AndreasStenoLarsen
CEO at Steno Research. Macro aficionado, investment analyst and Madridista. Host/Editor @ Real Vision. Host: "The Macro Trading Floor" podcast.
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Has global liquidity already bottomed? It ought to have massive consequences for asset allocation in case A 𧡠1/n https://t.co/ishIDMXweL
5 things you HAVE to watch in Global Macro 1/n
80 Trillion USD in missing debt? I have seen so many atrocious takes on this story, that I feel the need to clarify a few things A thread 1/n
The CPI report came in Thursday with headline at 7.7% and core at 6.3%, both lower than expected. And boy oh boy did risk assets like that. Everything was partying like there was n...
What's going on in the MOST important market world-wide currently? Let's have a look at commodity markets! A thread 1/n
One of the most scary days in European history of energy supplies A thread 1/n
A new positive surprise, BUT also with firm evidence that the peak is in A short thread on US inflation 1/n