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Andreas Steno

Andreas Steno
Head of Research and Global Chief Strategist
Steno Research

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Multi-Asset Macroeconomics Cross Asset Strategy
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bullishMacroeconomics
19 Apr 2024 09:23

Scandi Watch: Assessing the path for SEK and NOK rates

Welcome to a short and sweet Scandi special. After years of working at the biggest bank in the Nordics, I have developed a strong understanding of...

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bullishMacroeconomics
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...

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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...

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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...

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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...

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