Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to analyze U.S. construction, UK CPI numbers, and Chinese copper markets. They also dig into dollar liquidity and what recent geopolitical events mean for the economy. Recorded on June 21, 2024.

Host: Andreas Steno & Mikkel Rosenvold

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🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3MMeRfQ. Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to dig into what’s going on with the European economy.

Andreas and Mikkel also cover China, geopolitics, and Solana. Recorded on June 14, 2024.

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Macro Mondays is back with all new charts and analysis... Andreas Steno Larsen is back to break down all the latest news, narratives, and market developments in this week’s edition of Macro Mondays. The founder and CEO of @stenoresearch  is joined by his co-host, Mikkel Rosenvold, partner and head of geopolitics at Steno Research, and special guest Mads Eberhardt, the company’s senior crypto analyst. Recorded on June 7, 2024.

Timestamps:
00:00 - Introduction to Macro Mondays
00:37 - Overview of the Week’s Topics
01:09 - Bitcoin Inflows Discussion
02:25 - Mount Gox Bankruptcy Update
05:30 - Meme of the Week: Jay Powell
06:39 - Central Banks Rate Cuts
09:12 - Real Vision Community Promotion
09:48 - Trump Soundbite and US Labor Market
12:48 - Transformation of the US Job Market
16:14 - Listener Feedback: Job Interview Traits
18:30 - Upcoming Week’s Focus: Liquidity and Inflation
21:22 - Liquidity Environment and Central Banks
23:01 - Impact on Crypto Market
24:19 - Portfolio Strategy: China vs. India
27:49 - Inflation Protection Strategy
29:26 - Conclusion

The team takes a look at Germany rebounding implications,
Freight rates and the ramifications for Copper, Silver & Natural Gas.

Also Crypto News & a look at the week ahead.

Join us!

This week on Macro Sunday ( next week - Macro Monday ) the team touches upon the Ethereum & Bitcoin ETF, freight rates, copper tourism & much more. 
Join us!

Guest: Freya Beamish - TS Lombard
https://www.tslombard.com/freya-beamish

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

CHAPTERS -
00:00. Introduction
02:06. Ethereum & Bitcoin ETF
05:22. Freight rates
15:51. Interview - Freya Beamish
36:10. Copper tourists?
41:44. Portfolio News


#economics 
#trading  
#interestrate
#useconomy
#macroeconomy
#cryptocurrency 
#crypto 
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding 
#redsea 
#podcast   
#economy 
#banking
#joebiden 
#election
#trump

Join the team this week for a discussion on the PCI report, Chinas weather, the business cycle watch & much more. 

Guest: Marvin Barth - Thematic Markets.
https://thematicmarkets.com/
https://twitter.com/marvinjbarth

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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

CHAPTERS -
00:00. Introduction
02:04. CPI report hot as Greece
06:30. China - air pollution
15:51. Interview - Marvin Barth
46:00. Business cycle watch
50:00. Portfolio News


#economics 
#trading  
#interestrate
#useconomy
#macroeconomy
#cryptocurrency 
#crypto 
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding 
#redsea 
#podcast   
#economy 
#banking
#joebiden 
#election
#trump

The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more. 
Join in on the discussion!

Remember to use Geo30 to get 30% off your subscription. It is a limited offer. 

Find out more at www.stenoresearch.com/subscribe 

Host: Andreas Steno & Mikkel Rosenvold

Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/

FREE macro newsletter - https://stenoresearch.com/free/

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

CHAPTERS -
00:00. Introduction
02:26. Freddie Mac Proposal
08:36. Trump Hush Money & Dollar
15:44. Israel & Boeing
22:38. Rents & Inflation
29:50. Portfolio News


#economics 
#trading  
#interestrate
#useconomy
#macroeconomy
#cryptocurrency 
#crypto 
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding 
#redsea 
#podcast   
#economy 
#banking
#joebiden 
#election
#trump

The team takes a look at the US economy, the Trump & interest rate situation, China / Singapore and the crypto news.

Remember to use Geo30 to get 30% off your subscription. It is a limited offer. 

Find out more at www.stenoresearch.com/subscribe 

Host: Andreas Steno & Mikkel Rosenvold

Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/

FREE macro newsletter - https://stenoresearch.com/free/

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

CHAPTERS -
00:00. Introduction
01:33. US economy
10:04. Trump on interest rate
16:12. China / Singapore
24:24. Crypto news
30:10. Outro


#economics 
#trading  
#interestrate
#useconomy
#macroeconomy
#cryptocurrency 
#crypto 
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding 
#redsea 
#podcast   
#economy 
#banking
#joebiden 
#election
#trump

We are sorry to inform you that this weeks episode has to be postponed to next week, due to reason out of our hands. 
We wish you a great sunday and hope to see you again next week.

Find out more at www.stenoresearch.com/subscribe 

Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/

FREE macro newsletter - https://stenoresearch.com/free/

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

#economics 
#trading  
#interestrate
#useconomy
#macroeconomy
#cryptocurrency 
#crypto 
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding 
#redsea 
#podcast   
#economy 
#banking
#joebiden 
#election
#trump

We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US? 

Remember to use Geo30 to get 30% off your subscription. It is a limited offer. 

Find out more at www.stenoresearch.com/subscribe 

Host: Andreas Steno & Mikkel Rosenvold

Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/

FREE macro newsletter - https://stenoresearch.com/free/

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

CHAPTERS -
00:00. Introduction
02:46. Sour Equities?
09:32. Iranian Attack
15:20. Interview - Vincent Deluard
39:48. "Sticky-er" Inflation?
43:28. Portfolio News


#economics 
#trading  
#interestrate
#useconomy
#macroeconomy
#cryptocurrency 
#crypto 
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding 
#redsea 
#podcast   
#economy 
#banking
#joebiden 
#election
#trump