Is the Fed cutting into strenght, and will the economy make a comeback into 2025? We look at the models after the NFP surprise. Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. Go to www.realvision.com/metals for more information. Check out the episode on youtube to see the graphs & videos we look at. Rem...
Oct 07, 2024•28 min
The rally in Chinese-linked assets is one of the most bizarre seen in newer financial markets history. Is the Chinese stimulus package a game-changer or is it insufficient to structurally turn the tide? Meanwhile, a wave of liquidity will arrive in Q4. Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. Go to ww...
Sep 30, 2024•30 min
We digest the jumbo cut and take a deep dive into what our models tell us about the ideal positioning in this scenario. We also cover key risk areas - both in the Middle East and in the US hiring numbers. Check out the episode on youtube to see the graphs & videos we look at. Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in thei...
Sep 23, 2024•40 min
We evaluate last week's key CPI numbers and look ahead to the FOMC meeting this week. While a cut seems destined, it's going to be extremely key whether the Fed opts for a 25 or 50 bp cut. We gauge the chances and talks positioning - including Fixed Income and Commodities. Check out the episode on youtube to see the graphs & videos we look at. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvi...
Sep 16, 2024•29 min
It's been another red week in markets, so we take a closer look at the macro factors driving the development and what the outlook is for the coming weeks and months. We look at US liquidity trends as well as growth trends in China - who both could be pointing at a worse and stickier sell-off. Finally, we touch upon the US presidential debate tomorrow! Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week in Singapore - 16...
Sep 09, 2024•34 min
We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs? We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week too. Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week in Singapore - 16...
Sep 03, 2024•34 min
We take a closer look at Jay Powell's Jackson Hole Speech and gauge the unemployment and inflation outlook for the US. Furthermore, we dive into the USDJPY trade and why Powell's cutting season might be a catastrophe for Ueda and Japan Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://st...
Aug 26, 2024•31 min
This week we take a look at whats going on in the Ukraine, advisors taking a pessimistic turn, where is liquidity headed & is it time to buy again? Joining us is Bob Elliott from Unlimited Funds. https://x.com/bobeunlimited Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresea...
Aug 19, 2024•41 min
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 & memes we look at. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas ...
Aug 12, 2024•41 min
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 to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Fin...
Aug 05, 2024•33 min
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 numbers. Hear why you should stop worrying about employment figures and look forward instead! Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresearch.com/free/ ...
Jul 29, 2024•38 min
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.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ If you enjoy our cont...
Jul 22, 2024•42 min
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.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ If you enjo...
Jul 15, 2024•43 min
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://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah...
Jul 08, 2024•40 min
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.com/MarcMyllerup FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ If you enjoy our content, Please subscribe to our...
Jul 01, 2024•38 min
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. construction, UK CPI numbers, and Chinese copper markets. They also dig into dollar liquidity and what recent geopolitical events mean for the economy. Recorded on June 21, 2024. Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-mov...
Jun 24, 2024•42 min
🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3MMeRfQ . Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to dig into what’s going on with the European economy. Andreas and Mikkel also cover China, geopolitics, and Solana. Recorded on June 14, 2024. This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest cr...
Jun 17, 2024•39 min
Macro Mondays is back with all new charts and analysis... Andreas Steno Larsen is back to break down all the latest news, narratives, and market developments in this week’s edition of Macro Mondays. The founder and CEO of @stenoresearch is joined by his co-host, Mikkel Rosenvold, partner and head of geopolitics at Steno Research, and special guest Mads Eberhardt, the company’s senior crypto analyst. Recorded on June 7, 2024. Timestamps: 00:00 - Introduction to Macro Mondays 00:37 - Overview of t...
Jun 10, 2024•31 min
The team takes a look at Germany rebounding implications, Freight rates and the ramifications for Copper, Silver & Natural Gas. Also Crypto News & a look at the week ahead. Join us!
