Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>Hello everyone, and welcome to our ‘5 Things We Watch’, where we as always provide you with 5 things that we find particularly interesting in the world of global macro currently.</li><li>This week we are watching out for the following 5 topics within global macro: Natural Gas, ECB, Crypto, Liquidity, Positioning.</li><li>Natural Gas has really not been the place to be for a long time, as hotter weather and prudent storage dynamics has left supply WAY greater than demand.</li></ul>

Hello everyone, and welcome to our ‘5 Things We Watch’, where we as always provide you with 5 things that we find particularly interesting in the world of global macro currently.This week we are watching out for the following 5 topics within global macro: Natural Gas, ECB, Crypto, Liquidity, Positioning.Natural Gas has really not been the place to be for a long time, as hotter weather and prudent storage dynamics has left supply WAY greater than demand.

5 Things We Watch – Natural Gas, ECB, Crypto, Liquidity & Positioning

Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

Global Multi-Asset Investment Strategist

Build Well-Diversified Multi-Asset Portfolios

True Insights

Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Cross Asset Strategy

<ul>
<li>Bitcoin rose nearly 20% this week, and the impact of spot Bitcoin ETFs is huge, but with a twist.</li>
<li>This week's US personal income data provides yet another chart showing that the recession is already behind us. But will the US consumer keep spending?</li>
<li>That new The Economist cover does not bode well for stocks, but the moving average does. Yet, sentiment remains in Frenzy.</li>
</ul>


Bitcoin rose nearly 20% this week, and the impact of spot Bitcoin ETFs is huge, but with a twist.
This week's US personal income data provides yet another chart showing that the recession is already behind us. But will the US consumer keep spending?
That new The Economist cover does not bode well for stocks, but the moving average does. Yet, sentiment remains in Frenzy.


The Weekly Market Monitor – Please Give a Warm Welcome to BITCOIN

<ul><li>The cyclical rotation is slowly but slowly rolling and if central banks add rate cuts to this mix, we are staring directly into the melt up.</li><li>Welcome to our weekly Portfolio Watch, where we assess the tradeable themes and discuss our portfolio composition.</li><li>In this revamped version of the series, we will touch upon the developments in our Macro Alpha Portfolio and our Digital Assets Portfolio.</li></ul>

The cyclical rotation is slowly but slowly rolling and if central banks add rate cuts to this mix, we are staring directly into the melt up.Welcome to our weekly Portfolio Watch, where we assess the tradeable themes and discuss our portfolio composition.In this revamped version of the series, we will touch upon the developments in our Macro Alpha Portfolio and our Digital Assets Portfolio.

Portfolio Watch: What if We Add a Rate Cut to This Fire..

Podcast hosted by Hedgeye CEO Keith McCullough, Real Conversations

Real Conversations

Podcast hosted by Hedgeye CEO Keith McCullough

Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice. Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved.

<ul><li>Bullish trend in China and interest rates, with signaling processes indicating potential upward movement</li><li>Focus on risk management and waiting for corrections before buying or selling</li><li>Emphasis on long cyclicality and avoiding rate-sensitive sectors likely to be negatively impacted by rising interest rates</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Bullish trend in China and interest rates, with signaling processes indicating potential upward movementFocus on risk management and waiting for corrections before buying or sellingEmphasis on long cyclicality and avoiding rate-sensitive sectors likely to be negatively impacted by rising interest ratesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Hi everybody and welcome to this week’s 5 Things We Watch.</li><li>This week we’ll cover Euro-flation on the back of the Ifo numbers dropping this week.</li><li>Then we’ll have a look at the inflation outlook in the US using the same metrics as applied to Europe.</li></ul>

Hi everybody and welcome to this week’s 5 Things We Watch.This week we’ll cover Euro-flation on the back of the Ifo numbers dropping this week.Then we’ll have a look at the inflation outlook in the US using the same metrics as applied to Europe.

5 Things We Watch: US & Europe inflation, OPEC, Shipping, Bitcoin boom

United States

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

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Bitcoin (XBTUSD CURNCY)

5 Things We Watch – Natural Gas, ECB, Crypto, Liquidity & Positioning

Hello everyone, and welcome to our ‘5 Things We Watch’, where we as always provide you with 5 things that we find particularly interesting in the...

Steno Research

The Weekly Market Monitor – Please Give a Warm Welcome to BITCOIN

Welcome to the Weekly Market Monitor, keeping you updated on the week's most important charts and developments in financial markets.

Jeroen Blokland

Portfolio Watch: What if We Add a Rate Cut to This Fire..

The cyclical rotation is slowly but slowly rolling and if central banks add rate cuts to this mix, we are staring directly into the melt...

Steno Research

The Macro Show | February 27, 2024

The morning started early with a call at 4:30 AM, discussing China's bullish trend, potential interest rate hikes, and sector impacts, leading to...

Real Conversations

5 Things We Watch: US & Europe inflation, OPEC, Shipping, Bitcoin boom

Hi everybody and welcome to this week’s 5 Things We Watch. This week we’ll cover Euro-flation on the back of the Ifo numbers dropping this...

Steno Research

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