@andreassteno - Twitter Profile Analysis

Analysis of 200 tweets by AndreasStenoLarsen, from 15 Jun 2022 to 28 Jun 2022.

@andreassteno twitter profile photo

AndreasStenoLarsen

@AndreasSteno

Macro afficionado, investment analyst and Madridista. Director @ Heimstaden. Host/Editor @ Real Vision. Hosting "The Macro Trading Floor" podcast @ Blockworks.


19,861 tweets
109,870 followers
16,526 favourites
15 tweets per day
2017 since
1,654 following
2,189 listed
Copenhagen location

Top Tweets by @andreassteno

AndreasStenoLarsen
@AndreasSteno
We have seen rallies towards month-end throughout the bear-market History doesn't repeat itself, but it often rhymes https://t.co/gUqI3WlE2Y
28 Jun, 2022 - 01:27 PM UTC
AndreasStenoLarsen
@AndreasSteno
"Inventories for NIKE, Inc. were $8.4 billion, up 23 percent compared to the prior year period" Inventories are building folks
28 Jun, 2022 - 01:13 PM UTC
AndreasStenoLarsen
@AndreasSteno
So in order to get a good midterm election Biden wanted the Fed to hike rates and kill inflation … Lo and behold it might not be the rising cost of living that kills the Dems at the mid-terms, but a recession instead
28 Jun, 2022 - 12:28 PM UTC
AndreasStenoLarsen
@AndreasSteno
The new anti-fragmentation tool should be open-ended and open-sized according to ECB comments today. Who said "QEternity"?
28 Jun, 2022 - 12:06 PM UTC
AndreasStenoLarsen
@AndreasSteno
New all-time-peak in "recession" fears in Google trends https://t.co/2ZMjopz83Z
28 Jun, 2022 - 11:39 AM UTC
AndreasStenoLarsen
@AndreasSteno
A bunch of good questions https://t.co/ulFqmHFmAH
27 Jun, 2022 - 09:00 PM UTC
AndreasStenoLarsen
@AndreasSteno
A very decent map to show who is dependent on Russia and who is not https://t.co/ZnHafHNwNB
27 Jun, 2022 - 06:46 PM UTC
AndreasStenoLarsen
@AndreasSteno
Dallas Fed Manufacturing at -17.7 Don't tell me that ISM is not headed for Sub-50 territory very soon
27 Jun, 2022 - 02:52 PM UTC
AndreasStenoLarsen
@AndreasSteno
Why we are not back in the 1970s in one chart https://t.co/pCU3Ig8x5v
27 Jun, 2022 - 02:40 PM UTC
AndreasStenoLarsen
@AndreasSteno
Retail sales before and after inflation adjustments... Remember that ALL numbers are inflated https://t.co/llzV2sfUvc
27 Jun, 2022 - 02:02 PM UTC
AndreasStenoLarsen
@AndreasSteno
Remember to inflation-adjust all numbers! Durable goods look substantially less promising, if adjusted for inflation (volume-based measure instead) https://t.co/dVzNLb031x
27 Jun, 2022 - 01:59 PM UTC
AndreasStenoLarsen
@AndreasSteno
Our fourth attempt of throwing a big wedding party is planned for Sep 10 (after three Covid-cancellations), so if you needed an argument why another MASSIVE wave of Covid will hit the continent this late summer, that is it!
27 Jun, 2022 - 01:44 PM UTC
AndreasStenoLarsen
@AndreasSteno
I can guarantee you that the economy cannot cope with Taylor-rule like policy rate levels https://t.co/XiHUKtvOCq
27 Jun, 2022 - 11:19 AM UTC

