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

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>There are reasons to lean DOVISH on inflation in the short-term</li>
<li>Medium-Term prospects are much more muddy in Europe due to sticky wage inflation.</li>
<li>According to market pricing, we will see peak hawkishness from the ECB (Overnight index swaps) around September/October</li>
</ul>


There are reasons to lean DOVISH on inflation in the short-term
Medium-Term prospects are much more muddy in Europe due to sticky wage inflation.
According to market pricing, we will see peak hawkishness from the ECB (Overnight index swaps) around September/October


Inflation Watch: A Short-Lived Acquaintance, or in the Euro Zone to Stay?