Macro Sunday #36 - Recession called off? Guest: Mikael Sarwe

02/11/24 • 57 min

Is the US recession called off and is it even possible to talk about a re-acceleration of the economy?
Where does it leave the hopes for a cutting cycle from the Fed and how will asset markets respond?
Remember to go to www.stenoresearch.com - launch of portfolios, 14 day free trial.
Hosts: Andreas Steno, Mikkel Rosenvold & Emil Møller
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking

Previous Episode

Macro Sunday #35 - War between the US and Iran? Guest: Jacob Shapiro

Are we on the verge of war between the US and Iran? The Suez troubles continue but freight rates have leveled off somewhat despite growing tensions between the US and Iran. How close are we to an all in war? We look at the geopolitics and the ramifications for global markets with Jacob Shapiro of Cognitive Investments
Hosts: Andreas Steno & Mikkel Rosenvold.
14 day free trial at www.stenoresearch.com
If you enjoy our content, Please subscribe to our Youtube Channel
➡️ https://tinyurl.com/23hp3vah
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking

Next Episode

Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish

We discuss the resurgence of US inflation, which rhymes well with our forward looking indicators.
Will inflation return to 2% at all in this cycle?
Our guest Freya Beamish of TS Lombard is not positive on China, but sees a strong structural case in Japan.
Tune in!
Find our latest insights on inflation here - https://stenoresearch.com/watch-series/g3-inflation-wage-watch-us-inflation-will-not-return-to-2-this-cycle/
Remember to go to www.stenoresearch.com - 14 day free trial.
Hosts: Andreas Steno & Mikkel Rosenvold.
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking