Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the fallout from Fed Chair Jerome Powell’s Jackson Hole press conference, Trump’s attacks on Fed Governor Lisa Cook, and the growing political pressure on the FOMC. They also dive into U.S. equity flows, crypto volatility, China’s stock rally, and why investors may be underestimating ... Show More
Today
Will the Fed Cut in December?
<p>Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets after another tough week for markets.</p><p>🔥 *<em>You don&a ... Show More
26m 57s
Apr 2025
Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ... Show More
9m 2s
Feb 2025
US, Russia to Meet on Ukraine; Markets Cautious Amid Global Trade Tensions
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
17m 12s
Jul 2025
Trade tensions ease as US and EU strike a deal
The European Union and the United States have reached a significant trade agreement, substantially reducing the likelihood of an all-out trade war. While some details remain unclear, the markets have responded favourably to the announcement. In a related development, Chinese and ... Show More
10m 50s
Apr 2025
Talking Heads – Tariff turmoil clouds Europe’s economic outlook
A newly re-energised Europe, lifted by more concerted efforts to address lacklustre growth faces a fresh blow as US plans to re-engineer global trade threaten to sap investor and consumer confidence. Listen to Mario Pietrunti, Senior European Economist, as he explains the direct ... Show More
7m 46s