#9 - Coups, YCC and the big rotation trade

Is the big rotation now ongoing in rates and equities after the BoJ steepened the JGB curve?Find out as we discuss the bizarre developments in Niger, Jeddah and Japan in light of the material steepening of the USD curve.You can find more on www.stenoresearch.com and use the exclusive code Macro30 to get 30% off your annual subscription.

Om Podcasten

Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content.We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the worldThe podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)  Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe