Macro Mondays #71 - the Polymarket effect

Has the volatile Polymarket betting on the US Presidential Election boosted the USD and what does this tell us about markets and the likely reception of a Trump win?

We cover the outlook for US inflation and growth as well as the ECB cutting season and the chances of a jumbo cut at their next meeting.

Read more about Andreas' new macro strategy right here: stenoglobalmacro.com/";
Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. Go to realvision.com/metals for more information.

Check out the episode on youtube to see the graphs & videos we look at.

Remember to check out the links below.

FREE macro newsletter - stenoresearch.com/free

Find out more at www.stenoresearch.com/subscribe

Host: Andreas Steno & Mikkel Rosenvold

Find our Crypto coverage here -
stenoresearch.com/category/crypto-moves

If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ tinyurl.com/23hp3vah
🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision rvtv.io/3YOZZUe
Connect with Real Vision™ Online:
YouTube: youtube.com/@RealVisionFinance
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Website: rvtv.io/3Y4t5Pw

Disclaimer: media.realvision.com/wp/20231004185303/Disclai…