September 2022 - Steno Research

Steno Signals #16 – A (semi)-permanent energy GDP-shock in Europe?

by Andreas Steno | 2022-09-22 | Steno Signals

Developments through 2022 have exposed the interlink between macro, geopolitics and markets. We see a risk of a (semi)permanent European GDP-shock due to a lack of energy. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur,...

Steno Signals #15 – The one on inflation nuances and portfolio construction

by Andreas Steno | 2022-09-15 | Steno Signals

It is time to be humble about inflation. It is tricky to time the peak, why a basket with embedded windshields, should inflation re-accelerate, may be the best choice. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional...

Steno Signals #14: What on earth is going on in European electricity markets?

by Andreas Steno | 2022-09-08 | Steno Signals

European electricity markets are completely out of sync with fundamentals and we have spent most of this week understanding why – here is our take-away! To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or...

Steno Signals #16 – A (semi)-permanent energy GDP-shock in Europe?

Steno Signals #15 – The one on inflation nuances and portfolio construction

Steno Signals #14: What on earth is going on in European electricity markets?

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