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.

Macro and Geopolitical Research House

Commodity & Shipping Watch: Time to get back into the shipping bets?

Shipping Watch: No news is bad news (for inflation)

Energy Cable: Inflation starting to bite equities

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macroeconomics

<ul><li>Global macro never sleeps, and this week is no exception with ongoing turmoil in US equity space amidst the big 7 reporting earnings.</li><li>The last quarter of the year will most likely define how asset markets will perform well into next 2024 with USDJPY hovering just below the all important 150 handle and global central banks likely heading towards the end of their cutting cycle.</li><li>As always, we have collected 5 of the things we find to be the most important to watch in the current landscape.</li></ul>

Global macro never sleeps, and this week is no exception with ongoing turmoil in US equity space amidst the big 7 reporting earnings.The last quarter of the year will most likely define how asset markets will perform well into next 2024 with USDJPY hovering just below the all important 150 handle and global central banks likely heading towards the end of their cutting cycle.As always, we have collected 5 of the things we find to be the most important to watch in the current landscape.

5 Things We Watch – Central Bank Outlook, USDJPY, Natural Gas, Credit & Liquidity