Macro Mondays

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 Aug 202441min

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 Aug 202432min

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 Juli 202437min

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 Juli 202442min

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 Juli 202442min

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 Juli 202439min

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 Juli 202438min

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 Juni 202441min