Macro Mondays #72 - Are markets prepared for a liquidity tsunami?
Description
We take a closer look at the upcoming wave if liquidity expected from the US Fed. How is Andreas Steno positioned for this and how can you prepare?
We also dive into the current sell off in oil and rising bond yields - plus a very interesting election result in Japan
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Check out the episode on youtube to see the graphs & videos we look at.
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Host: Andreas Steno & Mikkel Rosenvold
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