#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins

07/16/23 • 47 min

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 Inflation Report. What is ahead for inflation after this dovish report and will central banks pause in a coordinated fashion from August and onwards?
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#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro

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 a deep-dive into current geopolitics with analyst and director Jacob L. Shapiro of Cognitive Investments.
Read our continued geopolitical coverage as well as our 15-20 weekly macro articles at Stenoresearch.com. Sign up for a 14 day free trial and use the promo code 'macro30' for 30% off your first purchase.
Hosts: Andreas Steno and Mikkel Rosenvold
Guest: Jacob L. Shapiro (@JacobShapiro)

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#6 - Geopolitical risks are back - Guest: Claus Vistesen

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 the European case. A buy or a sell relative to expectations?
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