Will the Fed's Next Move Trigger a "Liquidity Tsunami"?
🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw. Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, for another edition of Macro Mondays. This week, they analyze current global economic conditions, geopolitical risks in the Middle East and Japan, Fed liquidity strategies, and potential impacts on markets, inflation, and oil prices ahead of the upcoming U.S. election. Recorded on October 28, 2024
Timestamps:
00:00 – Introduction to Macro Mondays with Mikkel and Andreas
01:04 – Insights into U.S. Election Campaign Dynamics
02:43 – Market Reaction and Election Polling Observations
03:11 – Importance of Voter Turnout and Polling Accuracy
04:12 – Focus on U.S. Senate and House Control in Elections
04:38 – Fed’s Liquidity Projections and Upcoming Tsunami
05:14 – Market Sentiment: Risk Assets and MicroStrategy
06:19 – Federal Reserve’s Reverse Repo Facility Analysis
07:26 – Potential QT Adjustments Post-Election
08:30 – Real Vision Community Invite
09:03 – U.S. Debt Ceiling and Political Impact on Liquidity
10:06 – Treasury General Account and Issuance Plans
11:16 – Term Premium and Bond Yields Outlook
12:22 – Impact of Middle East Tensions on Oil Prices
14:28 – Geopolitical Risk and Oil Price Dynamics
16:01 – Oil Prices, Commodity Markets, and Bond Yields
18:19 – U.S. Election Impact on Geopolitical Risk
19:16 – Changes in Japan’s Political Landscape
21:37 – Bond Yield Movements Linked to Japan’s Policies
22:07 – Non-Farm Payroll Predictions and Federal Reserve Response
24:08 – Macro Environment and Risk Asset Performance
24:41 – European Inflation Trends and Market Outlook
25:37 – Real Vision App and New Global Macro Strategy
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