Macro Mondays

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. 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

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

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