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Macro Mondays #66 - 25BP or 50BP? And how to position

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Manage episode 440228444 series 3484981
Content provided by Andreas Steno Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andreas Steno Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We evaluate last week's key CPI numbers and look ahead to the FOMC meeting this week. While a cut seems destined, it's going to be extremely key whether the Fed opts for a 25 or 50 bp cut. We gauge the chances and talks positioning - including Fixed Income and Commodities.
Check out the episode on youtube to see the graphs & videos we look at.
Remember to check out the links below.
Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
15% Discount Code: realvision
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah

  continue reading

99 episodes

Artwork
iconShare
 
Manage episode 440228444 series 3484981
Content provided by Andreas Steno Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andreas Steno Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We evaluate last week's key CPI numbers and look ahead to the FOMC meeting this week. While a cut seems destined, it's going to be extremely key whether the Fed opts for a 25 or 50 bp cut. We gauge the chances and talks positioning - including Fixed Income and Commodities.
Check out the episode on youtube to see the graphs & videos we look at.
Remember to check out the links below.
Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
15% Discount Code: realvision
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah

  continue reading

99 episodes

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