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 th...
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Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald
Are the central banks on pause or not? We cover all the CB decisions/non-decisions this week and talk to former President of the Atlanta Fed and former FOMC member Dennis Lockhart to get his view on the central bank situation. How does Dennis view the FOMC meeting and the US economy in general?Afterwards, we call up Frances Donald, Global Chief Economist at Manulife Investment for some great analysis of the current situation. What are the right bets in markets and will risk assets surge as they did in 2007?Remember to get 30% off your first three purchases at www.stenoresearch.com with the coupon code 'macro30'.Hosts: Andreas Steno Larsen and Emil Møller
Was that a pause from Lagarde?
Has the anti-Europe trade become the consensus or is there still juice in the story? We discuss the prospects of European gas storages and the ongoing recession in the North of the continent. Can Europe surprise negatively and will that surprise the ECB? Should you actually watch Southern Europe and not Northern Europe from here on?We also discuss the differences between the U.S. and European labour markest post-pandemic. Why are we not seeing ghost towns in Europe and what does this mean for markets?Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com Hosts: Andreas Steno Larsen and Mikkel Rosenvold
Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank
Oil could be up as much as 25-30% during Q4 due to the production cuts out of Saudi Arabia and Russia. This is beginning to smell like the 1970's and we take a closer look at how that affects inflation and growth with the great Mikael Sarwe of Nordea Bank. We also discuss inflation outlooks in both the U.S. and Europe.Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com Hosts: Andreas Steno Larsen and Mikkel RosenvoldGuest: Mikael Sarwe, Nordea
The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan
Is the U.S. labour market finally crashing? What will it take to kill the U.S. economy? We ask Michael Cembalest of J.P. Morgan who explains The Rasputin Effect. We also cover the outlook for fiscal policy, interest rates and the short- and longterm effects of the Chips Act and IRA in this great interview. And of course - we give our take on how to allocate given all of this.Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com Hosts: Andreas Steno and Emil MøllerGuest: Michael Cembalest
USD patriots vs. CNY patriots - Guest: Tony Nash
Has the PBoC won against speculators in Chinese FX markets? And will equities stabilize due to the contained outflows from China? We invite Tony Nash, former Director at The Economist Intelligence Unit in Asia to discuss the evolving crisis in Beijing. Tony has extensive knowledge from working both in Singapore and China and sees this ongoing tug of war as a patriotic combat.Finally, you get our weekly update on portfolio flows, where we elaborate why again prefer to short assets in our own neck of the woods in Europe. Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com
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 the world of macro and geopolitics with loads of actionable content.We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the worldThe podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context) Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe