Andreas Steno and Emil Moller of Steno Research host Dario Perkins of TS Lombard for a discussion the recession that never arrived. Steno Research had a tremendous trading week after acing the US Inflation Report. What is ahead for inflation after this dovish report and will central banks pause in a coordinated fashion from August and onwards?Remember that you can use the exclusive code “Macro30” to get 30% off your subscription at www.stenoresearch.com - live portfolio, quant tools and full ...

#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins

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 loads of actionable content.

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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 RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/FREE macro newsletter - https://stenoresearch.com/free/If you enjoy our...

Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal

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 RosenvoldFind 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 Chann...

Macro Sunday #47 - Trump handling interest & China / Singapore

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 &n...

Macro Sunday #47 - POSTPONED TO NEXT WEEK

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 RosenvoldFind our Crypto coverage here -https://stenorese...

Macro Sunday #46 - Inflation in developed markets but not in emerging markets?

We host Danny Dayan for a discussion on the accelerating US inflation picture. Could the Fed move towards a neutral stance in June and a hike in 2025? Danny says yes and offers his compelling argumentsHost: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/For a 2-week free trial -https://stenoresearch.com/subscribe/FREE macro newsletter - https://stenoresearch.com/free/If you enjoy our content, Please subscribe to our Youtube C...

#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins

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