#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald

09/24/23 • 59 min

Are the central banks on pause or not? We cover all the CB decisions/non-decisions this week and talk to former President of the Atlanta Fed and former FOMC member Dennis Lockhart to get his view on the central bank situation. How does Dennis view the FOMC meeting and the US economy in general?
Afterwards, we call up Frances Donald, Global Chief Economist at Manulife Investment for some great analysis of the current situation. What are the right bets in markets and will risk assets surge as they did in 2007?
Remember to get 30% off your first three purchases at www.stenoresearch.com with the coupon code 'macro30'.
Hosts: Andreas Steno Larsen and Emil Møller

Previous Episode

#15 - Was that a pause from Lagarde?

Has the anti-Europe trade become the consensus or is there still juice in the story? We discuss the prospects of European gas storages and the ongoing recession in the North of the continent. Can Europe surprise negatively and will that surprise the ECB? Should you actually watch Southern Europe and not Northern Europe from here on?
We also discuss the differences between the U.S. and European labour markest post-pandemic. Why are we not seeing ghost towns in Europe and what does this mean for markets?
Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com
Hosts: Andreas Steno Larsen and Mikkel Rosenvold

Next Episode

#17 - The Nuclear Option

Is the day of reckoning for nuclear power here at last? After years of stagnation, markets are beginning to show some promise for nuclear technology. Today, we'll examine the state of nuclear energy and delve into the current conditions of the commodity and energy markets with John Ciampaglia, CEO of Sprott Asset Management.
Remember to get 30% off your first three purchases at www.stenoresearch.com with the coupon code 'macro30'.
Hosts: Andreas Steno Larsen and Emil Møller