Geopolitical Analyst, Steno Research, Steno Research

Mikkel Rosenvold

Geopolitical Analyst, Steno Research

Macro and Geopolitical Research House

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.

Cross Asset Strategy

<ul><li>We cover the Trump assassination attempt in other spaces, so in this we’ll focus on the political fallout and touch upon other relevant topics, including the Chinese Policy Plenary.</li><li>Firstly some thought on Trump picking J.D. Vance as his running mate.</li><li>As a staunch Trump supporter, Vance represents a more grassroots, anti-establishment figure compared to others like Nikki Haley.</li></ul>

We cover the Trump assassination attempt in other spaces, so in this we’ll focus on the political fallout and touch upon other relevant topics, including the Chinese Policy Plenary.Firstly some thought on Trump picking J.D. Vance as his running mate.As a staunch Trump supporter, Vance represents a more grassroots, anti-establishment figure compared to others like Nikki Haley.

Great Game – Trump: Election or Coronation?

Macroeconomics

<ul><li>Welcome to another election-heavy Great Game as we continue the 2024 ballot bonanza.</li><li>This week saw the pivotal elections in both the UK and France as well as a very different, but also very interesting presidential election in Iran.</li><li>We’ll cover all three and what they might mean for investors.</li></ul>

Welcome to another election-heavy Great Game as we continue the 2024 ballot bonanza.This week saw the pivotal elections in both the UK and France as well as a very different, but also very interesting presidential election in Iran.We’ll cover all three and what they might mean for investors.

Great Game – Election Analysis for UK, France and Iran

<ul>
<li>Hello and welcome to this week’s Great Game.</li>
<li>The First Round of the French Legislative Election was held on Sunday and the initial results suggested a clear win for Marine Le Pen’s far-right coalition around her National Rally party</li>
<li>Biden is starting to drop rapidly in polls after the US presidential debate.</li>
</ul>


Hello and welcome to this week’s Great Game.
The First Round of the French Legislative Election was held on Sunday and the initial results suggested a clear win for Marine Le Pen’s far-right coalition around her National Rally party
Biden is starting to drop rapidly in polls after the US presidential debate.


Great Game – Biden in Free-Fall and a French Ménage À Trois

<ul><li>Clashes between Israeli forces and Hezbollah militants intensified along the Israel-Lebanon border.</li><li>The conflict escalated after a Hezbollah rocket attack on an Israeli border town killed four civilians.</li><li>In response, Israel launched airstrikes targeting Hezbollah positions in southern Lebanon, resulting in significant casualties and infrastructure damage.</li></ul>

Clashes between Israeli forces and Hezbollah militants intensified along the Israel-Lebanon border.The conflict escalated after a Hezbollah rocket attack on an Israeli border town killed four civilians.In response, Israel launched airstrikes targeting Hezbollah positions in southern Lebanon, resulting in significant casualties and infrastructure damage.

Great Game – Israel and Hezbollah headed for war?

<ul><li>Welcome to this weeks Great Game, in which we will cover 3 major stories right now – European EV tariffs, the upcoming election in France and the turmoil in Brazil.</li><li>EU Tariffs on Chinese Electric Vehicles Situation: The European Commission is expected to disclose this week the tariffs it plans to impose on Chinese electric vehicles (EVs) due to what it says are excessive subsidies.</li><li>This move follows Washington’s recent decision to quadruple duties for Chinese EVs to 100%, although Brussels is expected to set significantly lower tariffs.</li></ul>

Welcome to this weeks Great Game, in which we will cover 3 major stories right now – European EV tariffs, the upcoming election in France and the turmoil in Brazil.EU Tariffs on Chinese Electric Vehicles Situation: The European Commission is expected to disclose this week the tariffs it plans to impose on Chinese electric vehicles (EVs) due to what it says are excessive subsidies.This move follows Washington’s recent decision to quadruple duties for Chinese EVs to 100%, although Brussels is expected to set significantly lower tariffs.

Great Game – Why Tesla is winning the EU-China trade war

Geopolitical Analyst based out of Copenhagen, Denmark.

Fields of expertise span European Politics, Global Conflicts, Geopolitical Strategy and Political Economy.