Macro Mondays
Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold
Macro Mondays #67 - How to position for the cutting season?
40 minutes Posted Sep 23, 2024 at 10:00 am.
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We digest the jumbo cut and take a deep dive into what our models tell us about the ideal positioning in this scenario.We also cover key risk areas - both in the Middle East and in the US hiring numbers.Check out the episode on youtube to see the graphs & videos we look at.Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, i...