Macro Sunday

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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

Andreas Steno Larsen


    • Jun 17, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 38m AVG DURATION
    • 99 EPISODES


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    Latest episodes from Macro Sunday

    Geopolitics Driving Markets Again

    Play Episode Listen Later Jun 17, 2025 21:33


    Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and trends driving global markets. From escalating Ukraine-Russia tensions and the Israel-Iran standoff to the latest twists in U.S.-China trade talks, they unpack how geopolitics is driving market volatility, shaping risk assets, and influencing macro positioning. 

    Ukraine strikes and the state of sanctions

    Play Episode Listen Later Jun 3, 2025 25:40


    Andreas Steno, founder and CEO of Steno Research, joins Mikkel Rosenvold, the firm's partner and head of geopolitics, to discuss the latest Ukrainian drone strike on Russian air bases, surging commodity prices, the state of sanctions, and why the U.S. dollar is weakening.

    Downgrades, Debt, and Digital Gold

    Play Episode Listen Later May 19, 2025 30:34


    Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to break down Moody's U.S. debt downgrade, Trump's Middle East investment tour, and bitcoin's price action amid rising bond yields.

    A Path to Trade War Diffusion

    Play Episode Listen Later May 13, 2025 26:25


    Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to unpack the U.S.-China trade agreement, the market's reaction, and the key narratives and risks investors need to watch right now.

    Is Trump's Plan Working?

    Play Episode Listen Later May 5, 2025 30:03


    Steno Research founder and CEO Andreas Steno Larsen is back with his co-host, Mikkel Rosenvold, the company's partner and head of geopolitics, to dissect whether Donald Trump's trade war strategy is bearing fruit as China purchases U.S. Treasuries. Plus, they examine what sparked a sudden volatility spike in the New Taiwan dollar.

    Is Macro Data Dead?

    Play Episode Listen Later Apr 28, 2025 30:01


    Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news and trends driving global markets. From Ukraine-Russia ceasefire talks to the U.S.-China trade war, dollar debasement, and the bitcoin rally, they cover it all.

    What Could Reverse This Market Meltdown?

    Play Episode Listen Later Apr 8, 2025 29:36


    Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to make some sense of the latest news and trends moving driving global markets on this live edition of Macro Mondays.Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.Music license ID: WJ6TRPVHFD

    No more safe havens? Well, maybe...

    Play Episode Listen Later Apr 1, 2025 27:55


    Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the volatile market environment, the impact of the incoming Trump tariffs, and why it's time to worry about China and Europe.

    How to Trade the Geopolitical Firehose

    Play Episode Listen Later Mar 25, 2025 31:51


    Steno Research partner and head of geopolitics, as well as COO of Asgard-Steno Global Macro, Mikkel Rosenvold is here to break down the many geopolitical events that are affecting investor sentiment right now and how to trade them, including tariffs, Ukraine, Turkey, and more.

    How to trade the inflation schism

    Play Episode Listen Later Mar 18, 2025 36:47


    Andreas Steno Larsen, founder and CEO of Steno Research and CIO at Asgard-Steno Global Marco, 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. They discuss the American strikes against the Houthis in Yemen, European fund managers getting wary of Tesla, the global trade barriers, and whether they could bring back the inflation conundrum.

    Have We Reached the Bottom in Equities?

    Play Episode Listen Later Mar 11, 2025 32:32


    Andreas Steno Larsen, founder and CEO of Steno Research and CIO at Asgard-Steno Global Marco, is back with his co-host Mikkel Rosenvold, Steno Research's head of geopolitics and the fund's COO, to break down the latest global macro trends and news. They dive into the state of the stock market, how much tariffs could affect inflation, where the U.S. dollar is headed, and much more.

    Why reciprocal tariffs are a GOOD thing

    Play Episode Listen Later Feb 17, 2025 34:42


    In the weekly macro update, Andreas Steno and Mikkel Rosenvold guide you through current macro events, including tariffs, Ukraine, liquidity and soft commodities.Hear why:- Peace in Ukraine might be imminent- Reciprocal tariffs are GOOD- Sugar might be the hottest commodityAnd much more!

    Could Trump actually bring global tariffs DOWN?

    Play Episode Listen Later Feb 11, 2025 29:49


    Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to break down the latest news and forces driving global markets on this live edition of Macro Mondays. Timestamps:00:00:08 – Introduction & Market Overview00:00:30 – Trump's Tariff Moves: Market Implications00:01:49 – Global Leaders Navigating U.S. Trade Policies00:02:58 – Real Vision Sneak Peek & Macro Analysis00:04:04 – Kanye West's Surprising Take on Liquidity00:06:08 – Ethereum Sentiment at Rock Bottom?00:07:44 – The Business Cycle Outlook for 202500:10:07 – Manufacturing Rebound: The Key Bullish Signal00:11:19 – Global Equities: Who's Winning in 2025?00:13:11 – Commodities & Inflation Trends to Watch00:15:26 – The Impact of Trump's Deregulation on Financials00:19:08 – Geopolitical Risks Are Fading—What That Means00:20:12 – The Dollar's Future: When Will It Weaken?00:22:48 – Tariff Wars: How Europe Might Benefit00:25:13 – CPI Predictions & Market Expectations00:28:17 – Key Investment Opportunities & Final Thoughts

    3 Good Tariff Trades for a Crazy Week!

    Play Episode Listen Later Feb 3, 2025 29:31


    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 in markets.

