Macro Mondays

We preview the Trump Inauguration from a Macro perspective - AND try to take a break from all the Trump nonsense with some good old macro analysis! Hosts: Mikkel Rosenvold and Andreas Steno 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website...

 🔥 Get Raoul Pal's FREE PDF report: https://rvtv.io/3YOZZUe . Andreas is back with Raoul Pal ‪@RaoulPalTJM‬   our special guest to break it all down live… Andreas Steno Larsen, founder and CEO of Steno Research, welcomes Real Vision co-founder and CEO Raoul Pal to break down the strength of the US dollar, inflation expectations, and the role of liquidity in driving growth. Timestamps: 00:00...

Bitcoin back over 100K! Andreas & Mikkel discuss tariffs, QE, and market strategies for 2025. 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 on the key market drivers of 2025, from Trump tariffs to the recent crypto surge plus 5 trades they see working in 2025. 👉 Don't forget to ge...

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 discuss the latest inflation fears and the impact of China’s stimulus plan on global trade dynamics and equity flows in the new year. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: YouTube: youtube.c...

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's head of geopolitics, to explore the shifts in global markets as the civil war in Syria seems to come to an end. From why China’s “moderately loose” policy language suggests massive stimulus incoming to Fed rate cut hints and Europe's better-than-expected outlook, it’s a packed s...

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's head of geopolitics, to break down the latest forces driving global markets on another live edition of Macro Mondays. This week, they discuss crypto's surge, shifting trends within the fixed income, and the outlook on China after Trump's threats of higher tariffs. Real Visi...

🔥 Black Friday SALE: Up to 50% OFF across Real Vision https://rvtv.io/4eZ2PLr . 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. This week, they discuss how leveraged investing could impact bit...

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 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect...

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 Rosenvold Check out the episode on youtube to see the graphs & videos we look at: www.youtube.com/@RealVisionFinance/podcasts Remember to check out the links below. FREE macro newsletter - https://stenoresearch.com/fre...

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 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 Japan Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can ear...

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 " Mone...

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 f...

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...

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...

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...

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. T...

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 t...

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...

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 Japan 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 Sept...

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/bobeunlimited 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...

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: realvision FREE macro newslet...

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: realvision FREE macro newsletter - https://stenoresearch.com/...

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.tok...

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: realvision FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe  Host: Andreas Steno & Mikkel Rosenvold...