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

5 Things We Watch – Freight Rates, Positioning, Liquidity, EUR-flation, Growth

5 Things We Watch: US Recession, US Inflation, Euro Inflation, PCE Vs CPI, STIR Pricing

5 Things – Inflation Divergence, China, Euro PMIs, NIkkei and Suez

Junior Finance Analyst, Steno Research

Ulrik Simmelholt

Junior Finance Analyst

Macroeconomics

<ul><li>We’ll start today’s 5 things with a look at the central bank outlook for in 2024, then we’ll address the troubles for OPEC.</li><li>We move over to talk about China and afterwards Ukraine for some geopolitics.</li><li>Finally, we’ll end this year’s last 5 things with a crypto outlook.</li></ul>

We’ll start today’s 5 things with a look at the central bank outlook for in 2024, then we’ll address the troubles for OPEC.We move over to talk about China and afterwards Ukraine for some geopolitics.Finally, we’ll end this year’s last 5 things with a crypto outlook.

Hang Seng China Enterprises Index (HSCEI INDEX)

Shanghai Shenzhen CSI 300 Index (SHSZ300 INDEX EQUITY)

Shanghai Stock Exchange Composite Index (SHCOMP INDEX)

Five Things We Watch For In 2024