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Ulrik Simmelholt
Junior Finance Analyst
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Steno Research
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Denmark
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02 January 2023
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bullish
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Macroeconomics
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15 May 2024 04:34
Out of the Box: Don’t worry about the real rates spread, ECB
Even though manufacturing data and headline HICP year on year in the Euro Area are screaming for easier financial conditions, the ECB seems...
Steno Research
93 Views
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bullish
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Macroeconomics
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14 May 2024 09:25
Energy Cable: Nowcasts hinting that April was a big false flag
Before we start we need to talk about freight rates as they are telling for the overall demand cycle. The Shanghai Containerized Freight Index...
Steno Research
182 Views
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bullish
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Macroeconomics
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26 Apr 2024 17:55
Ifo Nugget: Confirmed.. The only inflation you’ll get in Germany is supply driven
We’ll start by addressing the title of this month’s Ifo nugget. We note from our two main models for predicting demand driven price pressures that...
Steno Research
274 Views
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bullish
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Macroeconomics
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23 Apr 2024 09:45
Energy Cable: Inflation starting to bite equities
Hi everyone and welcome to this week’s energy cable from a sunny and cold Copenhagen. If you haven’t yet, I’ll recommend that you read our update...
Steno Research
198 Views
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bearish
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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...
Steno Research
180 Views
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