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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:

#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank Sep 10, 2023

Show notes

Oil could be up as much as 25-30% during Q4 due to the production cuts out of Saudi Arabia and Russia. This is beginning to smell like the 1970's and we take a closer look at how that affects inflation and growth with the great Mikael Sarwe of Nordea Bank. We also discuss inflation outlooks in both the U.S. and Europe.
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Hosts: Andreas Steno Larsen and Mikkel Rosenvold
Guest: Mikael Sarwe, Nordea

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#13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan Sep 03, 2023

Show notes

Is the U.S. labour market finally crashing? What will it take to kill the U.S. economy? We ask Michael Cembalest of J.P. Morgan who explains The Rasputin Effect. We also cover the outlook for fiscal policy, interest rates and the short- and longterm effects of the Chips Act and IRA in this great interview. And of course - we give our take on how to allocate given all of this.
Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com
Hosts: Andreas Steno and Emil Møller
Guest: Michael Cembalest

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

#12 - USD patriots vs. CNY patriots - Guest: Tony Nash Aug 27, 2023

Show notes

Has the PBoC won against speculators in Chinese FX markets? And will equities stabilize due to the contained outflows from China? We invite Tony Nash, former Director at The Economist Intelligence Unit in Asia to discuss the evolving crisis in Beijing. Tony has extensive knowledge from working both in Singapore and China and sees this ongoing tug of war as a patriotic combat.
Finally, you get our weekly update on portfolio flows, where we elaborate why again prefer to short assets in our own neck of the woods in Europe.
Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com

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

#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise Aug 20, 2023

Show notes

We host Michael Kao for a discussion on the Chinese tool-box and whether the 7.30 line in the sand will hold or not.
The situation is very binary. Either risk appetite will return or else you need to run for the hills.
Remeber that you can use Macro30 to get 30% off your subscription at

www.stenoresearch.com

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

#10 - A steeper curve to create a recession - Guest: Bob Elliot Aug 13, 2023

Show notes

The yield curve inversion was never a recession signal. An uninversion and higher rates (via bear steepening) is needed to push the economy in to recession.
We discuss the allocation playbook given the knowledge we have on the yield curve with Bob Elliot, former Bridgewater and now CIO of Unlimited Funds.
You can use Macro30 to get 30% off your subscription at www.stenoresearch.com

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

#9 - Coups, YCC and the big rotation trade Aug 06, 2023

Show notes

Is the big rotation now ongoing in rates and equities after the BoJ steepened the JGB curve?
Find out as we discuss the bizarre developments in Niger, Jeddah and Japan in light of the material steepening of the USD curve.
You can find more on www.stenoresearch.com and use the exclusive code Macro30 to get 30% off your annual subscription.

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

#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale Jul 30, 2023

Show notes

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 our transparent and actionable research, you can use the code macro30 to get 30% off your subscription at www.stenoresearch.com

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

#7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger Jul 28, 2023

Show notes

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 macro30 to get 30% off your subscription at www.stenoresearch.com

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

#6 - Geopolitical risks are back - Guest: Claus Vistesen Jul 23, 2023

Show notes

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/

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

#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins Jul 16, 2023

Show notes

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” to get 30% off your subscription at www.stenoresearch.com - live portfolio, quant tools and full global Macro coverage and much more.

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

Connect with Real Vision™ Online:
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Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

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