    DeepSeek panic or opportunity?

    Play Episode Listen Later Jan 28, 2025 25:45


    Apologies for the late update - we had some technical difficulties. Remember to check out RealVision.com for your options and extended coverage.Hosts: Mikkel Rosenvold and Andreas Steno

    Trump Inauguration Preview - And everything NOT Trump

    Play Episode Listen Later Jan 20, 2025 31:00


    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

    These Are the TOP Trades for 2025

    Play Episode Listen Later Jan 7, 2025 35:39


    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.

    5 good trades for 2025

    Play Episode Listen Later Dec 16, 2024 32:09


    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.

    Macro Mondays: Global Stimulus Signals

    Play Episode Listen Later Dec 10, 2024 28:41


    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 session of actionable insights.

    Trump vs. China: What's Next for Global Markets?

    Play Episode Listen Later Dec 3, 2024 34:10


    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 Vision Black Friday Sale FINAL DAY: Up to 50% OFF https://rvtv.io/4eZ2PLr

    Will the Fed Finish the Job?

    Play Episode Listen Later Nov 19, 2024 26:14


    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

    Macro Mondays #74 - When the Trump bet dies, here's what to look for

    Play Episode Listen Later Nov 11, 2024 30:53


    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 RosenvoldCheck out the episode on youtube to see the graphs & videos we look at:www.youtube.com/@RealVisionFinance/podcastsRemember to check out the links below.FREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Find our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/

    Macro Mondays #73 - What the f*ck is happening to Bonds?

    Play Episode Listen Later Nov 4, 2024 41:51


    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 their latest offerings.  Go to www.realvision.com/metals for more information.Check out the episode on youtube to see the graphs & videos we look at.Remember to check out the links below.FREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/

    Macro Mondays #72 - Are markets prepared for a liquidity tsunami?

    Play Episode Listen Later Oct 28, 2024 28:25


    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 JapanMonetary 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 for more information.Check out the episode on youtube to see the graphs & videos we look at.Remember to check out the links below.FREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/

    Macro Mondays #71 - the Polymarket effect

    Play Episode Listen Later Oct 21, 2024 35:32


    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"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 for more information.Check out the episode on youtube to see the graphs & videos we look at.Remember to check out the links below.FREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #70 - The Beijing Nothing Burger

    Play Episode Listen Later Oct 15, 2024 35:40


    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 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 for more information.Check out the episode on youtube to see the graphs & videos we look at.Remember to check out the links below.FREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #69 - Stimulating an OK economy

    Play Episode Listen Later Oct 7, 2024 28:20


    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 for more information.Check out the episode on youtube to see the graphs & videos we look at.Remember to check out the links below.FREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #68 - China bringing a potent knife to a gunfight?

    Play Episode Listen Later Sep 30, 2024 29:31


    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, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings.  Go to www.realvision.com/metals for more information.Check out the episode on youtube to see the graphs & videos we look at.Remember to check out the links below.FREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #67 - How to position for the cutting season?

    Play Episode Listen Later Sep 23, 2024 40:09


    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, 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 for more information.

    Macro Mondays #66 - 25BP or 50BP? And how to position

    Play Episode Listen Later Sep 16, 2024 29:09


    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.Token2049 week in Singapore - 16-22 September.https://www.asia.token2049.com/tickets 15% Discount Code: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #65 - Is this sell-off even worse?

    Play Episode Listen Later Sep 9, 2024 33:57


    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 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: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #64 - Was the H1 Rebound a fake?

    Play Episode Listen Later Sep 3, 2024 33:42


    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 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: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #63 - What to make of Powell's Jackson Hole Speech

    Play Episode Listen Later Aug 26, 2024 30:51


    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 JapanCheck 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: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #62 - Shelter, liquidity & is it time to buy again?

    Play Episode Listen Later Aug 19, 2024 41:08


    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/bobeunlimitedCheck 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: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #61 - Advisors turning pessimistic & The Ukraine

    Play Episode Listen Later Aug 12, 2024 41:04


    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: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #60 - BoJ Aftermath & The Gold Trade.

    Play Episode Listen Later Aug 5, 2024 32:50


    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: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #59 - Rate cuts now?

    Play Episode Listen Later Jul 29, 2024 37:54


    Join the team discussing the great rotation, Bill Dudley, Q2 GDP numbers, Non farm payrolls and 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: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #58 - What will Kamalanomics look like?

    Play Episode Listen Later Jul 22, 2024 42:11


    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: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #57 - It's a GUNG HO SUMMER!

