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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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bullish
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Macroeconomics
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01 May 2024 19:17
Positioning Watch – Prepare for further action in JPY pairs
Hello everyone, and welcome back to our weekly positioning/sentiment overview!Equity sentiment has soured a bit since we last spoke, with broad US...
Steno Research
88 Views
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bullish
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Macroeconomics
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30 Apr 2024 10:28
Energy Cable: The recipe for another summer of exploding energy prices (in Europe)
Energy markets in Europe still fragileA hot summer and manufacturing rebound could set prices goingManufacturing cycle is improving everywhere but...
Steno Research
200 Views
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bullish
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Macroeconomics
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30 Apr 2024 10:26
The Week At A Glance: ISMs, NFP, FOMC & QRA to put even more pressure on USD rates?
Event 1 (Mon/Wed): A QRA nothing burger? The QRA announcement will be released in a few hours (on Monday) while the issuance details will be...
Steno Research
206 Views
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bearish
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Macroeconomics
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29 Apr 2024 10:36
Steno Signals #97 – 5 reasons why the CNY will be devalued next week and how to trade it
Happy Sunday from a sunny Copenhagen. I spent last week in Asia and even though I admittedly like to see my research as edgy and contrarian, I...
Steno Research
218 Views
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bullish
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Macroeconomics
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29 Apr 2024 10:33
Portfolio Watch: No respite for Asian FX.. How to deal with it?
Welcome to our weekly Portfolio Watch!We have had a strong week in our portfolio with a USD-reflationary lean, but we are starting to contemplate...
Steno Research
180 Views
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