How Fed Tightening Will Impact Markets | Andreas Steno Larsen

Описание: In this episode of On The Margin Mike is joined by Andreas Steno Larsen Director & Lead Economist of Heimstaden. After spending 10+ years as a Chief Global Strategist, FX Analyst & Researcher at Nordea, Andreas provides a unique insight into the current macro factors driving markets.

Andreas shares his global macro outlook for 2022, his thoughts on the effect tapering will have on markets, the slowing credit impulse as a leading indicator for growth, the rise of China vs the U.S & if we are in a period of secular inflation.

Follow Andreas: @AndreasSteno
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Timestamps:
00:00・Introduction
01:07・Macro Outlook For 2022
03:57・Fed Rate Hikes
08:17・Quantitative Tightening
12:24・Market Outlook: Value vs Growth
15:51・The Credit Impulse
21:15・Fireblocks Ad
25:59・China vs U.S
37:37・Secular Inflation
42:31・Crypto Market Outlook