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Macro Mondays — Business
Macro Mondays

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

Copyright: © 2024 Macro Sunday

Latest Episodes:

Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves Jun 17, 2024

Show notes

🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3MMeRfQ. Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to dig into what’s going on with the European economy.
Andreas and Mikkel also cover China, geopolitics, and Solana. Recorded on June 14, 2024.
This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore on 18 to 19 September. Balaji Srinivasan, Solana’s Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend.
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🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3MMeRfQ

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Website: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt Jun 10, 2024

Show notes

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 Mondays
00:37 - Overview of the Week’s Topics
01:09 - Bitcoin Inflows Discussion
02:25 - Mount Gox Bankruptcy Update
05:30 - Meme of the Week: Jay Powell
06:39 - Central Banks Rate Cuts
09:12 - Real Vision Community Promotion
09:48 - Trump Soundbite and US Labor Market
12:48 - Transformation of the US Job Market
16:14 - Listener Feedback: Job Interview Traits
18:30 - Upcoming Week’s Focus: Liquidity and Inflation
21:22 - Liquidity Environment and Central Banks
23:01 - Impact on Crypto Market
24:19 - Portfolio Strategy: China vs. India
27:49 - Inflation Protection Strategy
29:26 - Conclusion

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

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Website: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Monday #51 - Germany rebounding! Jun 03, 2024

Show notes

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!

🔥 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: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish May 26, 2024

Show notes

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 Lombard
https://www.tslombard.com/freya-beamish
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find 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
CHAPTERS -
00:00. Introduction
02:06. Ethereum & Bitcoin ETF
05:22. Freight rates
15:51. Interview - Freya Beamish
36:10. 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

🔥 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: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth May 19, 2024

Show notes

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/marvinjbarth
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find 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
CHAPTERS -
00:00. Introduction
02:04. CPI report hot as Greece
06:30. China - air pollution
15:51. Interview - Marvin Barth
46:00. Business cycle watch
50:00. Portfolio News
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump

🔥 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: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal May 12, 2024

Show notes

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 Rosenvold
Find 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/23hp3vah
CHAPTERS -
00:00. Introduction
02:26. Freddie Mac Proposal
08:36. Trump Hush Money & Dollar
15:44. Israel & Boeing
22:38. Rents & Inflation
29:50. Portfolio News
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump

🔥 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: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #47 - Trump handling interest & China / Singapore May 05, 2024

Show notes

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 Rosenvold
Find 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/23hp3vah
CHAPTERS -
00:00. Introduction
01:33. US economy
10:04. Trump on interest rate
16:12. China / Singapore
24:24. Crypto news
30:10. Outro
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump

🔥 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: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #47 - POSTPONED TO NEXT WEEK Apr 28, 2024

Show notes

We are sorry to inform you that this weeks episode has to be postponed to next week, due to reason out of our hands.
We wish you a great sunday and hope to see you again next week.
Find out more at www.stenoresearch.com/subscribe
Find 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/23hp3vah
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump

🔥 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: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #46 - Inflation in developed markets but not in emerging markets? Apr 21, 2024

Show notes

We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US?
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 Rosenvold
Find 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/23hp3vah
CHAPTERS -
00:00. Introduction
02:46. Sour Equities?
09:32. Iranian Attack
15:20. Interview - Vincent Deluard
39:48. "Sticky-er" Inflation?
43:28. Portfolio News
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump

🔥 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: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan Apr 14, 2024

Show notes

We host Danny Dayan for a discussion on the accelerating US inflation picture. Could the Fed move towards a neutral stance in June and a hike in 2025? Danny says yes and offers his compelling arguments
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
For a 2-week free trial -
https://stenoresearch.com/subscribe/
FREE macro newsletter - https://stenoresearch.com/free/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
CHAPTERS -
00:00. Introduction
03:00. US CPI
06:55. Commodity Rally?
11:00. Interview - Danny Dayan
39:50. China Preparing?
46:30. Portfolio News
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump

🔥 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: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

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