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Ulrik Simmelholt

Ulrik Simmelholt
Junior Finance Analyst
Steno Research

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Multi-Asset Macroeconomics Cross Asset Strategy
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16 Apr 2024 08:33

Energy Cable: Good Luck Reaching Your 2% Target, Powell

Greetings from a sunny but windy Copenhagen where we bring you a short but chart heavy edition of the Energy Cable. What a week in macro and...

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bullishMacroeconomics
16 Apr 2024 00:44

The week at a glance: Soft CPI in UK and a BIG positive surprise from China?

Happy Monday and welcome to our short and sweet coverage of the data calendar for the week ahead. We try to map the events with market moving...

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bullishMacroeconomics
09 Apr 2024 03:56

Energy Cable: Melt UP in commodities upcoming?

Take aways: Booking profits in crude, staying long in broader metals Crude predicting ISM to turn in 6-9 months time. Sluggish German IP ahead....

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06 Apr 2024 10:45

Out of the Box: 6 Reasons the Fed Will Be Hiking Rates in 2024

Even though the Santa rally in US STIRS has largely been reversed, markets are still pricing in 2.5 full cuts by the end of this year or so with...

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bullishMacroeconomics
02 Apr 2024 18:06

Energy Cable #63: It is still all eyes on China

Solid PMI numbers out of China supporting the reflation story. Steel Production looks ok. There is still potential for the USD to throw a wrench in...

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