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 – EUR Inflation, Ifo Survey, Swedish CRE, Deposit Flights & Nuclear/Uranium

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

Asset Allocation Watch: Best not hope for cuts

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macroeconomics

<ul><li>Happy Wednesday, and welcome back to our 5 Things We Watch, where we as always run through 5 interesting topics in global macro relevant for the current and near-term market actions. </li><li>We’ll as usual be short and concise, covering what has already happened this week, as well as what will happen next.</li><li>This week we are watching out for the following 5 topics within global macro: Manufacturing, Natural Gas, JOLTS, BoJ, China</li></ul>

Happy Wednesday, and welcome back to our 5 Things We Watch, where we as always run through 5 interesting topics in global macro relevant for the current and near-term market actions. We’ll as usual be short and concise, covering what has already happened this week, as well as what will happen next.This week we are watching out for the following 5 topics within global macro: Manufacturing, Natural Gas, JOLTS, BoJ, China

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