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

Positioning Watch: Higher for longer vs Lower for longer?

Steno Signals #66: Buckle up for the energy crisis 2.0

Macro Nugget: Why the price at the pump matters for inflation expectations

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macroeconomics

<ul><li>Happy Friday and welcome to our weekly Portfolio Watch where we discuss trade ideas from a risk/reward perspective.</li><li>Conclusions up front:– The wheels are coming off in Europe, but the notion that Germany is the “sick man” is an old hat.</li><li>Southern Europe will be the next shoe to drop.</li></ul>

Happy Friday and welcome to our weekly Portfolio Watch where we discuss trade ideas from a risk/reward perspective.Conclusions up front:– The wheels are coming off in Europe, but the notion that Germany is the “sick man” is an old hat.Southern Europe will be the next shoe to drop.

Portfolio Watch: The wheels are coming off in Europe