Macro Mondays

From a technical recession in July-2022 to a widespread acceleration in July-2023. The US economy is not done performing and the interest rate sensitivity seems much smaller than usual. What has changed in the US economy and is the soft landing an actual feasible scenario? We host Darius Dale of 42 Macro for a discussion on the strenght of the US economy and how to trade it. If you want more of ou...

Markets initially panicked after the Bank of Japan decision to move the needle on the yield curve control was leaked. The new yield curve control regime is much more flexible, which can actually be seen as a positive. We discuss the surprise decision by Bank of Japan in this short Breaking edition of “Macro Sunday” If you want more of our transparent and actionable research, you can use the code m...

Why is the EUR so resilient? And will it continue to be so in the wake of renewed geopolitical turmoil in the Eastern parts of the continent? We welcome Claus Vistesen of Pantheon Economics to discuss the European case. A buy or a sell relative to expectations? Remember that you can use macro30 to get 30% off your subscription at https://stenoresearch.com/subscribe/ 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Visi...

Andreas Steno and Emil Moller of Steno Research host Dario Perkins of TS Lombard for a discussion the recession that never arrived. Steno Research had a tremendous trading week after acing the US Inflation Report. What is ahead for inflation after this dovish report and will central banks pause in a coordinated fashion from August and onwards? Remember that you can use the exclusive code “Macro30”...

What's actually going on in Russia? Is the US taking a softer stance towards China with visits from both Blinken and Yellen? And what's going on with the suggested gold-based BRICS currency? We take a deep-dive into current geopolitics with analyst and director Jacob L. Shapiro of Cognitive Investments. Read our continued geopolitical coverage as well as our 15-20 weekly macro articles a...

The EUR and European equities have proven surprisingly resilient to a string of weak data from Europe. Why is the EUR trade not rolling over? Andreas Steno hosts fellow Dane Jens Nordvig for a discussion on the Euro area. Remember that you can get 30% off your subscription at www.stenoresearch.com with the discount code “Macro30” 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect w...

Housing is rebounding and all the sudden the central bank hawks are back on parade. Is it time to call off the recession or will the downside risk increase due to central banks misreading the situation? Andreas Steno and Emil Moller of Steno Research hosts Warren Pies of 3Fourteen Research for a discussion on housing and how to trade it. Read more content from Andreas and Emil on Stenoresearch.com...

Welcome to the inaugural episode of Macro Sunday. 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...

Welcome to our new podcast - Macro Sunday. 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...