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.

Macro and Geopolitical Research House

Asset Allocation Watch: Introducing Our Macro Regime Indicator Methodology

US Inflation Watch – Charts, Charts, Charts

Macro Strategy– Has Global Liquidity (And the Equity Market) Bottomed Already?

Asset Allocation Watch - How to Position for USD Weakness?

Gravity Works As WeWork Doesn't; Now Plan B

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>Economic data is currently all over the place, but the bottom-line is clear - no recession yet</li>
<li>This is in sharp contrast to sentiment entering 2023 and not least positioning</li>
<li>Will the market continue to rally due to the "postponed" recession fears?</li>
</ul>


Economic data is currently all over the place, but the bottom-line is clear - no recession yet
This is in sharp contrast to sentiment entering 2023 and not least positioning
Will the market continue to rally due to the "postponed" recession fears?


Asset Watch: From a Recession to a Soft Landing to a Raging Boom in Just One Week