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

Macroeconomics

<ul>
<li>It is time for one of the most important Bank of Japan meetings in decades.</li>
<li>Markets remain unprepared for a move, despite the pre-warning of a higher inflation forecast. Here is our preview!</li>
<li>It is a no-brainer for the BoJ to increase the inflation forecast given how firm inflation has been relative to forecasts, but the big question is whether it matters for the policy decision? The short answer is yes. </li>
</ul>


It is time for one of the most important Bank of Japan meetings in decades.
Markets remain unprepared for a move, despite the pre-warning of a higher inflation forecast. Here is our preview!
It is a no-brainer for the BoJ to increase the inflation forecast given how firm inflation has been relative to forecasts, but the big question is whether it matters for the policy decision? The short answer is yes. 


Japan Watch: Markets Are Unprepared for BoJ Action