The Beijing "fiscal bazooka" has been center of attention in global macro in recent weeks, but what did we actually get from the Chinese government and what is the outlook for the Chinese economy? We also cover the upcoming USD liquidity tsunami and how that should affect your risk balance in USD markets.

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.

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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.

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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 www.realvision.com/metals for more information.

Check out the episode on youtube to see the graphs & videos we look at.

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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 their latest offerings.  Go to www.realvision.com/metals for more information.

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: realvision

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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 - 16-22 September.
https://www.asia.token2049.com/tickets
 15% Discount Code: realvision

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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.
https://www.asia.token2049.com/tickets
 15% Discount Code: realvision

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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.
https://www.asia.token2049.com/tickets
 15% Discount Code: realvision

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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

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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/

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