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

De-Coupling or Detente? the Future of Us-Chinese Trade in the Balance

China Watch - Reopening; Here’s How to Play It

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>The abiding tale of a Chinese reopening has been about as labile as pundits’ conviction of a soft landing.</li>
<li>Now, it seems data has finally arrived to firmly lay to rest the debate whether a reopening would show.</li>
<li>What better time then to unwrap and examine the implications for markets again? </li>
</ul>


The abiding tale of a Chinese reopening has been about as labile as pundits’ conviction of a soft landing.
Now, it seems data has finally arrived to firmly lay to rest the debate whether a reopening would show.
What better time then to unwrap and examine the implications for markets again? 


China Watch: The Reopening Play Vol 2