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

Macro Regime Indicator: PMIs to drive price action together with headline inflation

Credit Watch: If you SLOOS you lose – the 5 best charts from the SLOOS survey

Steno Signals #58 – The One on Banana Republics, Yield Curve Controls and the Yuge EUR Consensus

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macroeconomics

<ul><li>Every month, we present our best evaluation of the present and approaching month’s macroeconomic conditions, balancing risks and rewards.</li><li>We put to use our Macro Regime Indicator framework, alongside the interactive Structural Asset Allocation Model, to carry out this analysis.</li><li>Coming into September, we wrote that: “Looking ahead, we do not expect sudden shocks or changes to the current conditions.</li></ul>

Every month, we present our best evaluation of the present and approaching month’s macroeconomic conditions, balancing risks and rewards.We put to use our Macro Regime Indicator framework, alongside the interactive Structural Asset Allocation Model, to carry out this analysis.Coming into September, we wrote that: “Looking ahead, we do not expect sudden shocks or changes to the current conditions.

Macro Regime Model: Inflation down while growth is on the up?