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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Head of Research, Steno Research

Emil Moller

Head of Research

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>Many have profited from MXN carry in the first half of 2023.</li>
<li>But is there more left to squeeze out or is it running on fumes?</li>
<li>We give our take here and assess the structural patterns at play in Mexico in relation to recent performance and the geopolitical climate.</li>
</ul>


Many have profited from MXN carry in the first half of 2023.
But is there more left to squeeze out or is it running on fumes?
We give our take here and assess the structural patterns at play in Mexico in relation to recent performance and the geopolitical climate.


EM By EM #12 - Is the Surging Peso a Prelude for a Longer Mexico Bull Case?