Liquidity levels are improving in USDs and more may be upcoming via the depletion of the ON RRP. Will the Fed move towards more benign balance sheet policies over the course of the year? And how about a potential operation &quot;Twist&quot;? Meanwhile, China is allowing the public deficit to grow. Is China the next positive surprise? Guest: Joseph Wang aka. The Fed Guy 14 day free trial - https://stenoresearch.com/subscribe/ FREE macro newsletter - https://stenoresearch.com/free/ Check out 👉 https://fedguy.com/ Hosts: Andreas Steno &amp; Mikkel Rosenvold. If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah #economics  #trading   #interestrate #useconomy #macroeconomy #cryptocurrency  #crypto  #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding  #redsea  #podcast    #economy  #banking #joebiden  #election

Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt

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 worldThe 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)&nbsp; Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe