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

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>In general over a 1 year time frame short DXY looks good once the curve is steep</li>
<li>Especially commodity heavy currencies have a high beta to the dollar scrambles.</li>
<li>Tech/Consumer Discretionary is probably where you should place your chips, if you are a long only manager given this backdrop.</li>
</ul>


In general over a 1 year time frame short DXY looks good once the curve is steep
Especially commodity heavy currencies have a high beta to the dollar scrambles.
Tech/Consumer Discretionary is probably where you should place your chips, if you are a long only manager given this backdrop.


Fixed Income Watch: Zooming in on the Curve Steepening