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 – Increasing the BETA risk?

Positioning Watch – Markets are buying into US Fixed Income, but fast money don’t agree

EUR Inflation Watch: Food for pause’istas

Positioning Watch – How Are Traders Positioned?

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macroeconomics

<ul><li>Hello everyone, and welcome back to our weekly positioning watch.</li><li>The sudden deflation in the Motor Vehicle Insurance component in the CPI report removed 0.05-0.06 pct.</li><li>points from overall MoM price pressures in May compared to the report in April, where the same category rose 1.5% on the month.</li></ul>

Hello everyone, and welcome back to our weekly positioning watch.The sudden deflation in the Motor Vehicle Insurance component in the CPI report removed 0.05-0.06 pct.points from overall MoM price pressures in May compared to the report in April, where the same category rose 1.5% on the month.

Positioning Watch – Hedge Funds are leaning towards increasing growth, but NOT inflation