Macro Mondays
By Andreas Steno Larsen
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Episodes: 114
Description
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
| Episode | Date |
|---|---|
|
What's Going on with JPY Carry Trade?
|
Dec 01, 2025 |
|
Will the Fed Cut in December?
|
Nov 24, 2025 |
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Fed Cuts Coming or Crisis Brewing?
|
Nov 17, 2025 |
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The Printer Is Coming
|
Nov 10, 2025 |
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Is China Winning the Trade War?
|
Nov 03, 2025 |
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The Tariff Battle Heats Up
|
Oct 27, 2025 |
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Are We in an AI Bubble?
|
Oct 21, 2025 |
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Bitcoin Soars, Japanese Bonds Buckle
|
Oct 06, 2025 |
|
Fed Cuts, Flash Crash, and Geopolitics
|
Sep 23, 2025 |
|
Most-Hated Rally Ever?
|
Sep 16, 2025 |
|
Weak U.S. Jobs, Europe in Crisis, & the Oil Setup
|
Sep 08, 2025 |
|
Crypto Volatility, China Rallies... Is the U.S. Next?
|
Aug 26, 2025 |
|
Strong Dollar Means Weak Dollar?
|
Aug 12, 2025 |
|
Global Trade Rewired
|
Jul 10, 2025 |
|
Iran Tensions Over?
|
Jun 24, 2025 |
|
Geopolitics Driving Markets Again
|
Jun 17, 2025 |
|
Ukraine strikes and the state of sanctions
|
Jun 03, 2025 |
|
Downgrades, Debt, and Digital Gold
|
May 19, 2025 |
|
A Path to Trade War Diffusion
|
May 13, 2025 |
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Is Trump’s Plan Working?
|
May 05, 2025 |
|
Is Macro Data Dead?
|
Apr 28, 2025 |
|
What Could Reverse This Market Meltdown?
|
Apr 08, 2025 |
|
No more safe havens? Well, maybe...
|
Apr 01, 2025 |
|
How to Trade the Geopolitical Firehose
|
Mar 25, 2025 |
|
How to trade the inflation schism
|
Mar 18, 2025 |
|
Have We Reached the Bottom in Equities?
|
Mar 11, 2025 |
|
Why reciprocal tariffs are a GOOD thing
|
Feb 17, 2025 |
|
Could Trump actually bring global tariffs DOWN?
|
Feb 11, 2025 |
|
3 Good Tariff Trades for a Crazy Week!
|
Feb 03, 2025 |
|
DeepSeek panic or opportunity?
|
Jan 28, 2025 |
|
Trump Inauguration Preview - And everything NOT Trump
|
Jan 20, 2025 |
|
Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?
|
Jan 13, 2025 |
|
These Are the TOP Trades for 2025
|
Jan 07, 2025 |
|
5 good trades for 2025
|
Dec 16, 2024 |
|
Macro Mondays: Global Stimulus Signals
|
Dec 10, 2024 |
|
Trump vs. China: What’s Next for Global Markets?
|
Dec 03, 2024 |
|
Markets Are Screaming for Liquidity
|
Nov 25, 2024 |
|
Will the Fed Finish the Job?
|
Nov 19, 2024 |
|
Macro Mondays #74 - When the Trump bet dies, here's what to look for
|
Nov 11, 2024 |
|
Macro Mondays #73 - What the f*ck is happening to Bonds?
|
Nov 04, 2024 |
|
Macro Mondays #72 - Are markets prepared for a liquidity tsunami?
|
Oct 28, 2024 |
|
Macro Mondays #71 - the Polymarket effect
|
Oct 21, 2024 |
|
Macro Mondays #70 - The Beijing Nothing Burger
|
Oct 15, 2024 |
|
Macro Mondays #69 - Stimulating an OK economy
|
Oct 07, 2024 |
|
Macro Mondays #68 - China bringing a potent knife to a gunfight?
|
Sep 30, 2024 |
|
Macro Mondays #67 - How to position for the cutting season?
|
Sep 23, 2024 |
|
Macro Mondays #66 - 25BP or 50BP? And how to position
|
Sep 16, 2024 |
|
Macro Mondays #65 - Is this sell-off even worse?
|
Sep 09, 2024 |
|
Macro Mondays #64 - Was the H1 Rebound a fake?
|
Sep 03, 2024 |
|
Macro Mondays #63 - What to make of Powell's Jackson Hole Speech
|
Aug 26, 2024 |
|
Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
|
Aug 19, 2024 |
|
Macro Mondays #61 - Advisors turning pessimistic & The Ukraine
|
Aug 12, 2024 |
|
Macro Mondays #60 - BoJ Aftermath & The Gold Trade.
