Macro Mondays

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 - 16-22 September.
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Host: Andreas Steno & Mikkel Rosenvold

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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.
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Host: Andreas Steno & Mikkel Rosenvold

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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://stenoresearch.com/free/

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Host: Andreas Steno & Mikkel Rosenvold

Find our Crypto coverage here -
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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/

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Host: Andreas Steno & Mikkel Rosenvold

Find our Crypto coverage here -
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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

Find our Crypto coverage here -
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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/

Find out more at www.stenoresearch.com/subscribe 

Host: Andreas Steno & Mikkel Rosenvold

Find our Crypto coverage here -
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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 -
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If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah

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 enjoy our content, Please subscribe to our Youtube Channel:
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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! 

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Host: Andreas Steno & Mikkel Rosenvold

Find our Crypto coverage here -
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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/

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Host: Andreas Steno & Mikkel Rosenvold

Find our Crypto coverage here -
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If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah