How to Trade the Geopolitical Firehose

Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics to disucss Sweden's Inflation surprises, AI disrupting jobs, and the next phase of the trade war. 

NOTE: This episode was recorded and streamed on Monday, before the Iranian strikes on Qatar and the subsequent cease-fire. To watch the show live in the future, follow Macro Mondays on Youtube: https://www.youtube.com/watch?v=CvQWgrDu1KI&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&in ... Show More

Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and trends driving global markets. From escalating Ukraine-Russia tensions and the Israel-Iran standoff to the latest ... Show More

Donald Trump hoped Vladimir Putin would agree to a ceasefire in Ukraine. Instead he made marginal concessions, then launched a missile attack. Our correspondent assesses the implications. Tesla’s falling sales are not just down to Elon Musk’s politics (9:42). And a flowering of l ... Show More

Today's slide deck: https://bit.ly/4jdtaZ6 - After Trump's 90-day delay on reciprocal tariffs, we have a short window of time to find out how the global geopolitical order will shape up from here as US trading partners scramble to make deals with the US on trade. Will they be wil ... Show More

The U.S. and China just launched the most explosive trade war in decades. Tariffs are hitting 145%, markets are in chaos, and even the bond market is blinking red. In this weekend's deep dive, we break down what triggered the escalation, how China’s WTO entry set this all in ... Show More

Listen to Eric Robertsen, Global Head of Research & Chief Strategist, and Sarah Hewin, Head of Research, Europe and the Americas, as they examine how monetary policy decisions by the US Fed and other central banks, evolving geopolitical conditions, and key elections in several co ... Show More

Grab your briefcase, we’re heading into the negotiation room, to find out about the art of the trade deal.With deals being drawn up around the world, and many more negotiations underway, we speak to experts and negotiators about overcoming stalemates and bargaining chips. And we ... Show More

On today's episode, Bloomberg's Michael Heath discusses the latest on planned discussions between Russia and the United States to bring an end to the Russia-Ukraine War. Fred Neumann, Chief Asia Economist at HSBC, shares his market outlook amid boiling global trade tensions. Plus ... Show More

As US national security advisor Jake Sullivan starts his three-day trip to China, we discuss what to expect from crucial talks between the two countries on issues including Taiwan, trade and the South China Sea. Plus: Ukrainian member of parliament, Kira Rudik, joins Andrew Muell ... Show More

There is no simplistic split of sentiment about Vladimir Putin’s war in Ukraine. But what most Russians want is a return to normal that now seems impossible. Our The World Ahead series continues with a look at what is to come in British politics (9:16). And the delicate business ... Show More