Macro Mondays
by Andreas Steno Larsen and Mikkel Rosenvold
Latest episode
Do The Midterms Matter for Market Liquidity?
Do The Midterms Matter for Market Liquidity?
About this podcast
Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content.
We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world
The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)
Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe
Episodes
The newest 20 of 158 episodes
- Do The Midterms Matter for Market Liquidity? · 28 minWith the U.S. midterm elections just one day away, Andreas Steno and Mikkel Rosenvold are back to break down the forces shaping markets as November gets underway. They examine…
- Why AI Is NOT the Next Dot-Com Bubble · 28 minndreas Steno and Mikkel Rosenvold are back to challenge one of the biggest narratives in markets: that the AI boom is simply another dot-com bubble waiting to burst. They break…
- Is Inflation About to Derail the Rally? · 24 minAndreas Steno of Steno Research is flying solo on this week's Macro Mondays, breaking down the latest inflation signals and what they mean for the market outlook. With energy…
- How Much Longer Can This Cycle Run? · 31 minAndreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle…
- Is the yield curve inverted? · 27 minApologies for the late upload! We cover the inversion of the yield curve and what that tells us about the business cycle and the outlook for equities. We also discuss the impasse…
- Are Markets About to Take Off Again? | September 21, 2026 · 26 minAndreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving…
- Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026 · 31 minAndreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new…
- Is Risk-On Too Risky? | August 31, 2026 · 29 minAndreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest…
- Are Markets About to Rip Higher?| August 24, 2026 · 31 minAndreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break…
- Inflation Is Cooling, So What Is the Fed Seeing? | Macro Mondays: August 17, 2026 · 31 minAndreas Steno and Mikkel Rosenvold are back for another episode of Macro Mondays, boiling down the latest topics, from why the Fed may still be overreading inflation risks to why…
- Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026 · 26 minAndreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They…
- U.S. Rescues The Yen | Macro Mondays August 3, 2026 · 26 minAndreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the yen and…
- China Just Shocked The AI Race | Macro Mondays: July 20, 2026 · 30 minAndreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations…
- Why Did the Iran War Restart? | Macro Mondays July 13, 2026 · 32 minAndreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean…
- The Fed's Mistake | Macro Mondays: July 6, 2026 · 31 minAndreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why…
- Is Everyone Wrong About the Dollar? | Macro Mondays: June 26, 2026 · 31 minAndreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in…
- Is Oil Still Flowing? | Macro Mondays: Monday, June 22, 2026 · 24 minAndreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about…
- Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays · 25 minAndreas Steno is back to break down recent market volatility, unpacking all the key drivers, from global liquidity dynamics to the evolving peace deal between the U.S. and Iran…
- Panic or No Panic? | Macro Mondays: June 8, 2026 · 29 minAndreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is…
- 3 Banger Trades For June | Macro Mondays: June 1, 2026 · 30 minAndreas Steno Larsen and Mikkel Rosenvold are back to break down the key macro themes driving markets into June. From the latest developments in Iran to bottlenecks and bitcoin…
