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

Great Game: Will F16s destroy Russia? Will BRICS destroy the USD?

Great Game: Ukrainian Breakthrough imminent?

Geopolitical Analyst, Steno Research, Steno Research

Mikkel Rosenvold

Geopolitical Analyst, Steno Research

Macroeconomics

<ul>
<li>We’ve talked a lot about “back to the 70’s” over the past year or two.</li>
<li>The increased focus on energy, security and old school production bring memories back to decades of past.</li>
<li>However, we may also have to go “back to the 1700’s” as wheat production and prices are very much back in the picture! That’s what we’ll dive into in this edition of the Great Game, where we weigh different potential market shocks caused by political developments and why developments in India are actually more important to the wheat prices than Ukraine and Russia.</li>
</ul>


We’ve talked a lot about “back to the 70’s” over the past year or two.
The increased focus on energy, security and old school production bring memories back to decades of past.
However, we may also have to go “back to the 1700’s” as wheat production and prices are very much back in the picture! That’s what we’ll dive into in this edition of the Great Game, where we weigh different potential market shocks caused by political developments and why developments in India are actually more important to the wheat prices than Ukraine and Russia.


Great Game – Doom and Gloom for Wheat?