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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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18 Jul 2024 13:31

Debt Watch: Will the US Treasury spook markets with issuance in the QRA again?

Good evening from Europe! The quarterly refunding announcement is due on July 29, and it always holds the potential to spook duration markets and...

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17 Jul 2024 16:03

Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade

Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.

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bullishMacroeconomics
15 Jul 2024 19:17

The Week At A Glance: Another inflation shocker in the UK paired with a rebound in US retail sales?

Morning from Europe! Remember that we release our “Week at a glance” publication instead of the “Something for your Espresso” every Monday before...

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15 Jul 2024 19:14

Steno Signals #108 – A messianic Donald

Happy Sunday from Copenhagen after the atrocious assassination attempt in Pennsylvania late Saturday. Trump was apparently struck by some...

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bullishMacroeconomics
14 Jul 2024 00:25

Portfolio Watch: Be our guest to jump the great rotation bandwagon

What a week in markets after the uber-dovish inflation print yesterday, which saw huge rotation within the equity markets as well as action in...

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