Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Cross Asset Strategy

<ul><li>Hope you’re enjoying the weekend out there! Weekends provide the perfect opportunity to review the market’s performance over the past week – and this week has again been full of volatility with the CPI report released this Thursday along with bonds remaining indecisive about the future market direction.</li><li>The overall sentiment this week again has optimism written all over it with equity sentiment still hovering at 2021 highs on some of the short-term indicators, and GBP and EUR are continuing their positioning resilience, while commodity markets are starting to signal weaker demand again after a couple of weeks of strength.</li><li>Follow along as we dissect market sentiment and positioning data below.</li></ul>

Hope you’re enjoying the weekend out there! Weekends provide the perfect opportunity to review the market’s performance over the past week – and this week has again been full of volatility with the CPI report released this Thursday along with bonds remaining indecisive about the future market direction.The overall sentiment this week again has optimism written all over it with equity sentiment still hovering at 2021 highs on some of the short-term indicators, and GBP and EUR are continuing their positioning resilience, while commodity markets are starting to signal weaker demand again after a couple of weeks of strength.Follow along as we dissect market sentiment and positioning data below.

Positioning Watch – The Chinese Disappointment Is Written All over the Latest Positioning

Geopolitical Analyst, Steno Research, Steno Research

Mikkel Rosenvold

Geopolitical Analyst, Steno Research

Macroeconomics

<ul>
<li>We’ve talked a lot about “back to the 70’s” over the past year or two.</li>
<li>The increased focus on energy, security and old school production bring memories back to decades of past.</li>
<li>However, we may also have to go “back to the 1700’s” as wheat production and prices are very much back in the picture! That’s what we’ll dive into in this edition of the Great Game, where we weigh different potential market shocks caused by political developments and why developments in India are actually more important to the wheat prices than Ukraine and Russia.</li>
</ul>


We’ve talked a lot about “back to the 70’s” over the past year or two.
The increased focus on energy, security and old school production bring memories back to decades of past.
However, we may also have to go “back to the 1700’s” as wheat production and prices are very much back in the picture! That’s what we’ll dive into in this edition of the Great Game, where we weigh different potential market shocks caused by political developments and why developments in India are actually more important to the wheat prices than Ukraine and Russia.


Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

<ul><li>It’s been a crazy past two years. Pandemic, world-wide lockdown, toilet paper shortage, people turning vaccines into a political matter, and etc</li><li>Now, Russia’s invasion added a whole new level of uncertainty on top of an already unstable world.</li><li>Oil price has been shooting up ever since rumors started about the invasion, and since the war broke out, it is literally skyrocketing.</li></ul>

It’s been a crazy past two years. Pandemic, world-wide lockdown, toilet paper shortage, people turning vaccines into a political matter, and etcNow, Russia’s invasion added a whole new level of uncertainty on top of an already unstable world.Oil price has been shooting up ever since rumors started about the invasion, and since the war broke out, it is literally skyrocketing.

Heightened Uncertainty Around The World - Mar 2022

United States

Teucrium Wheat Fund is an exchange-traded fund incorporated in the USA. The investment objective of the Fund is to have the daily changes in percentage terms of the Shares' NAV reflect the daily changes in percentage terms of a weighted average of the closing settlement prices for three futures contracts for wheat ("Wheat Futures Contracts") that are traded on the CBOT.

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Teucrium Wheat Fund (WEAT US)

Positioning Watch – The Chinese Disappointment Is Written All over the Latest Positioning

Weekends provide the perfect opportunity to review the market’s performance over the past week – and this week has again been full of volatility...

Steno Research

Great Game – Doom and Gloom for Wheat?

We’ve talked a lot about “back to the 70’s” over the past year or two. The increased focus on energy, security and old school production bring...

Steno Research

Heightened Uncertainty Around The World - Mar 2022

It’s been a crazy past two years. Pandemic, world-wide lockdown, toilet paper shortage, people turning vaccines into a political matter, and etc

Cappuccino Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)