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Ulrik Simmelholt
Junior Finance Analyst
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Steno Research
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Denmark
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02 January 2023
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bullish
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Macroeconomics
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17 Jul 2024 20:07
Macro Watch: 5 Charts That’ll Cure Your Recession Blues!
bank earnings are exceeding expectations widely, and traditionally, bank earnings are a precursor to credit cycle trends as evidenced by the...
Steno Research
164 Views
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bullish
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Cross Asset Strategy
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17 Jul 2024 11:19
Equity Watch: The Trump versus Biden Basket
We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...
Steno Research
234 Views
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bullish
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Cross Asset Strategy
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16 Jul 2024 09:47
Energy Cable: Copper Prices Are Too High!
This week, we will take a look at copper, which has rebounded in July, and also discuss freight rates, where calmer weather at the Cape of Good...
Steno Research
190 Views
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bullish
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Macroeconomics
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12 Jul 2024 17:18
Labor Watch: This doesn’t exactly scream recession (yet) …
Take aways: This currently looks more like normalization than weakening More fuel to the story of an income driven cycleThe productivity /...
Steno Research
358 Views
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bullish
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Cross Asset Strategy
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09 Jul 2024 11:50
Energy Cable: When it Rains, It Pours in Shipping
Takeaways:More pressures on freight rates… Still no spillover to PPI/CPIHedge funds appear to have an appetite for crude oil, but not so much for...
Steno Research
159 Views
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