Join the team this week for a discussion on the PCI report, Chinas weather, the business cycle watch & much more.

Guest: Marvin Barth - Thematic Markets.
https://thematicmarkets.com/
https://twitter.com/marvinjbarth

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Host: Andreas Steno & Mikkel Rosenvold

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CHAPTERS -
00:00. Introduction
02:04. CPI report hot as Greece
06:30. China - air pollution
15:51. Interview - Marvin Barth
46:00. Business cycle watch
50:00. Portfolio News


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#joebiden
#election
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The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more.
Join in on the discussion!

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CHAPTERS -
00:00. Introduction
02:26. Freddie Mac Proposal
08:36. Trump Hush Money & Dollar
15:44. Israel & Boeing
22:38. Rents & Inflation
29:50. Portfolio News


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#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump

The team takes a look at the US economy, the Trump & interest rate situation, China / Singapore and the crypto news.

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Host: Andreas Steno & Mikkel Rosenvold

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CHAPTERS -
00:00. Introduction
01:33. US economy
10:04. Trump on interest rate
16:12. China / Singapore
24:24. Crypto news
30:10. Outro


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We are sorry to inform you that this weeks episode has to be postponed to next week, due to reason out of our hands.
We wish you a great sunday and hope to see you again next week.

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#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
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#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
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#joebiden
#election
#trump

We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US?

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Host: Andreas Steno & Mikkel Rosenvold

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CHAPTERS -
00:00. Introduction
02:46. Sour Equities?
09:32. Iranian Attack
15:20. Interview - Vincent Deluard
39:48. "Sticky-er" Inflation?
43:28. Portfolio News


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#economy
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#joebiden
#election
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We host Danny Dayan for a discussion on the accelerating US inflation picture. Could the Fed move towards a neutral stance in June and a hike in 2025? Danny says yes and offers his compelling arguments

Host: Andreas Steno & Mikkel Rosenvold

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CHAPTERS -
00:00. Introduction
03:00. US CPI
06:55. Commodity Rally?
11:00. Interview - Danny Dayan
39:50. China Preparing?
46:30. Portfolio News


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#usgdp
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#usrecession
#softlanding
#redsea
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#economy
#banking
#joebiden
#election
#trump

Is the business cycle sending fake signals again, and is it fair that markets have priced out the entire recession risk? How will inflation assets thrive in Q2 given the Manufacturing rebound and are commodities, especially within metals, overbought in light of this? We take the discussion with former CO-CIO of Bridgewater Bob Elliot who is now running the investment office at Unlimited Funds.

Host: Andreas Steno & Mikkel Rosenvold

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CHAPTERS -
00:00. Introduction
02:20. Cyclical upswing?
12:32. Interview - Bob Elliot
32:26. The Geopolitical situation
36:00. Portfolio news


#economics
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#mortgageinterestrates
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#economicrecession
#usrecession
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#economy
#banking
#joebiden
#election
#trump

This week on Macro Sunday we take a look at Brr-man Powell, USD inflation, what happened in Russia, how to trade a Biden win & much more. Join us!

Host: Andreas Steno & Mikkel Rosenvold
Guest: Dario Perkins, TS Lombard

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CHAPTERS -
00:00. Introduction
03:00. Head Fake Reflation
13:18. Interview - Dario Perkins
39:00. Geopolitics - Russia, Netanyahu
48:52. Portfolio news


#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump