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

Portfolio Watch: A hawkish 50bp cut marking the bottom?

Positioning Watch – Markets Are Moving Away from the US (in FI)

Portfolio Watch: The outlook is brightening into October

Positioning Watch: Markets Are Positioned for Softness (in Rates)

Positioning Watch – Markets are begging for a rebound in growth

Positioning Watch – No Signs of a Recession in Positioning Data Yet

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 update.</li><li>Today’s version will be short and to the point, allowing you time to digest the meeting later today.</li><li>It serves as a quick summary of the signals we are picking up across our real-time monitors of hedge fund positioning across various assets.</li></ul>

Hello everyone, and welcome back to our weekly positioning update.Today’s version will be short and to the point, allowing you time to digest the meeting later today.It serves as a quick summary of the signals we are picking up across our real-time monitors of hedge fund positioning across various assets.

Positioning Watch – Markets Anticipate a 50bps Cut Tonight