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

Elias Lisberg Glistrup

Macroeconomics

<ul><li>China’s government is targeting an economic expansion of approximately 5% again this year.</li><li>A challenging objective considering the myriad of challenges facing the world’s second-largest economy.</li><li>These challenges include weak consumer spending, a real estate sector in turmoil, efforts by the US to limit its technological advancements, unprecedented youth unemployment rates, and significant debt levels among local governments.</li></ul>

China’s government is targeting an economic expansion of approximately 5% again this year.A challenging objective considering the myriad of challenges facing the world’s second-largest economy.These challenges include weak consumer spending, a real estate sector in turmoil, efforts by the US to limit its technological advancements, unprecedented youth unemployment rates, and significant debt levels among local governments.

Chinese Momentum: Driving Markets or a Crowded Consensus?