Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold
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 id...
Episodes (152)
Strong Dollar Means Weak Dollar?
Macro Mondays
Global Trade Rewired
Macro Mondays
Iran Tensions Over?
Macro Mondays
Geopolitics Driving Markets Again
Macro Mondays
Ukraine strikes and the state of sanctions
Macro Mondays
Downgrades, Debt, and Digital Gold
Macro Mondays
A Path to Trade War Diffusion
Macro Mondays
Is Trump’s Plan Working?
Macro Mondays
Is Macro Data Dead?
Macro Mondays
What Could Reverse This Market Meltdown?
Macro Mondays
No more safe havens? Well, maybe...
Macro Mondays
How to Trade the Geopolitical Firehose
Macro Mondays
How to trade the inflation schism
Macro Mondays
Have We Reached the Bottom in Equities?
Macro Mondays
Why reciprocal tariffs are a GOOD thing
Macro Mondays
Could Trump actually bring global tariffs DOWN?
Macro Mondays
3 Good Tariff Trades for a Crazy Week!
Macro Mondays
DeepSeek panic or opportunity?
Macro Mondays
Trump Inauguration Preview - And everything NOT Trump
Macro Mondays
Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?
Macro Mondays
These Are the TOP Trades for 2025
Macro Mondays
5 good trades for 2025
Macro Mondays
Macro Mondays: Global Stimulus Signals
Macro Mondays
Trump vs. China: What’s Next for Global Markets?
Macro Mondays
Markets Are Screaming for Liquidity
Macro Mondays
Will the Fed Finish the Job?
Macro Mondays
Macro Mondays #74 - When the Trump bet dies, here's what to look for
Macro Mondays
Macro Mondays #73 - What the f*ck is happening to Bonds?
Macro Mondays
Macro Mondays #72 - Are markets prepared for a liquidity tsunami?
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Macro Mondays #71 - the Polymarket effect
Macro Mondays
Macro Mondays #70 - The Beijing Nothing Burger
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Macro Mondays #69 - Stimulating an OK economy
Macro Mondays
Macro Mondays #68 - China bringing a potent knife to a gunfight?
Macro Mondays
Macro Mondays #67 - How to position for the cutting season?
Macro Mondays
Macro Mondays #66 - 25BP or 50BP? And how to position
Macro Mondays
Macro Mondays #65 - Is this sell-off even worse?
Macro Mondays
Macro Mondays #64 - Was the H1 Rebound a fake?
Macro Mondays
Macro Mondays #63 - What to make of Powell's Jackson Hole Speech
Macro Mondays
Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
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Macro Mondays #61 - Advisors turning pessimistic & The Ukraine
Macro Mondays
Macro Mondays #60 - BoJ Aftermath & The Gold Trade.
Macro Mondays
Macro Mondays #59 - Stop worrying about employment and look forward!
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Macro Mondays #58 - What will Kamalanomics look like?
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Macro Mondays #57 - It’s a GUNG HO SUMMER!
Macro Mondays
Macro Mondays #56 - 3 recession indicators you need to watch
Macro Mondays
Macro Mondays #55 - What is China doing with all it’s copper?
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Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week
Macro Mondays
Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market...
Macro Mondays
Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt
Macro Mondays
Macro Monday #51 - Germany rebounding!
Macro Mondays