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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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bearishMacroeconomics
29 May 2025 18:58

The Drill: Input prices about to go Nuclear

Happy Wednesday from Copenhagen. Trump now has to deal with a reality where Russia is not going to end this war without being forced to—probably...

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bullishMacroeconomics
27 May 2025 13:58

Steno Signals #198 – A 20–25% Weaker USD May Solve All Trump’s Problems

Morning from Europe. Trump’s classical stop-and-go approach to negotiations is starting to get baked into markets, but we’re still surprised by...

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bullishCopper
22 May 2025 17:39

The Drill – The Commodity “Super”cycle

Greetings from Copenhagen. We’ve previously advocated a long tilt toward commodities, as both the U.S. and global growth outlooks are being...

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bearishMacroeconomics
20 May 2025 20:46

Steno Signals #197 – The Mood(Y)’s Is Bad in the Fiat

Morning from Copenhagen ahead of a big week. I was coincidentally sitting in front of the screens when Moody’s announced its downgrade of the US...

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bearishMacroeconomics
15 May 2025 15:06

The Drill – When the Facts Change, So Do We

Greetings from Copenhagen. The global macro landscape is shifting rapidly, with U.S. policy priorities evolving just as quickly. The...

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