Macro Mondays
Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content.
We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world
The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)
Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe
Macro Mondays
Panic or No Panic? | Macro Mondays: June 8, 2026
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Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer.
Timestamps:
01:05 - Macro Mondays: Red Friday, Jobs Shock, and Middle East Risk
03:15 - Real Vision Updates, Alpha Access, and This Week’s Schedule
05:40 - What Actually Caused Friday’s Market Selloff?
07:21 - Nasdaq Damage, CTA Flows, and Why the Straight-Line Rally Is Over
09:45 - Was Friday a VaR Shock and What Happens Next?
12:06 - The Jobs Report, World Cup Hiring, and Why Payrolls Beat Expectations
14:07 - Kevin Warsh, the Fed, and Why Rate Cuts Just Got Harder
17:38 - SpaceX IPO, Big Tech Equity Raises, and the Liquidity Squeeze
22:01 - The One Chart to Watch: AI Token Pricing and the Data Center Trade
24:37 - Iran, Israel, and Why Markets Still Aren’t Panicking
27:24 - Oil, Fertilizer, and Why the Hormuz Crisis Trade Keeps Fading
#macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics #markets #Iran #jobs
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