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

The Drill – Oil down and precious metals UP.. The short USD trade in Geopolitics

Gold Is Extremely OVERBOUGHT—Don't Buy Now, Pullback on the Horizon!

The Drill – What will world peace mean for markets?

The Drill – The China Meltdown Is Ruining the Upbeat Trends in Manufacturing

The Drill – Will Chinese stimulus be a home run for commodities?

The Drill: China and Russia Are Intensifying the Commodity Battle?

Junior Finance Analyst, Steno Research

Ulrik Simmelholt

Junior Finance Analyst

Macroeconomics

<ul><li>Let’s start with DeepSeek.</li><li>The trajectory toward singularity may be accelerating faster than previously forecasted.</li><li>With barriers to entry for AI development rapidly lowering and efficiency gains fueling greater demand rather than less, it seems inevitable that this trend will reshape the AI landscape.</li></ul>

Let’s start with DeepSeek.The trajectory toward singularity may be accelerating faster than previously forecasted.With barriers to entry for AI development rapidly lowering and efficiency gains fueling greater demand rather than less, it seems inevitable that this trend will reshape the AI landscape.

The Drill: The commoditization of AI is here