A New Month, a New Macro Regime
Real Vision’s Andreas Steno Larsen has his eye on what he considers “the three main fundamental variables for the economy” — liquidity, inflation, and growth. Going into March, he’s observing the macr...
18 Maalis 202323min
What Do You do When Everything Happens All at Once?
U.S. markets continue to chop as investors wonder whether the recent pain in banking was the the beginning of something bigger. On today’s special extended version of the show, Maggie Lake is joined b...
17 Maalis 202335min
Are Central Banks Fighting the Wrong Fight?
The ECB raised key interest rates another 50 basis points and U.S. markets continue to rebound as large institutions come to the rescue of First Republic Bank. Maggie Lake is joined by Ed Harrison, se...
16 Maalis 202337min
Contagion and Fear Hit Credit Suisse, What’s Next?
U.S. markets sold off as fears of contagion in the banking sector have crossed the Atlantic. This morning, shares of Swiss banking giant Credit Suisse hit record lows after its largest shareholder, th...
15 Maalis 20231h 3min
Ding Dong... Is QT Dead?
U.S. equities rebounded after yesterday’s SVB-driven rout, with cooling February CPI data easing investor anxieties of another interest rate hike. Maggie Lake is joined by Tony Greer, editor of the Mo...
14 Maalis 202345min
Did the Banks Just Break?
U.S. markets saw more turmoil today as the fallout from Silicon Valley Bank’s failure continues to unfold. The Fed has stepped in to help depositors secure their funds from SVB and Signature Bank, and...
13 Maalis 20231h 12min
Profiting From Animal Humanization
With an uncertain macro outlook for 2023, it may prove beneficial to investors to home in on the micro instead — and Eric Udoff, managing partner and co-CIO of Marlowe Partners, provides just that wit...
12 Maalis 202340min
Why You Can't Fully Trust Recent U.S. Data
Recent data has shown the consumer made a comeback in the first month of the year, but as Andreas Steno Larsen reveals, that may be only half true. Watch this edition of Steno’s Signals to find out wh...
11 Maalis 202328min
