Macro Mondays

By Andreas Steno Larsen

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Category: Investing

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Subscribers: 48
Reviews: 0
Episodes: 100

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 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

Episode Date
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
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