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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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14 May 2024 02:25
The Week At A Glance: It’s getting hot in here! CPI week..
Welcome to the weekly “The week at a glance” publication where we look at the key figures during the week ahead and how to trade them. We have...
Steno Research
124 Views
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bullish
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Macroeconomics
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13 May 2024 10:17
Steno Signals #99 – Freddie Mac gearing up to unleash trillions for consumption?
Last week we learned that the so-called “excess savings pool” from the pandemic had vanished into thin air in the US, or rather that personal...
Steno Research
190 Views
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bullish
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Macroeconomics
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10 May 2024 23:58
Portfolio Watch: Reflation is back!
We were honestly puzzled by the weakness in Manufacturing PMIs in April as our models pointed in the other direction. The timely data delivered by...
Steno Research
378 Views
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bullish
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Macroeconomics
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09 May 2024 23:34
Macro Regime Indicator May – UP UP UP!
Welcome to our monthly flagship asset allocation analysis – the “Macro Regime Indicator”. Coming into April, we wrote that “The macro environment...
Steno Research
241 Views
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bullish
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Macroeconomics
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09 May 2024 04:36
5 Things We Watch – Risk assets, US CPI, Liquidity, FTSE/GBP & Asian FX
Hello everyone, and welcome to our weekly ‘5 Things We Watch’, where we boil down 5 of the things we keep an eye out for, in a short and concise...
Steno Research
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