20:47

EssentialSteno's Signals

Why You Shouldn't Get Too Comfortable Holding Risk Assets

Featuring Andreas Steno Larsen

Jan 26, 2023 • 20 minutes

Essential

Steno's Signals

Why You Shouldn't Get Too Comfortable Holding Risk Assets

What's the "Waller Rule," and what does it have to do with dollar liquidity and your investments?

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Featuring Andreas Steno Larsen

Jan 26, 2023 • 20 minutes

Following a speech last week by FOMC member Christopher Waller, Andreas Steno Larsen presents what he calls the “Waller Rule,” which suggests that QT will either need to slow or pause if USD reserves become equal to 10-11% of U.S. GDP. He then breaks down why this potential scenario might be bad news for risk assets in the second half of 2023. Recorded on January 24, 2023.

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Danish economist and master macro strategist Andreas Steno Larson brings clarity to macroeconomic and geopolitical developments with his unique takes on how to trade them in financial markets.

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Danish economist and master macro strategist Andreas Steno Larson brings clarity to macroeconomic and geopolitical developments with his unique takes on how to trade them in financial markets.

More Episodes

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