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Business

Macro Mondays

by Andreas Steno Larsen and Mikkel Rosenvold

Today: #163 in Business, Brazil on our combined chart.

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Ranking history · Brazil

Latest daily rankings: Oct 21. New rankings will appear after the next update.

History builds daily. We started tracking this show on the Business, Brazil chart recently, so the trend line appears after a second day of data.
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DateCombined RankApple Podcasts
Oct 21#163#139

Latest episodes

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    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…

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  • Is the yield curve inverted?

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  • Are Markets About to Take Off Again? | September 21, 2026

    September 21, 2026 · 26 min

    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

    September 14, 2026 · 31 min

    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…

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  • Is Risk-On Too Risky? | August 31, 2026

    August 31, 2026 · 29 min

    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

    August 24, 2026 · 31 min

    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

    August 17, 2026 · 31 min

    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…

  • Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026

    August 10, 2026 · 26 min

    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…

  • U.S. Rescues The Yen | Macro Mondays August 3, 2026

    August 3, 2026 · 26 min

    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…

  • China Just Shocked The AI Race | Macro Mondays: July 20, 2026

    July 19, 2026 · 30 min

    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…

  • Why Did the Iran War Restart? | Macro Mondays July 13, 2026

    July 13, 2026 · 32 min

    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…

Full episode archive on Apple Podcasts →

About the show

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 worldThe 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