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

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

5 Things We Watch: Higher For Longer, the Consumer, Core Prices, Energy Prices and Cyclicals

Asset Allocation Watch: Introducing Our Macro Regime Indicator Methodology

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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 this CPI ‘preview’ we’ll turn to our charts trying to align expectations to select indicators.</li>
<li>We see inflation coming in lower than expected again both in headline- and core terms</li>
<li>USD could weaken, while positive vibes could resurface around global equities </li>
</ul>


In this CPI ‘preview’ we’ll turn to our charts trying to align expectations to select indicators.
We see inflation coming in lower than expected again both in headline- and core terms
USD could weaken, while positive vibes could resurface around global equities 


US Inflation Watch – Charts, Charts, Charts