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

Bond Watch - Will Japan Pull the Rug from Under the Yield Curve Control?

USDJPY - Is USDJPY Confirming a Return to the Long-Term Uptrend?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

FX & Rates

<ul>
<li>Ueda seems like a centrist candidate compared to Amamiya (dove) or Yamaguchi (hawk)</li>
<li>Ueda, if he gets the nod on Tuesday, is likely to slowly but surely distance himself from YCC</li>
<li>We continue to like JPY on the prospects of tighter USD-JPY rates spreads </li>
</ul>


Ueda seems like a centrist candidate compared to Amamiya (dove) or Yamaguchi (hawk)
Ueda, if he gets the nod on Tuesday, is likely to slowly but surely distance himself from YCC
We continue to like JPY on the prospects of tighter USD-JPY rates spreads 


JPY

Japan Watch: Kazuo Ueda - Who?