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

5 Things We Watch – Manufacturing, Natural Gas, JOLTS, BoJ & China

5 Things We Watch – Fed, BoE, Energy, GDI/GDP & BoJ

Asset Allocation Watch: Best not hope for cuts

5 Things We Watch – ISM, Energy, German manufacturing, US labor market, Global Rates

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macroeconomics

<ul><li>It’s Wednesday once again, and that calls for us to have a look at the 5 things in global macro that we are looking at to stay on top of markets and everything related.</li><li>Markets are as always having a hard time figuring out where the economy is heading, and some of the topics listed below will be of great importance to the future direction of all asset classes.</li><li>This week we are watching out for the following 5 topics within global macro: EUR Inflation, Ifo, CRE, Deposit flights, Nuclear.</li></ul>

It’s Wednesday once again, and that calls for us to have a look at the 5 things in global macro that we are looking at to stay on top of markets and everything related.Markets are as always having a hard time figuring out where the economy is heading, and some of the topics listed below will be of great importance to the future direction of all asset classes.This week we are watching out for the following 5 topics within global macro: EUR Inflation, Ifo, CRE, Deposit flights, Nuclear.

5 Things We Watch – EUR Inflation, Ifo Survey, Swedish CRE, Deposit Flights & Nuclear/Uranium