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INSIGHT PROVIDER
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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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bearish
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Macroeconomics
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23 Jun 2025 18:30
Steno Signals #202 – Peak WW3 Fears Return!
Over the weekend, oil traders dusted off their Strait of Hormuz crisis playbooks—and once again, they overplayed their hand. Saturday’s U.S....
Steno Research
250 Views
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bullish
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Macroeconomics
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17 Jun 2025 14:39
Steno Signals #201 – The Mullahs Are Toast – Re-Inflation Is Back!
Happy Monday from Copenhagen. What a comeback by JJ Spaun at Oakmont yesterday (sorry to the non-golfers), and what a comeback risk is about to...
Steno Research
276 Views
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bearish
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Macroeconomics
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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...
Steno Research
222 Views
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bullish
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Macroeconomics
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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...
Steno Research
307 Views
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bullish
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Copper
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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...
Steno Research
256 Views
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