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

Energy Cable #62: Biden is selling crude straddles, while something is cooking in China

Energy Cable #63: It is still all eyes on China

Junior Finance Analyst, Steno Research

Ulrik Simmelholt

Junior Finance Analyst

Macroeconomics

<ul><li>Last week we wrote about the price action in commodities and the week ended in some strong gains across the space.</li><li>Our portfolio remains tilted strongly towards cyclical / inflationary bets such as materials and crude.</li><li>For the whole portfolio click here: Steno Research Portfolio.</li></ul>

Last week we wrote about the price action in commodities and the week ended in some strong gains across the space.Our portfolio remains tilted strongly towards cyclical / inflationary bets such as materials and crude.For the whole portfolio click here: Steno Research Portfolio.

Energy Cable #61: Commodities are breaking out #2!