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: Saudis are pushing hard for a new oil bull market

Energy Cable: Nowcasts hinting that April was a big false flag

Energy Cable: Commodities, Freight Rates and Goods Imports Are Rising...

Energy Cable: Inflation starting to bite equities

Shipping Watch: No news is bad news (for inflation)

Commodity & Shipping Watch: Time to get back into the shipping bets?

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macroeconomics

<ul><li>Energy markets in Europe still fragile. A hot summer and manufacturing rebound could set prices going.</li><li>Manufacturing cycle is improving everywhere but in Germany. Cost-push inflation showing up in drilling now</li><li>This week we want to talk about the ingredients needed for another summer of exploding electricity and gas prices.</li></ul>

Energy markets in Europe still fragile. A hot summer and manufacturing rebound could set prices going.Manufacturing cycle is improving everywhere but in Germany. Cost-push inflation showing up in drilling nowThis week we want to talk about the ingredients needed for another summer of exploding electricity and gas prices.

Energy Cable: The recipe for another summer of exploding energy prices (in Europe)