ If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah #economics  #trading...

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?  Remember 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 Find our Crypto coverage here...

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 Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ For a 2-week free trial - https://stenoresearch.com/subscribe/ FREE macro newsletter - https://stenoresearch.com/free/ If you enjoy our content, Please subscribe to...

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. Host: Andreas Steno & Mikkel Rosenvold 14 days free trial -...

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! Host: Andreas Steno & Mikkel Rosenvold Guest: Dario Perkins, TS Lombard 14 days free trial - https://stenoresearch.com/subscribe/ FREE macro newsletter - https://stenoresearch.com/free/ If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah CHAPTERS - 00:00. Introduction 03:00. Head Fake...

Andreas is out of town, so it's a show of contrarian takes as we discuss gold, silver and everything related. 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, 321gold 14 days free trial - https://stenoresearch.com/subscribe/ FREE macro newsletter - https://stenoresearch.com/free/ Hosts:...

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 14 days free trial - https://stenoresearch.com/subscribe/ FREE macro newsletter - https://stenoresearch.com/free/ Hosts: Andreas Steno & Mikkel...

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 14 day free trial - https://stenoresearch.com/subscribe/ FREE macro newsletter - https://stenoresearch.com/free/ Check out 👉...

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? Find our research at https://stenoresearch.com/ The FREE newsletter is found at https://stenoresearch.com/free Guest of the week: Tracy Shuchart of...

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. Find our FREE newsletter here - https://stenoresearch.com/free/ Find our Crypto offering -...

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!  Find our latest insights on inflation here - https://stenoresearch.com/watch-series/g3-inflation-wage-watch-us-inflation-will-not-return-to-2-this-cycle/ Remember to go to www.stenoresearch.com - 14 day free trial. Hosts:...

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?  Remember to go to www.stenoresearch.com - launch of portfolios, 14 day free trial. Hosts: Andreas Steno, Mikkel Rosenvold & Emil Møller If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah #economics  #trading...

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 Hosts: Andreas Steno & Mikkel Rosenvold. 14 day free trial at www.stenoresearch.com If you enjoy our content, Please subscribe to our Youtube Channel  ➡️...

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.  How will Chinese, European and US markets react to this? Hosts: Andreas Steno, Mikkel Rosenvold and Emil Moller 14 day free trial at www.stenoresearch.com If you enjoy our content, Please subscribe to our Youtube Channel  ➡️ https://tinyurl.com/23hp3vah #podcast  #economy  #banking  #economics  #trading...

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? This 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  ➡️...

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 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...

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?  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...

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?  Happy New Years from the entire team at Steno Research14-days free trial available at: https://stenoresearch.com/subscribe/ Hosts: Andreas Steno & Mikkel Rosenvold If you enjoy our content, Please subscribe to our...

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. Find out more at www.stenoresearch.com - always 14 days free trial access to our research https://stenoresearch.com/subscribe/ Hosts: Andreas Steno

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.    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...

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 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

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? 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

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? 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...