Macro Mondays

By 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

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FAQs about Macro Mondays:

How many episodes does Macro Mondays have?

The podcast currently has 146 episodes available.

Macro Mondays episodes:

December 15, 2025 Are AI Stocks in Danger?
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest headlines after another tough week for markets. From private credit to Japanese bonds, the guys explore what's causing the continuation of a selloff.

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30min
December 08, 2025 All Eyes on Rate Cuts?
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30min
December 01, 2025 What's Going on with JPY Carry Trade?
Steno Research founder and CEO Andreas Steno Larsen and partner & head of geopolitics Mikkel Rosenvold return for another edition of Macro Mondays. Andreas and Mikkel begin by breaking down the latest figures from Black Friday and just what's going on with the current drawdown.
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30min
November 24, 2025 Will the Fed Cut in December?
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets after another tough week for markets.
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27min
November 17, 2025 Fed Cuts Coming or Crisis Brewing?
Andreas Steno Larsen and Mikkel Rosenvold of Steno Research break down the latest news and trends driving the latest drawdown in global risk assets. They dig into the unfinished China trade deal, persistent liquidity pressures, and whether this all sets the stage for a Fed rate cut in December.
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28min
November 10, 2025 The Printer Is Coming
Andreas Steno Larsen, founder and CEO of Steno Research, and Mikkel Rosenvold, partner and head of geopolitics for Steno Research, are back to break down the latest macro news and market drivers after a brutal week for risk assets.
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31min
November 03, 2025 Is China Winning the Trade War?
Andreas Steno Larsen and Mikkel Rosenvold of Steno Research dissect the latest macro news and trends driving global markets. The Fed cut rates as expected, but was Powell’s hawkish tone a surprise?

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29min
October 27, 2025 The Tariff Battle Heats Up
Andreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions.
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30min
October 21, 2025 Are We in an AI Bubble?
Andreas Steno Larsen and Mikkel Rosenvold of Steno Research are back to break down whether we’re entering a new AI bubble, what the Fed’s next move means for markets, and why retail investors are driving the rally while institutions hesitate
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31min
October 06, 2025 Bitcoin Soars, Japanese Bonds Buckle
Andreas Steno and Mikkel Rosenvold of Steno Research break down the latest news and trends driving markets, from inflation and labor data to Bitcoin’s rally and the Japanese bond market action.

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30min

FAQs about Macro Mondays:

How many episodes does Macro Mondays have?

The podcast currently has 146 episodes available.

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