INSIGHT PROVIDER
Top Quartile
Andreas Steno

Andreas Steno
Head of Research and Global Chief Strategist
Steno Research

608
Insights
226.4k
Views
264
Followers
Multi-Asset Macroeconomics Cross Asset Strategy
Refresh
17 Feb 2025 07:06

Steno Signals #185 – Reciprocal Tariffs Are GOOD News! Here Is Why!

Welcome to our weekly editorial on everything macro, where we cut through the noise and deliver contrarian takes on macroeconomics, liquidity,...

Share
bullishMacroeconomics
10 Feb 2025 08:56

Steno Signals #184 – Here is the roadmap for the business cycle in 2025

Welcome to our weekly editorial on everything macro, where we aim to paint a medium-term picture of liquidity, growth, and inflation—and how these...

Share
bearishMacroeconomics
03 Feb 2025 05:38

Steno Signals #183 – The Pain Trade is a Weaker USD, While China Could Surprise on the Upside

Happy Sunday, everyone, and welcome to our weekly editorial on all things macro. Everyone I’ve spoken to today has asked me, “How would you go...

Share
bullishMacroeconomics
27 Jan 2025 05:16

Steno Signals #182 – Cutting Through the Trump Noise: A Massive Uniform Move Is Happening

Happy Sunday, and welcome to my weekly editorial on everything macro and markets. We are now at the final innings of the inauguration week, and oh...

Share
bullishMacroeconomics
20 Jan 2025 10:50

Steno Signals #181: Welcome to the golden age for risk taking (and scams)

Happy Sunday, and welcome to my weekly editorial on everything macro and markets. It’s been an incredibly eventful weekend in Trump-land, and...

Share
x