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

China Watch - Reopening; Here’s How to Play It

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>Everyone (61% of economists) agrees on a recession starting in Q2 </li>
<li>Will the Chinese reopening wreak havoc with the Western recession narrative?</li>
<li>We lay out the case for a postponed recession compared to consensus</li>
</ul>


Everyone (61% of economists) agrees on a recession starting in Q2 
Will the Chinese reopening wreak havoc with the Western recession narrative?
We lay out the case for a postponed recession compared to consensus


Steno Research Signals - The Recession that EVERYONE Agrees Upon