Liquidity levels are improving in USDs and more may be upcoming via the depletion of the ON RRP. Will the Fed move towards more benign balance sheet policies over the course of the year? And how about a potential operation "Twist"? Meanwhile, China is allowing the public deficit to grow. Is China the next positive surprise? Guest: Joseph Wang aka. The Fed Guy

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The cyclical rotation of asset markets is ongoing and 
the Manufacturing sector seems to be improving by the month. 
The consensus is getting very upbeat on the US
growth picture but what about China and Europe?
Is the Rest of the World ready to beat expectations 
and do you own enough commodities in case?

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Guest of the week: Tracy Shuchart of https://hilltowerresourceadvisors.com/

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Assets are melting up right, left and center as the optimism around the
business cycle is improving. 
Is it fair to assume that countries outside of the US are improving? And how do you trade the cyclical comeback?
Crypto assets are also celebrating the cyclical uptick and we are joined by Mads Eberhardt to discuss the Crypto market post the launch of Bitcoin ETFs.

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We discuss the resurgence of US inflation, which rhymes well with our forward looking indicators. 
Will inflation return to 2% at all in this cycle? 
Our guest Freya Beamish of TS Lombard is not positive on China, but sees a strong structural case in Japan. 
Tune in! 

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Is the US recession called off and is it even possible to talk about a re-acceleration of the economy? 
Where does it leave the hopes for a cutting cycle from the Fed and how will asset markets respond? 

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Are we on the verge of war between the US and Iran? The Suez troubles continue but freight rates have leveled off somewhat despite growing tensions between the US and Iran. How close are we to an all in war? We look at the geopolitics and the ramifications for global markets with Jacob Shapiro of Cognitive Investments

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The hopes for a quick solution in the Red Sea are fading and the global inflation impact will likely be lasting. The crisis is now spreading from containers to dry bulk and energy. 

How will Chinese, European and US markets react to this?

Hosts: Andreas Steno, Mikkel Rosenvold and Emil Moller

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We are once again joined by our favourite global macro economist, Dario Perkins of TS
Lombard, to discuss the supply shock in the Red Sea. Will the freight rates wreak havoc with the 2024 cutting cycle consensus?

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US inflation is accelerating again but the market is yet to care. Meanwhile, freight rates
continue to rise on the back of increasing tensions in the Red Sea and goods inflation is
threatening to come back with a vengeance. Will the Fed forward pricing prove to be off? 
We discuss it with Bob Elliott of Unlimited Funds

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The situation in the Red Sea is worsening and freight rates are on the rise in some subsectors. Can the situation escalate into a new inflation spiral and what does it mean for the positive 2024 outlooks from right about every investment bank? 

We discuss the situation with a selection of analysts at Steno Research.

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