🚨 URGENT: Liquidity Will Chart the Course for Markets

Andreas Steno Larsen, founder and CEO of Steno Research, is back with Mikkel Rosenvold, Steno Research's head of geopolitics, for a special Flash Update on the forces driving volatility, potential trade opportunities, evolving geopolitical relations, and how shifting global liquidity dynamics will chart the course ahead.

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Timestamps:
(00:00) Sponsor: Token2049
(01:02) Introduction and Market Overview
(02:14) Impact of Dollar/Yen Dynamics
(03:13) Key Indicators for Market Bottom
(04:24) Liquidity and Deflation Risks
(05:37) Bank of Japan’s QE Program and Market Impact
(06:14) Inflation Expectations and Market Reactions
(07:19) Federal Reserve’s Liquidity Actions
(08:26) Case Study: Silicon Valley Bank Crash
(09:33) Monitoring the New York Fed’s Reverse Repo Facility
(10:07) Unfuck Your Future with Real Vision
(10:40) Risks and Considerations for Buying the Dip
(11:16) US Economic Indicators and Market Cycles
(12:19) Credit Conditions and Market Outlook
(13:25) Political Landscape and Market Implications
(14:27) Kamala Harris’ Potential VP Pick and Impact
(15:38) US-China Relations and Market Opportunities
(17:46) Investment Strategies and Equity Futures
(18:49) Key Economic Data to Watch
(19:21) Summary and Key Takeaways
(20:26) Closing Remarks

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[RealVisionPresents]

(00:00) Sponsor: Token2049
(01:02) Introduction and Market Overview
(02:14) Impact of Dollar/Yen Dynamics
(03:13) Key Indicators for Market Bottom
(04:24) Liquidity and Deflation Risks
(05:37) Bank of Japan’s QE Program and Market Impact
(06:14) Inflation Expectations and Market Reactions
(07:19) Federal Reserve’s Liquidity Actions
(08:26) Case Study: Silicon Valley Bank Crash
(09:33) Monitoring the New York Fed’s Reverse Repo Facility
(10:07) Unfuck Your Future with Real Vision
(10:40) Risks and Considerations for Buying the Dip
(11:16) US Economic Indicators and Market Cycles
(12:19) Credit Conditions and Market Outlook
(13:25) Political Landscape and Market Implications
(14:27) Kamala Harris’ Potential VP Pick and Impact
(15:38) US-China Relations and Market Opportunities
(17:46) Investment Strategies and Equity Futures
(18:49) Key Economic Data to Watch
(19:21) Summary and Key Takeaways
(20:26) Closing Remarks

[InBTCWeTrust]

Charts
3:47 USDJPY / Real Rates
5:37 USD Inflation Swap 1Y
6:40 Equity Betas to US 1Y Inflation Swap
7:43 ON RRP
8:26 ON RRP Yield - TBill Yield / ON RRP Uptake
10:53 Bank Lending / Loan Demand

[Njc]

If the RVDB (Real Vision Daily Briefing) was still a thing...they would be on time to news!

[Carol-cbyu]

Kamala Harris's name is pronounced like the punctuation, ma la) Interesting info, thanks.

[dbtoney]

Trump had plenty of wind to his back. If the markets have a melt up in the next few months could backfire

[Bolden]

you guys are kinda late to news events, would have more views and followers if drops were sooner

[siddhartha---u]

sounds like you call him smeargle, which he sorta looks like lol

[MarekKolenda-lo]

Fed Plunge Protective Team activated when stocks market go down