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

02/18/24 • 46 min

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/
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Hosts: Andreas Steno & Mikkel Rosenvold.
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#trading
#interestrate
#useconomy
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#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
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Previous Episode

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

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

Next Episode

Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt

Assets are melting up right, left and center as the optimism around the
business cycle is improving.
Is it fair to assume that countries outside of the US are improving? And how do you trade the cyclical comeback?
Crypto assets are also celebrating the cyclical uptick and we are joined by Mads Eberhardt to discuss the Crypto market post the launch of Bitcoin ETFs.
Find our FREE newsletter here - https://stenoresearch.com/free/
Find our Crypto offering - https://stenoresearch.com/category/crypto-moves/
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
#crypto