
Macro Mondays #61 - Advisors turning pessimistic & The Ukraine
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 ...
12 Elo 202441min

Macro Mondays #60 - BoJ Aftermath & The Gold Trade.
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...
5 Elo 202432min

Macro Mondays #59 - Stop worrying about employment and look forward!
We take a closer look at last weeks correction and the outlook for risk assets. Furthermore, we dive into this week's BoJ and Fed Meetings and preview the non-farm payrolls and ISM manufacturing numbe...
29 Heinä 202437min

Macro Mondays #58 - What will Kamalanomics look like?
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.toke...
22 Heinä 202442min

Macro Mondays #57 - It’s a GUNG HO SUMMER!
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....
15 Heinä 202442min

Macro Mondays #56 - 3 recession indicators you need to watch
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://sten...
8 Heinä 202439min

Macro Mondays #55 - What is China doing with all it’s copper?
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 Merchants https://x.c...
1 Heinä 202438min

Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week
Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to analyze U.S....
24 Kesä 202441min




















