Andreas Steno Larsen
@AndreasSteno
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CIO @ Steno Global Macro Fund + CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision
Copenhagen
Joined April 2017
Spot on from the tax based model.
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Think about if the Fed cuts into this rebound with a new puppet as chair - could turn out to be the mother of debasement trades in Commods and Tech.
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Almost too strong.
A soft NFP today is unlikely to be perceived as bad news imho.
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A soft NFP today is unlikely to be perceived as bad news imho.
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RT @BittelJulien: The ISM printing below 50 for what feels like an eternity has been mind-numbingly dull… but this too shall pass… https://….
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Judging from the sectors that were weak in the ADP report, we are mostly talking about productivity fuelled gains via AI . That is not bearish (for high beta risk) - the market is right to reprice higher. Let’s see NFP details tomorrow.
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Nothing as a soft job report to fire up risk taking 🚀.
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ADP job numbers in negative . Who is ready for another round of recession doom on X?.
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Business Announcement: Steno Research Sold. Strategic JV Signed. The past few years have been both fantastic and, frankly, insane. So here’s the headline: My business partner Mikkel Rosenvold and I have sold Steno Research and entered a strategic joint venture with
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Wall of worry continues even as US macro data is doing better than feared
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*POWELL: WOULDN'T TAKE ANY MEETING OFF TABLE, DEPENDS ON DATA. A door open for July. That is admittedly interesting.
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RT @RaoulGMI: I did say that corporate world will generally choose Ethereum. Was obvious and it won't be exclusively Ethereum, obviously. B….
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RT @AndreasSteno: Could Trumps push to get a new chair weaken the USD another 20%? . Judging from historical comparisons from other countri….
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RT @RealVision: 💥 A 25% dollar move? It’s no longer unthinkable. @AndreasSteno ft @RosenvoldGeo for #MacroMondays. This scenario is now re….
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RT @RaoulGMI: The end of public vs private markets is beginning. Capital formation too is more efficient in crypto markets. Lending markets….
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Could Trumps push to get a new chair weaken the USD another 20%? . Judging from historical comparisons from other countries it is now a feasible setup . Full read @RealVision
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