Podcast Episodes
Back to Search#9 - Coups, YCC and the big rotation trade
Season 1 Episode 8
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,…
2 years, 5 months ago
#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale
Season 1 Episode 7
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 sensit…
2 years, 5 months ago
#7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger
Season 1 Episode 6
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 reg…
2 years, 5 months ago
#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 welco…
2 years, 5 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 ha…
2 years, 5 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…
2 years, 6 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…
2 years, 6 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 in…
2 years, 6 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 collea…
2 years, 6 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 an…
2 years, 6 months ago