Artwork

Indhold leveret af Andreas Steno Larsen. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Andreas Steno Larsen eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

Macro Mondays #64 - Was the H1 Rebound a fake?

33:42
 
Del
 

Manage episode 437902516 series 3484981
Indhold leveret af Andreas Steno Larsen. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Andreas Steno Larsen eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs?

We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week too.

Check out the episode on youtube to see the videos & memes we look at.
Remember to check out the links below.
Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
15% Discount Code: realvision
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah

  continue reading

74 episoder

Artwork
iconDel
 
Manage episode 437902516 series 3484981
Indhold leveret af Andreas Steno Larsen. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Andreas Steno Larsen eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs?

We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week too.

Check out the episode on youtube to see the videos & memes we look at.
Remember to check out the links below.
Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
15% Discount Code: realvision
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah

  continue reading

74 episoder

Todos los episodios

×
 
Loading …

Velkommen til Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Hurtig referencevejledning