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

Asset Allocation Watch  – What to buy in the upcoming Fed cutting cycle?

Positioning Watch – Metals bets are finally being squared, but retail is piling in

Positioning Watch – There was no “rotation” from large to small caps

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macroeconomics

<ul><li>Good evening from Europe.</li><li>I will keep this analysis short and sweet as I know you are all trying to deal with these nasty markets and time is of the essence.</li><li>We have thankfully made our way through this turbulence clearly in the money, but we are starting to see interesting counter-trends arising now.</li></ul>

Good evening from Europe.I will keep this analysis short and sweet as I know you are all trying to deal with these nasty markets and time is of the essence.We have thankfully made our way through this turbulence clearly in the money, but we are starting to see interesting counter-trends arising now.

Market Watch: Forget about emergency cuts. Here is what the Fed will do next!