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Andreas Steno
Head of Research and Global Chief Strategist
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Steno Research
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Location:
Denmark
Joined:
27 October 2022
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Multi-Asset
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Macroeconomics
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Cross Asset Strategy
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bullish
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Macroeconomics
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22 Jul 2024 18:17
The Week At Glance: A look at US Cycle indicators. You sure consensus is right?
Welcome to the “Week at a Glance,” where we examine the key releases and themes for the week ahead through the lens of macro trading. China has...
Steno Research
27 Views
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bullish
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Cross Asset Strategy
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22 Jul 2024 09:18
Steno Signals #109 – What if We Are All Wrong on Liquidity, Rates and Commodities?
I am going to address three main topics of concern for investors given the current conflicting signals from the US economy.
Steno Research
115 Views
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bullish
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Cross Asset Strategy
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20 Jul 2024 04:00
Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
Steno Research
8 Views
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bearish
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Cross Asset Strategy
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19 Jul 2024 13:52
EM Watch: China FLOODS global copper markets amidst the plenum
Good Afternoon from Europe. It’s incredibly hard for me not to begin this weekly EM blog by emphasizing how bearish I am becoming on Copper, given...
Steno Research
365 Views
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bullish
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Bitcoin
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19 Jul 2024 13:50
Crypto Liquidity Watch: The Current Crypto Versus Tech Correlation Is a Must Watch
My great colleague, Mads Eberhardt, is off on a well-deserved mini-summer break, accordingly handing me the keys to the weekly crypto...
Steno Research
357 Views
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