Macro Mondays

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

We take a closer look at Jay Powell's Jackson Hole Speech and gauge the unemployment and inflation outlook for the US. Furthermore, we dive into the USDJPY trade and why Powell's cutting season might be a catastrophe for Ueda and Japan 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

This week we take a look at whats going on in the Ukraine, advisors taking a pessimistic turn, where is liquidity headed & is it time to buy again? Joining us is Bob Elliott from Unlimited Funds. https://x.com/bobeunlimited 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

This week we take a look at the macro regime model, is it time to buy again, where is liquidity headed & what is going on in the Ukraine? Join us! 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

This week we take a look at the Fed meeting and how it went, the middle east turmoil, the BoJ aftermath and much more! 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