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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 Sunday #34 - The Red Sea is WORSENING Jan 28, 2024

Show notes

The hopes for a quick solution in the Red Sea are fading and the global inflation impact will likely be lasting. The crisis is now spreading from containers to dry bulk and energy.
How will Chinese, European and US markets react to this?
Hosts: Andreas Steno, Mikkel Rosenvold and Emil Moller
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#podcast
#economy
#banking
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea

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Macro Sunday #33 - A new supply shock? Guest: Dario Perkins Jan 21, 2024

Show notes

We are once again joined by our favourite global macro economist, Dario Perkins of TS
Lombard, to discuss the supply shock in the Red Sea. Will the freight rates wreak havoc with the 2024 cutting cycle consensus?
This is your last chance to get 30% off on your yearly subscription at
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Hosts: Andreas Steno & Emil Møller
If you enjoy our content, Please subscribe to our Youtube Channel
➡️ https://tinyurl.com/23hp3vah
#podcast
#economy
#banking
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding

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Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott Jan 14, 2024

Show notes

US inflation is accelerating again but the market is yet to care. Meanwhile, freight rates
continue to rise on the back of increasing tensions in the Red Sea and goods inflation is
threatening to come back with a vengeance. Will the Fed forward pricing prove to be off?
We discuss it with Bob Elliott of Unlimited Funds
If you find our research valuable, please visit www.stenoresearch.com - there is always a 14 day free trial and you can use the code Macro30 to get 30% off your subscription until Jan 15!
Hosts: Andreas Steno, Mikkel Rosenvold & Emil Møller
If you enjoy our content, Please subscribe to our Youtube Channel
➡️ https://tinyurl.com/23hp3vah

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Macro Sunday #31 - Spiking freight rates bringing back inflation? Jan 07, 2024

Show notes

The situation in the Red Sea is worsening and freight rates are on the rise in some subsectors. Can the situation escalate into a new inflation spiral and what does it mean for the positive 2024 outlooks from right about every investment bank?
We discuss the situation with a selection of analysts at Steno Research.
If you find our research valuable, please visit www.stenoresearch.com - there is always a 14 day free trial and you can use the code Macro30 to get 30% off your subscription until Jan 15!
Hosts: Andreas Steno, Mikkel Rosenvold, Mads Eberhardt & Emil Møller
If you enjoy our content, Please subscribe to our Youtube Channel
➡️ https://tinyurl.com/23hp3vah
#podcast
#economy
#banking
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding

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Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth Dec 31, 2023

Show notes

How are markets positioned for 2024?
We discuss the consensus outlook with Marvin Barth of Thematic Markets and weigh pros/cons of betting against the consensus in various asset classes.
Will the Soft Landing narrative prevail or will tail scenarios unfold in 2024?
Happy New Years from the entire team at Steno Research14-days free trial available at:
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Hosts: Andreas Steno & Mikkel Rosenvold
If you enjoy our content, Please subscribe to our Youtube Channel ➡️ https://tinyurl.com/23hp3vah

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Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

#29 - Inflation Volatility is back! Guest: Claus Vistesen Dec 24, 2023

Show notes

Is the new ECB/Fed inflation forecast way off?
And will inflation resurface already during 2024?
Those are key questions for asset allocators. We host a thought provoking discussion with the tremendous Claus Vistesen of Pantheon.
Find out more at www.stenoresearch.com - always 14 days free trial access to our research
https://stenoresearch.com/subscribe/
Hosts: Andreas Steno

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#28 - Powell invites for a risk asset party. Guest: Raoul Pal Dec 17, 2023

Show notes

Jay Powell invited for a massive risk asset party after the Fed opened the door for several cuts in 2023. Will the Fed suddenly prove to be the most dovish of the big central banks anyway? We assess the outlook for the big three central banks while also discussing whether this is a mid-cycle rate cutting cycle or the start of a recession.
Our guest of the week, Raoul Pal, thinks we are in an early cycle dynamic and that central banks are late to react to what was a recessionary pricing of risk assets in 2022.

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#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle Dec 10, 2023

Show notes

Gold has been rallying hard alongside bonds in October and November, but who are the buyers? Retail or central banks? We discuss the Gold outlook with the author of In Gold We Trust, Ronnie Stoeferle of Incrementum Funds
On top of that, we discuss the situation in Guyana and the ramifications for our suffering oil longs.
Find out more at www.stenoresearch.com - always 14 days free trial access to our research
Hosts: Andreas Steno and Emil Moller
Guest: Ronnie Stoferle of Incrementum Funds

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#26 - Are central banks asleep at the wheel? Guest: Cathie Wood Dec 03, 2023

Show notes

We are joined by the renowned Tech investor Cathie Woods of ARK to discuss the rally in duration heavy equity assets through 2023. Will the rally continue if the Fed is done hiking? And will US Treasury markets also deliver better returns in 2024?
All that amidst the turbulence from the OPEC meeting.
Hosts: Andreas Steno and Emil Møller
Guest: Cathie Woods from https://ark-invest.com/
Steno Research Discount Code: crypto20

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#25 - Why is offshore wind not performing? Guest: Suriya Jayanti Nov 26, 2023

Show notes

We host the former Chief of the Energy unit at the US Embassy in Kiev and co-founder of the Eney LCC, Suriya Jayanti for a discussion of the malaise in offshore wind markets. Why is wind energy suffering and is China to blame?
Tune in as we discuss the future energy mix in Europe and the US in light of recent developments and how it is likely to impact your portfolio.
For more information about Steno Research go to https://stenoresearch.com/
For more information about the guest of the week please visit https://www.suriyajayanti.com/

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Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

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