Andreas Steno

Andreas Steno, a macro researcher at Steno Research, joins to dissect current macroeconomic trends. He discusses the implications of a potential US government shutdown and why it's perceived as manageable. The duo delves into Eric Trump's Bitcoin remarks, assessing market sentiment and liquidity. Andreas also highlights the significant foreign equity flows into the US, revealing investor preferences. Additionally, he examines the competition between the US and China in AI capital expenditures, uncovering investment insights and potential value opportunities.

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Andreas Steno discusses inflation resurgence, labor market impact, and contrarian view on Fed rate hike. Talks about challenges in Europe, labor market shifts, and asset market rebound. Highlights implications for markets and portfolio construction amid inflation. Explores global market trends, China's economic challenges, and real estate crisis impact on Western financial system.

Andreas Steno, en investeringsekspert, advarer om en udfordrende september for tech-giganter, mens Mikkel Rosenvold analyserer den overdrevne panik på den geopolitiske scene. De diskuterer, hvordan rentenedsættelser og markedstendenser påvirker aktiemarkedets fremtid. Samtidig kigger de på guldpriserne som en sikker havn i usikre tider, med fokus på lande som Polen, der øger deres reserver. Anders Olsen bidrager med at navigere i denne komplekse finansielle labyrint.

Andreas Steno, a macroeconomic commentator, and Darius Dale, founder of 42 Macro, dive into the U.S. economy's current state. They discuss the shifting inflation cycle, predicting a tough path towards the Fed’s 2% target, potentially settling at 3%. Labor market dynamics are examined, highlighting rising unemployment and its impact on economic cycles. They also tackle asset allocation strategies amid volatility, evaluating risks in markets and the implications of an upcoming Fed cutting cycle on investment decisions.