Podcast Episodes
Back to Search#6 - Geopolitical risks are back - Guest: Claus Vistesen
Season 1 Episode 6
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…
Published on 2 years, 2 months ago
#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins
Season 1 Episode 5
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 Inf…
Published on 2 years, 2 months ago
#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro
Season 1 Episode 4
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 …
Published on 2 years, 2 months ago
The weird resilience of the EUR - Guest: Jens Nordvig
Season 1 Episode 3
The EUR and European equities have proven surprisingly resilient to a string of weak data from Europe. Why is the EUR trade not rolling over? Andreas Steno hosts fellow Dane Jens Nordvig for a discus…
Published on 2 years, 2 months ago
Housing rebounds - time to call off the recession? Guest: Warren Pies
Season 1 Episode 2
Housing is rebounding and all the sudden the central bank hawks are back on parade. Is it time to call off the recession or will the downside risk increase due to central banks misreading the situati…
Published on 2 years, 2 months ago
3 reasons why EUR liquidity is a MUST watch over summer
Season 1 Episode 1
Welcome to the inaugural episode of Macro Sunday. Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their …
Published on 2 years, 3 months ago
Welcome to Macro Sunday!
Season 1
Welcome to our new podcast - Macro Sunday. Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views o…
Published on 2 years, 3 months ago