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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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bullishMacroeconomics
17 Jul 2024 20:07

Macro Watch: 5 Charts That’ll Cure Your Recession Blues!

bank earnings are exceeding expectations widely, and traditionally, bank earnings are a precursor to credit cycle trends as evidenced by the...

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17 Jul 2024 11:19

Equity Watch: The Trump versus Biden Basket

We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...

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16 Jul 2024 09:47

Energy Cable: Copper Prices Are Too High!

This week, we will take a look at copper, which has rebounded in July, and also discuss freight rates, where calmer weather at the Cape of Good...

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bullishMacroeconomics
12 Jul 2024 17:18

Labor Watch: This doesn’t exactly scream recession (yet) …

Take aways: This currently looks more like normalization than weakening More fuel to the story of an income driven cycleThe productivity /...

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09 Jul 2024 11:50

Energy Cable: When it Rains, It Pours in Shipping

Takeaways:More pressures on freight rates… Still no spillover to PPI/CPIHedge funds appear to have an appetite for crude oil, but not so much for...

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