    Play Episode Listen Later Jul 15, 2024 42:41


    This week we take a look at a possible Gung-Ho summer, the Cape of Good Hope traffic jam, the german bitcoin sell-off & much more!Join us!Token2049 week in Singapore - 16-22 September.https://www.asia.token2049.com/tickets 15% Discount Code: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #56 - 3 recession indicators you need to watch

    Play Episode Listen Later Jul 8, 2024 39:53


    Election Bonanza this week on Macro Mondays.We take a look at the UK, French & Iranian election.Furthermore, are we moving towards a Recession or not?Join us! FREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #55 - What is China doing with all it's copper?

    Play Episode Listen Later Jul 1, 2024 38:18


    This week on Macro Mondays the team touch upon China & Japan, Hawkish surprises out of “monetary canaries” & the Biden-Trump debate. Join us!Guest: Marc Myllerup of Copenhagen Merchantshttps://x.com/MarcMyllerupFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah

    Macro Mondays #54

    Play Episode Listen Later Jun 24, 2024 41:58


    Macro Mondays #53

    Play Episode Listen Later Jun 17, 2024 39:02


    Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt

    Play Episode Listen Later Jun 10, 2024 30:38


    Macro Mondays is back with all new charts and analysis... Andreas Steno Larsen is back to break down all the latest news, narratives, and market developments in this week's edition of Macro Mondays. The founder and CEO of @stenoresearch  is joined by his co-host, Mikkel Rosenvold, partner and head of geopolitics at Steno Research, and special guest Mads Eberhardt, the company's senior crypto analyst. Recorded on June 7, 2024.Timestamps:00:00 - Introduction to Macro Mondays00:37 - Overview of the Week's Topics01:09 - Bitcoin Inflows Discussion02:25 - Mount Gox Bankruptcy Update05:30 - Meme of the Week: Jay Powell06:39 - Central Banks Rate Cuts09:12 - Real Vision Community Promotion09:48 - Trump Soundbite and US Labor Market12:48 - Transformation of the US Job Market16:14 - Listener Feedback: Job Interview Traits18:30 - Upcoming Week's Focus: Liquidity and Inflation21:22 - Liquidity Environment and Central Banks23:01 - Impact on Crypto Market24:19 - Portfolio Strategy: China vs. India27:49 - Inflation Protection Strategy29:26 - Conclusion

    Macro Monday #51 - Germany rebounding!

    Play Episode Listen Later Jun 2, 2024 30:17


    The team takes a look at Germany rebounding implications,Freight rates and the ramifications for Copper, Silver & Natural Gas.Also Crypto News & a look at the week ahead.Join us!

    Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish

    Play Episode Listen Later May 26, 2024 45:08


    This week on Macro Sunday ( next week - Macro Monday ) the team touches upon the Ethereum & Bitcoin ETF, freight rates, copper tourism & much more. Join us!Guest: Freya Beamish - TS Lombardhttps://www.tslombard.com/freya-beamishFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vahCHAPTERS -00:00. Introduction02:06. Ethereum & Bitcoin ETF05:22. Freight rates15:51. Interview - Freya Beamish36:10. Copper tourists?41:44. Portfolio News#economics #trading  #interestrate#useconomy#macroeconomy#cryptocurrency #crypto #mortgageinterestrates#usgdp#economicrecession#usrecession#softlanding #redsea #podcast   #economy #banking#joebiden #election#trump

    Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth

    Play Episode Listen Later May 19, 2024 53:29


    Join the team this week for a discussion on the PCI report, Chinas weather, the business cycle watch & much more. Guest: Marvin Barth - Thematic Markets.https://thematicmarkets.com/https://twitter.com/marvinjbarthFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vahCHAPTERS -00:00. Introduction02:04. CPI report hot as Greece06:30. China - air pollution15:51. Interview - Marvin Barth46:00. Business cycle watch50:00. Portfolio News#economics #trading  #interestrate#useconomy#macroeconomy#cryptocurrency #crypto #mortgageinterestrates#usgdp#economicrecession#usrecession#softlanding #redsea #podcast   #economy #banking#joebiden #election#trump

    Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal

    Play Episode Listen Later May 12, 2024 33:07


    The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more. Join in on the discussion!Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/FREE macro newsletter - https://stenoresearch.com/free/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vahCHAPTERS -00:00. Introduction02:26. Freddie Mac Proposal08:36. Trump Hush Money & Dollar15:44. Israel & Boeing22:38. Rents & Inflation29:50. Portfolio News#economics #trading  #interestrate#useconomy#macroeconomy#cryptocurrency #crypto #mortgageinterestrates#usgdp#economicrecession#usrecession#softlanding #redsea #podcast   #economy #banking#joebiden #election#trump

    Macro Sunday #47 - Trump handling interest & China / Singapore

    Play Episode Listen Later May 5, 2024 32:13


    The team takes a look at the US economy, the Trump & interest rate situation, China / Singapore and the crypto news.Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/FREE macro newsletter - https://stenoresearch.com/free/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vahCHAPTERS -00:00. Introduction01:33. US economy10:04. Trump on interest rate16:12. China / Singapore24:24. Crypto news30:10. Outro#economics #trading  #interestrate#useconomy#macroeconomy#cryptocurrency #crypto #mortgageinterestrates#usgdp#economicrecession#usrecession#softlanding #redsea #podcast   #economy #banking#joebiden #election#trump

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