Top Retweets by @andreassteno

Real Vision
@RealVision
Google Searches for “Recession” have hit an all time high. 📈 So the question becomes, are we already in one? Join @AndreasSteno & @AshBennington on The Daily Briefing LIVE at 4 PM ET to find out what the experts think.
28 Jun, 2022 - 07:05 PM UTC
Jack Farley
@JackFarley96
My podcast has its own Twitter handle. Please follow @ForwardGuidance to get advance notice of the latest episodes
28 Jun, 2022 - 06:35 PM UTC
Real Vision
@RealVision
What are the broader implications of #Russia´s default? In other news, #equity indexes turned lower in afternoon trade following last week’s rally, with #SP500 currently at 3,900. @pboockvar & @AndreasSteno will talk Russia and the #markets in The Daily Briefing LIVE at 4PM ET.
27 Jun, 2022 - 06:58 PM UTC
The Macro Trading Floor
@TheMacroMarket
"The only entity that can break something in Japan, is Japan itself" 🇯🇵 Clip taken from the most recent episode of The Macro Trading Floor with @AndreasSteno & @MacroAlf: 🔊: https://t.co/E0xHBtwhIY 📺: https://t.co/7YIwzkFgfC https://t.co/HTI45BSMf5
27 Jun, 2022 - 01:00 PM UTC
Patrick Saner
@patrick_saner
Got a new hat for summer 😉 https://t.co/p033S6UxcD
27 Jun, 2022 - 12:16 PM UTC
Eric Basmajian
@EPBResearch
World Dollar Liquidity is contracting at a record -21% annualized rate. WDL = Monetary Base + Foreign CB Holdings of Securities Held at the Fed https://t.co/kpOlFxIm3R
24 Jun, 2022 - 06:09 PM UTC
Craig Fuller 🛩🚛🇺🇦
@FreightAlley
Channels telling us that used truck prices are screaming back towards earth, down 25-30% this qtr. But this is no where near the bottom. Prices could fall by 50%+ by year end.
24 Jun, 2022 - 06:02 PM UTC
Frances Donald
@francesdonald
I'm old enough to remember 10 days ago when Chair Powell said one reason they hiked 75bps was because U of Mich 5-10yr inflation expectations jumped from 3.0% to 3.3% and then, today, that same figure was revised downward to 3.1%. It never was 3.3% after all.
24 Jun, 2022 - 02:06 PM UTC
Variant Perception
@VrntPerception
@AndreasSteno 10y fair value started falling too, driven by eurodollar curve https://t.co/BVC8MUOVnU
24 Jun, 2022 - 12:29 PM UTC
Real Vision
@RealVision
"What do you do when #inflation is hot and growth is not?" @AndreasSteno commenting on the #ECB and the Eurozone #market on today´s RVDB. https://t.co/j75j27rdn5
23 Jun, 2022 - 08:47 PM UTC
Chris Williamson
@WilliamsonChris
#Eurozone #manufacturing is looking set for a steep downturn, according to today's flash #PMI data. Output is already falling and inventories of unsold stock are rising at the steepest rate for 2 years amid weak demand https://t.co/nyycCXCb74
23 Jun, 2022 - 08:09 AM UTC
First Squawk
@FirstSquawk
IEA WARNS EUROPE TO PREPARE FOR TOTAL SHUTDOWN OF RUSSIAN GAS EXPORTS - FT
22 Jun, 2022 - 05:13 AM UTC
Alf
@MacroAlf
The equivalent of 60% of GDP has been wiped out from US bonds & equities markets alone in less than 8 months. It's the biggest financial drawdown as % of GDP ever experienced over the last 40 years. https://t.co/P5TuSBKkrN
21 Jun, 2022 - 08:53 PM UTC
Dom White
@DomWh1te
I'm *not* saying the Fed has already over-tightened. But I *am* saying that we've just seen the sharpest rise in US private-sector borrowing costs since the early 1980s. https://t.co/RM1KP9p8LR
20 Jun, 2022 - 01:55 PM UTC
Alf
@MacroAlf
Avocados are better at hedging inflation than Bitcoin :))) https://t.co/BsaYNQrL27
19 Jun, 2022 - 08:21 PM UTC

@andreassteno's

Tweets

63 tweets
19 retweets
118 replies
@andreassteno's

Twitter Client

136 Twitter for iPhone
64 Twitter Web App
@andreassteno's

Tweet Times

@andreassteno's

Tweet Days


@andreassteno's

Retweets

3 - MacroAlf
3 - RealVision
1 - MikaelSarwe
1 - SantiagoAuFund
1 - AndreasSteno
1 - DomWh1te
1 - FirstSquawk
1 - WilliamsonChris
1 - VrntPerception
@andreassteno's

Replies

18 - AndreasSteno
5 - AlessioUrban
5 - MichaelAArouet
3 - NickGiva
2 - tr8derz
2 - pontus_rendahl
2 - whirlybard
2 - mosbaekp
2 - OliverRakau
@andreassteno's

Hashtags

1 - #Liquidity
1 - #USD
@andreassteno's

Mentions

1 - @MikaelSarwe
1 - @Ludovic_Subran
1 - @francesdonald
1 - @pietphc
1 - @RothkoResearch
1 - HayekAndKeynes