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

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macroeconomics

<ul><li>Welcome back to another ‘5 Things We Watch’, where we cover some of the things we look at in the current macro landscape.</li><li>This week will be all about inflation technicalities, as both BLS and Eurostat will update the inflation weightings for 2024 on Friday for US CPI and German HICP, respectively.</li><li>The US is looking VERY solid when scraping the headline numbers on everything from the labor market to PMIs, but some of the strength is simply manufactured in a spreadsheet, leaving us with an iffy gut feeling about what will come later this year.</li></ul>

Welcome back to another ‘5 Things We Watch’, where we cover some of the things we look at in the current macro landscape.This week will be all about inflation technicalities, as both BLS and Eurostat will update the inflation weightings for 2024 on Friday for US CPI and German HICP, respectively.The US is looking VERY solid when scraping the headline numbers on everything from the labor market to PMIs, but some of the strength is simply manufactured in a spreadsheet, leaving us with an iffy gut feeling about what will come later this year.

5 Things We Watch – Inflation updates, Labor Market, Oil, Chinese equities & Growth