#6 - Geopolitical risks are back - Guest: Claus Vistesen
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 discus...
23 Jul 202333min
#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins
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 In...
16 Jul 202347min
#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro
What's actually going on in Russia? Is the US taking a softer stance towards China with visits from both Blinken and Yellen? And what's going on with the suggested gold-based BRICS currency? We take a...
9 Jul 202343min
The weird resilience of the EUR - Guest: Jens Nordvig
The EUR and European equities have proven surprisingly resilient to a string of weak data from Europe. Why is the EUR trade not rolling over? Andreas Steno hosts fellow Dane Jens Nordvig for a discuss...
2 Jul 202351min
Housing rebounds - time to call off the recession? Guest: Warren Pies
Housing is rebounding and all the sudden the central bank hawks are back on parade. Is it time to call off the recession or will the downside risk increase due to central banks misreading the situatio...
25 Jun 202340min
3 reasons why EUR liquidity is a MUST watch over summer
Welcome to the inaugural episode of Macro Sunday. Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their v...
18 Jun 202339min
Welcome to Macro Sunday!
Welcome to our new podcast - Macro Sunday. 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...
17 Jun 202356s
