Macro Sunday

Macro Sunday #33 - A new supply shock? Guest: Dario Perkins

January 21, 2024 Andreas Steno Larsen
Macro Sunday #33 - A new supply shock? Guest: Dario Perkins
Macro Sunday
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Macro Sunday
Macro Sunday #33 - A new supply shock? Guest: Dario Perkins
Jan 21, 2024
Andreas Steno Larsen

We are once again joined by our favourite global macro economist, Dario Perkins of TS
Lombard, to discuss the supply shock in the Red Sea. Will the freight rates wreak havoc with the 2024 cutting cycle consensus?

This is your last chance to get 30% off on your yearly subscription at
www.stenoresearch.com - use macro30 to get 30% off today!


Hosts: Andreas Steno & Emil Møller

If you enjoy our content, Please subscribe to our Youtube Channel 
➡️ https://tinyurl.com/23hp3vah

#podcast 
#economy 
#banking 
#economics 
#trading  
#interestrate
#useconomy
#macroeconomy
#cryptocurrency 
#crypto 
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding

Show Notes

We are once again joined by our favourite global macro economist, Dario Perkins of TS
Lombard, to discuss the supply shock in the Red Sea. Will the freight rates wreak havoc with the 2024 cutting cycle consensus?

This is your last chance to get 30% off on your yearly subscription at
www.stenoresearch.com - use macro30 to get 30% off today!


Hosts: Andreas Steno & Emil Møller

If you enjoy our content, Please subscribe to our Youtube Channel 
➡️ https://tinyurl.com/23hp3vah

#podcast 
#economy 
#banking 
#economics 
#trading  
#interestrate
#useconomy
#macroeconomy
#cryptocurrency 
#crypto 
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding