How to Trade the Geopolitical Firehose

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research go live to unpack the latest in global macro. From Trump’s surprising “strong dollar” definition to the Alaska peace talks, they explore how geopolitics, tariffs, and dollar policy intersect with markets. Plus, a look ah ... Show More

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

Chris Cappy analyzes the stalled peace efforts between Russia and Ukraine, Trump’s shifting stance, and how battlefield momentum favors Russia. He breaks down sanctions, tariffs, and China’s covert role, warning the war could expand into a broader global confrontation if pressure ... Show More

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research, examine the outlook for the US dollar, inflation, global trade flows, EM central bank policy and EM FX amid the US-led global trade war. They also identify ... 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

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine financial markets at the midpoint of the year, including the impact of the upcoming tariff deadline, geopolitical uncertainty, oil price volatility, ... 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

For months, Donald Trump has appeared to back Vladimir Putin. Now, frustrated at the lack of a ceasefire and fed up with Russia, the US president is offering to send weapons to Kyiv. Trust-busters are investigating a whiff of price-fixing in the perfume industry. And why bilingua ... 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