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

The Dollar O’ Meter #1 – 5 Ways to Gauge the Usd Outlook

Asset Allocation Watch - How to Position for USD Weakness?

Asset Watch: From a Recession to a Soft Landing to a Raging Boom in Just One Week

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

FX & Rates

<ul>
<li>Markets price more than 35 bps ahead of the BoJ meeting. Is that too much?</li>
<li>BoJ is not scared of inflation. They fear a lack of market functioning in JGB markets.</li>
<li>JPY may be overbought into the meeting, while USTs are oversold</li>
</ul>


Markets price more than 35 bps ahead of the BoJ meeting. Is that too much?
BoJ is not scared of inflation. They fear a lack of market functioning in JGB markets.
JPY may be overbought into the meeting, while USTs are oversold


Bond Watch - Will Japan Pull the Rug from Under the Yield Curve Control?