We assess the fallout from the Presidential election. How long will the Trump wave last and what's hiding behind it all in the macro world?

Host: Andreas Steno & Mikkel Rosenvold

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

www.youtube.com/@RealVisionFinance/podcasts

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As the election looms we take a closer look at the bond market in the aftermath of an abysmal jobs report on Friday. We also preview Fed and BoE meetings and Chinese stimulus news.

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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Host: Andreas Steno & Mikkel Rosenvold

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We take a closer look at the upcoming wave if liquidity expected from the US Fed. How is Andreas Steno positioned for this and how can you prepare?

We also dive into the current sell off in oil and rising bond yields - plus a very interesting election result in Japan

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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Host: Andreas Steno & Mikkel Rosenvold

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Has the volatile Polymarket betting on the US Presidential Election boosted the USD and what does this tell us about markets and the likely reception of a Trump win?

We cover the outlook for US inflation and growth as well as the ECB cutting season and the chances of a jumbo cut at their next meeting.

Read more about Andreas' new macro strategy right here: www.stenoglobalmacro.com"

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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Host: Andreas Steno & Mikkel Rosenvold

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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.

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

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Host: Andreas Steno & Mikkel Rosenvold

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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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Host: Andreas Steno & Mikkel Rosenvold

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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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Host: Andreas Steno & Mikkel Rosenvold

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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.

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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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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

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

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

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