Jun 02, 2024•30 min
This week on Macro Sunday ( next week - Macro Monday ) the team touches upon the Ethereum & Bitcoin ETF, freight rates, copper tourism & much more. Join us! Guest: Freya Beamish - TS Lombard https://www.tslombard.com/freya-beamish FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ If you enjoy our content, Please...
May 26, 2024•45 min
Join the team this week for a discussion on the PCI report, Chinas weather, the business cycle watch & much more. Guest: Marvin Barth - Thematic Markets. https://thematicmarkets.com/ https://twitter.com/marvinjbarth FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ If you enjoy our content, Please subscribe to our Y...
May 19, 2024•53 min
The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more. Join in on the discussion! Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ FREE macro newsletter - https://stenoresearch.com/free/ If you enjoy our content, Ple...
May 12, 2024•33 min
The team takes a look at the US economy, the Trump & interest rate situation, China / Singapore and the crypto news. Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ FREE macro newsletter - https://stenoresearch.com/free/ If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ h...
May 05, 2024•32 min
We are sorry to inform you that this weeks episode has to be postponed to next week, due to reason out of our hands. We wish you a great sunday and hope to see you again next week. Find out more at www.stenoresearch.com/subscribe Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ FREE macro newsletter - https://stenoresearch.com/free/ If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah #economics #trading #interestrate ...
Apr 28, 2024•43 sec
We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US? Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/categor...
Apr 21, 2024•47 min
We host Danny Dayan for a discussion on the accelerating US inflation picture. Could the Fed move towards a neutral stance in June and a hike in 2025? Danny says yes and offers his compelling arguments Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ For a 2-week free trial - https://stenoresearch.com/subscribe/ FREE macro newsletter - https://stenoresearch.com/free/ If you enjoy our content, Please subscribe to our Youtu...
Apr 14, 2024•51 min
Is the business cycle sending fake signals again, and is it fair that markets have priced out the entire recession risk? How will inflation assets thrive in Q2 given the Manufacturing rebound and are commodities, especially within metals, overbought in light of this? We take the discussion with former CO-CIO of Bridgewater Bob Elliot who is now running the investment office at Unlimited Funds. Host: Andreas Steno & Mikkel Rosenvold 14 days free trial - https://stenoresearch.com/subscribe/ FR...
Apr 07, 2024•40 min
This week on Macro Sunday we take a look at Brr-man Powell, USD inflation, what happened in Russia, how to trade a Biden win & much more. Join us! Host: Andreas Steno & Mikkel Rosenvold Guest: Dario Perkins, TS Lombard 14 days free trial - https://stenoresearch.com/subscribe/ FREE macro newsletter - https://stenoresearch.com/free/ If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah CHAPTERS - 00:00. Introduction 03:00. Head Fake Reflation 13...
Mar 31, 2024•56 min
Andreas is out of town, so it's a show of contrarian takes as we discuss gold, silver and everything related. Can the gold rally continue and what metals and commodities are interesting throughout 2024? We consult the seasoned gold investor and fighter pilot Bob Moriarty of 321gold.com in this edition of Macro Sunday. Host: Mikkel Rosenvold Guest: Bob Moriarty, 321gold 14 days free trial - https://stenoresearch.com/subscribe/ FREE macro newsletter - https://stenoresearch.com/free/ Hosts: Andreas...
Mar 24, 2024•27 min
Oil, Copper and Silver have broken out of recent ranges and the overall commodity picture is starting to look technically compelling. Meanwhile, the inflow to the “digital commodity” Bitcoin remains strong leaving to new records by the day! We look into the physical and digital commodity markets in this weeks Macro Sunday. Guest: Mads Eberhardt 14 days free trial - https://stenoresearch.com/subscribe/ FREE macro newsletter - https://stenoresearch.com/free/ Hosts: Andreas Steno & Mikkel Rosen...
Mar 17, 2024•41 min
