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Andreas Steno
Head of Research and Global Chief Strategist
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Steno Research
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Denmark
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27 October 2022
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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
216 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
278 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
248 Views
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bearish
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Macroeconomics
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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...
Steno Research
256 Views
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bearish
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Macroeconomics
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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...
Steno Research
250 Views
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