Macro Mondays – Détails, épisodes et analyse
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Informations techniques et générales issues du flux RSS du podcast.
Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold
Fréquence : 1 épisode/8j. Total Éps: 141
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.
We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world
The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)
Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe
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Qualité et score du flux RSS
Évaluation technique de la qualité et de la structure du flux RSS.
See allScore global : 69%
Historique des publications
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The Printer Is Coming
lundi 10 novembre 2025 • Durée 30:26
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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Is China Winning the Trade War?
lundi 3 novembre 2025 • Durée 28:08
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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Global Trade Rewired
jeudi 10 juillet 2025 • Durée 34:05
Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics to disucss Sweden's Inflation surprises, AI disrupting jobs, and the next phase of the trade war.
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#10 - A steeper curve to create a recession - Guest: Bob Elliot
dimanche 13 août 2023 • Durée 42:59
The yield curve inversion was never a recession signal. An uninversion and higher rates (via bear steepening) is needed to push the economy in to recession.
We discuss the allocation playbook given the knowledge we have on the yield curve with Bob Elliot, former Bridgewater and now CIO of Unlimited Funds.
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#9 - Coups, YCC and the big rotation trade
Saison 1 · Épisode 8
dimanche 6 août 2023 • Durée 38:47
Is the big rotation now ongoing in rates and equities after the BoJ steepened the JGB curve?
Find out as we discuss the bizarre developments in Niger, Jeddah and Japan in light of the material steepening of the USD curve.
You can find more on www.stenoresearch.com and use the exclusive code Macro30 to get 30% off your annual subscription.
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#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale
Saison 1 · Épisode 7
dimanche 30 juillet 2023 • Durée 43:03
From a technical recession in July-2022 to a widespread acceleration in July-2023. The US economy is not done performing and the interest rate sensitivity seems much smaller than usual.
What has changed in the US economy and is the soft landing an actual feasible scenario?
We host Darius Dale of 42 Macro for a discussion on the strenght of the US economy and how to trade it.
If you want more of our transparent and actionable research, you can use the code macro30 to get 30% off your subscription at www.stenoresearch.com
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#7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger
Saison 1 · Épisode 6
vendredi 28 juillet 2023 • Durée 13:03
Markets initially panicked after the Bank of Japan decision to move the needle on the yield curve control was leaked.
The new yield curve control regime is much more flexible, which can actually be seen as a positive.
We discuss the surprise decision by Bank of Japan in this short Breaking edition of “Macro Sunday”
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#6 - Geopolitical risks are back - Guest: Claus Vistesen
Saison 1 · Épisode 6
dimanche 23 juillet 2023 • Durée 33:19
Why is the EUR so resilient? And will it continue to be so in the wake of renewed geopolitical turmoil in the Eastern parts of the continent?
We welcome Claus Vistesen of Pantheon Economics to discuss the European case. A buy or a sell relative to expectations?
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#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins
Saison 1 · Épisode 5
dimanche 16 juillet 2023 • Durée 47:35
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 global Macro coverage and much more.
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#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro
Saison 1 · Épisode 4
dimanche 9 juillet 2023 • Durée 43:39
What's actually going on in Russia? Is the US taking a softer stance towards China with visits from both Blinken and Yellen? And what's going on with the suggested gold-based BRICS currency? We take a deep-dive into current geopolitics with analyst and director Jacob L. Shapiro of Cognitive Investments.
Read our continued geopolitical coverage as well as our 15-20 weekly macro articles at Stenoresearch.com. Sign up for a 14 day free trial and use the promo code 'macro30' for 30% off your first purchase.
Hosts: Andreas Steno and Mikkel Rosenvold
Guest: Jacob L. Shapiro (@JacobShapiro)
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