Macro Mondays

#15 - Was that a pause from Lagarde?


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

Macro MondaysBy Andreas Steno Larsen

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

15 ratings


More shows like Macro Mondays

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

581 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,052 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

926 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

912 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

79 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

Saxo Market Call by SaxoStrats

Saxo Market Call

110 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

71 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

99 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

462 Listeners

The ACID Capitalist Podcast by Hugh Hendry

The ACID Capitalist Podcast

252 Listeners

Supply Shock by Blockworks

Supply Shock

120 Listeners

Forward Guidance by Blockworks

Forward Guidance

274 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

212 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

341 Listeners