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 – Inflation Divergence, China, Euro PMIs, NIkkei and Suez

5 Things We Watch – Freight Rates, Positioning, Liquidity, EUR-flation, Growth

Junior Finance Analyst, Steno Research

Ulrik Simmelholt

Junior Finance Analyst

Macroeconomics

<ul><li>This week we’ll cover US recession talks and financial conditions.</li><li>We’ll also hone in on both US and European inflation and finally talk rates expectations.</li><li>This week we are watching out for the following 5 topics within global macro: US recession talks and financial conditions, NFIB vs Core CPI, EURflation, PCE vs CPI, STIR pricing.</li></ul>

This week we’ll cover US recession talks and financial conditions.We’ll also hone in on both US and European inflation and finally talk rates expectations.This week we are watching out for the following 5 topics within global macro: US recession talks and financial conditions, NFIB vs Core CPI, EURflation, PCE vs CPI, STIR pricing.

5 Things We Watch: US Recession, US Inflation, Euro Inflation, PCE Vs CPI, STIR Pricing