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

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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

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>Liquidity trends are RAPIDLY on the rise in China and Japan in contrast to the West</li>
<li>Global liquidity probably bottomed in November unless BoJ turns around soon</li>
<li>The PBoC is currently helping global equities perform via new liquidity/credit</li>
</ul>


Liquidity trends are RAPIDLY on the rise in China and Japan in contrast to the West
Global liquidity probably bottomed in November unless BoJ turns around soon
The PBoC is currently helping global equities perform via new liquidity/credit


Macro Strategy– Has Global Liquidity (And the Equity Market) Bottomed Already?