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Andreas Steno
Head of Research and Global Chief Strategist
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Steno Research
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Location:
Denmark
Joined:
27 October 2022
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Macroeconomics
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Cross Asset Strategy
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bullish
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Macroeconomics
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18 Apr 2024 11:01
5 Things We Watch – Rates Pricing, Bond Positioning, Equities Setback, USD Wrecking Ball...
Macro is truly back with central banks and pricing of policy rates back on the top priority list amongst traders and investors. Powell’s remarks...
Steno Research
110 Views
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bearish
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Cross Asset Strategy
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17 Apr 2024 09:29
Positioning Watch – Volatility Is Back, but Markets Still Lean into USD Duration.. God Knows Why..
Hi everyone, and welcome back to our weekly positioning / sentiment overview, which will be delivered to you right as firefighters have hopefully...
Steno Research
178 Views
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bearish
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Cross Asset Strategy
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15 Apr 2024 05:00
Steno Signals #95 – Is the Next Move a Hike?
Before getting to the financial word, I just briefly want to reiterate that we find a de-escalation most likely between Iran and Israel after the...
Steno Research
228 Views
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bearish
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Cross Asset Strategy
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14 Apr 2024 15:20
Portfolio Watch: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
Steno Research
296 Views
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bullish
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Macroeconomics
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12 Apr 2024 16:51
UK Inflation Watch: A dovish surprise upcoming
Welcome to our monthly UK CPI watch. March has been out of the ordinary in 2023 and 2022, which makes for extremely benign base effects in YoY...
Steno Research
423 Views
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