|
Aug 05, 2024 |
|
Macro Mondays #59 - Stop worrying about employment and look forward!
|
Jul 29, 2024 |
|
Macro Mondays #58 - What will Kamalanomics look like?
|
Jul 22, 2024 |
|
Macro Mondays #57 - It’s a GUNG HO SUMMER!
|
Jul 15, 2024 |
|
Macro Mondays #56 - 3 recession indicators you need to watch
|
Jul 08, 2024 |
|
Macro Mondays #55 - What is China doing with all it’s copper?
|
Jul 01, 2024 |
|
Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week
|
Jun 24, 2024 |
|
Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves
|
Jun 17, 2024 |
|
Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt
|
Jun 10, 2024 |
|
Macro Monday #51 - Germany rebounding!
|
Jun 02, 2024 |
|
Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish
|
May 26, 2024 |
|
Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth
|
May 19, 2024 |
|
Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal
|
May 12, 2024 |
|
Macro Sunday #47 - Trump handling interest & China / Singapore
|
May 05, 2024 |
|
Macro Sunday #47 - POSTPONED TO NEXT WEEK
|
Apr 28, 2024 |
|
Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
|
Apr 21, 2024 |
|
Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan
|
Apr 14, 2024 |
|
Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
|
Apr 07, 2024 |
|
Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins
|
Mar 31, 2024 |
|
Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com
|
Mar 24, 2024 |
|
Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt
|
Mar 17, 2024 |
|
Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang
|
Mar 10, 2024 |
|
Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
|
Mar 03, 2024 |
|
Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt
|
Feb 25, 2024 |
|
Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish
|
Feb 18, 2024 |
|
Macro Sunday #36 - Recession called off? Guest: Mikael Sarwe
|
Feb 11, 2024 |
|
Macro Sunday #35 - War between the US and Iran? Guest: Jacob Shapiro
|
Feb 04, 2024 |
|
Macro Sunday #34 - The Red Sea is WORSENING
|
Jan 28, 2024 |
|
Macro Sunday #33 - A new supply shock? Guest: Dario Perkins
|
Jan 21, 2024 |
|
Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott
|
Jan 14, 2024 |
|
Macro Sunday #31 - Spiking freight rates bringing back inflation?
|
Jan 07, 2024 |
|
#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
|
Dec 31, 2023 |
|
#29 - Inflation Volatility is back! Guest: Claus Vistesen
|
Dec 24, 2023 |
|
#28 - Powell invites for a risk asset party. Guest: Raoul Pal
|
Dec 17, 2023 |
|
#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle
|
Dec 09, 2023 |
|
#26 - Are central banks asleep at the wheel? Guest: Cathie Wood
|
Dec 03, 2023 |
|
#25 - Why is offshore wind not performing? Guest: Suriya Jayanti
|
Nov 26, 2023 |
|
#24 - The End of US Outperformance? - Guest: Mike Green
|
Nov 19, 2023 |
|
#23 - Are central banks insolvent? Guest: Dario Perkins
|
Nov 12, 2023 |
|
#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura
|
Nov 05, 2023 |
|
#21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds
|
Oct 29, 2023 |
|
#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank
|
Oct 22, 2023 |
|
#19 - Energy Stocks are the New Bonds
|
Oct 15, 2023 |
|
#18 - Higher energy prices triggering a recession?
|
Oct 08, 2023 |
|
#17 - The Nuclear Option
|
Oct 01, 2023 |
|
#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald
|
Sep 24, 2023 |
|
#15 - Was that a pause from Lagarde?
|
Sep 17, 2023 |
|
#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank
|
Sep 10, 2023 |
|
#13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan
|
Sep 02, 2023 |
|
#12 - USD patriots vs. CNY patriots - Guest: Tony Nash
|
Aug 27, 2023 |
|
#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise
|
Aug 20, 2023 |
|
#10 - A steeper curve to create a recession - Guest: Bob Elliot
|
Aug 13, 2023 |
|
#9 - Coups, YCC and the big rotation trade
|
Aug 06, 2023 |
|
#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale
|
Jul 30, 2023 |
|
#7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger
|
Jul 28, 2023 |
|
#6 - Geopolitical risks are back - Guest: Claus Vistesen
|
Jul 23, 2023 |
|
#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins
|
Jul 16, 2023 |
|
#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro
|
Jul 09, 2023 |
|
The weird resilience of the EUR - Guest: Jens Nordvig
|
Jul 02, 2023 |
|
Housing rebounds - time to call off the recession? Guest: Warren Pies
|
Jun 25, 2023 |
|
3 reasons why EUR liquidity is a MUST watch over summer
|
Jun 18, 2023 |
|
Welcome to Macro Sunday!
|
Jun 17, 2023 |