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 until Jan 15!  Hosts: Andreas Steno, Mikkel Rosenvold, Mads Eberhardt & Emil Møller If you enjoy our content, Please subscribe to our Youtube Channel  ➡️ https://tinyurl.com/23hp3vah #podcast  #economy  #banking  #economics  #trading   #interestrate #useconomy #macroeconomy #cryptocurrency  #crypto  #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding