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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 stenoresearch.com/subscribe
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Do The Midterms Matter for Market Liquidity?
With 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 the battle for control of Congress and what the outcome could me
Why AI Is NOT the Next Dot-Com Bubble
ndreas 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 down why today's AI investment cycle may be fundamentally diffe
Is Inflation About to Derail the Rally?
Andreas 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 prices and input costs rising, is another inflation shock on the
How Much Longer Can This Cycle Run?
Andreas 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 economy starting to pile up? They also head to Europe, where surgin
Is the yield curve inverted?
Apologies 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 in US-Iran negotiations and the US-China summit. 🔥 Get 𝗙𝗥�
Are Markets About to Take Off Again? | September 21, 2026
Andreas 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 lower, are the conditions falling into place for another leg
Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026
Andreas 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 hiking cycle is starting to emerge, and what it all means for
Is Risk-On Too Risky? | August 31, 2026
Andreas 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 escalation in the Middle East following U.S. attacks on Larka
Are Markets About to Rip Higher?| August 24, 2026
Andreas 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 down Scott Bessent’s latest intervention in bond markets and
Inflation Is Cooling, So What Is the Fed Seeing? | Macro Mondays: August 17, 2026
Andreas 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 Donald Trump ordered a pullback on military exercises in Sout
Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026
Andreas 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 break down Andreas’ latest convictions on where we are in the b
U.S. Rescues The Yen | Macro Mondays August 3, 2026
Andreas 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 what the market reaction says about currencies, rates, and the
China Just Shocked The AI Race | Macro Mondays: July 20, 2026
Andreas 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 between the U.S. and Iran are reshaping energy markets. And what of
Why Did the Iran War Restart? | Macro Mondays July 13, 2026
Andreas 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 chip exports and what it tells us about the health of the AI tr
The Fed's Mistake | Macro Mondays: July 6, 2026
Andreas 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 inflation may be falling faster than policymakers expect, whe
Is Everyone Wrong About the Dollar? | Macro Mondays: June 26, 2026
Andreas 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 the U.S.–Iran ceasefire are, and previews a consequential week f
Is Oil Still Flowing? | Macro Mondays: Monday, June 22, 2026
Andreas 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 energy flows through the Strait of Hormuz, how oil markets have r
Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays
Andreas 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, which has seemingly opened the Strait of Hormuz. But is the de
Panic or No Panic? | Macro Mondays: June 8, 2026
Andreas 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 really saying about growth, labor markets, liquidity, and the
3 Banger Trades For June | Macro Mondays: June 1, 2026
Andreas 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, they unpack what could become the next key trades, and whether
Is Iran War Deal Imminent? | Macro Mondays: May 25, 2025
Real Vision’s Mikkel Rosenvold and Andreas Steno Larsen break down the latest market reaction to reports of a possible Strait of Hormuz deal, what it could mean for oil and inflation, and why the next phase of the market may depend on wheth
Are Markets Ignoring Inflation? | Macro Mondays: May 18, 2026
Andreas Steno and Mikkel Rosenvold are back to break down the aftermath of the highly anticipated meeting between Donald Trump and Xi Jinping. They also dive into rising bond yields, whether markets should start worrying about rates again,
It’s Beginning To Look A Lot Like COVID! | Macro Monday's May 11, 2026
Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today’s macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supply chain pressures. Additionally, they a
Inflation Inbound? | Macro Mondays: May 4, 2026
Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, askin
The Rally Nobody Believes In | Macro Mondays: April 27, 2026
Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom out to the global growth picture, explo
War, Oil & Liquidity - What’s Driving Markets Now! | Macro Monday: April 20, 2026
As the ceasefire between the U.S. and Iran falters, bringing oil flows back under pressure, Andreas Steno Larsen and Mikkel Rosenvold break down the geopolitical fallout, from jet fuel shortages to shifting supply dynamics. 🔥 Get 𝗙𝗥𝗘𝗘
Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026
Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas Steno and Mikkel Rosenvold break down the
Why Markets Are Resilient? | Macro Mondays: April 6, 2026
As tensions between the U.S. and Iran drive volatility in oil markets and raise fresh inflation concerns, Andreas Steno Larsen and Mikkel Rosenvold break down the implications for global growth, central bank policy, and risk assets. ** We a
Risk Isn’t Gone | Macro Mondays: March 30, 2026
Steno Research founder and CEO, Andreas Steno, is back with co-host Mikkel Rosenvold, to dive into the latest headlines in macro. As the Iran war enters its fifth week, Andreas and Mikkel analyze a growing disconnect between market pricing
The Real Risk Goes Beyond War | Macro Mondays: March 23, 2026
Steno Research founder and CEO Andreas Steno is back with his co-host, Steno Research’s head of geopolitics, Mikkel Rosenvold, to break down the latest global drivers in macro. In this episode, with bond yields already rising and central ba
