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Andreas Steno

CEO at Steno Research. Macro afficionado, investment analyst and Madridista. Host/Editor @ Real Vision. Hosting "The Macro Trading Floor" podcast @ Blockworks.
Andreas Steno Larsen
Steno Signals #189 – The Perception vs. Reality of Inflation: A Growing Divide

Steno Signals #189 – The Perception vs. Reality of Inflation: A Growing Divide

The gap between surveyed/anticipated inflation and measured inflation has been widening rapidly in recent weeks. Are surveys accurately predicting what’s ahead, or is inflation actually trending lower? Let’s take a closer look.

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Steno Signals #189 – The Perception vs. Reality of Inflation: A Growing Divide

Steno Signals #188 – The Inflation Cry Wolf or a Big Wave in the Making!?

Everyone is certain that inflation is coming back in force due to tariffs, and while that is admittedly the straightforward conclusion, current live observations suggest a different picture. Could inflation surprise to the downside?

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Steno Signals #187 – Remember August & September 2024? Tariffs are to blame

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

“How would you go long the USD at the Wellington open?” is a clear hint of the current sentiment. Could the USD peak already today, and where is the money to be found in this environment? Trade suggestions for this week are attached!

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Steno Signals #187 – Remember August & September 2024? Tariffs are to blame

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

What a weekend in Trump-land, set against a macroeconomic environment that, as far as I can tell, looks more like 2021 than 2017. If we cut through all the noise, it seems we’re still early in the business cycle—and things are accelerating once again.

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Steno Signals #187 – Remember August & September 2024? Tariffs are to blame

Steno Signals #180 – Some men just want to see the world burn (but not Trump)

Consensus is being torn apart from every direction—right, left, and center. This is typical in the early stages of a new trading year. So, what’s the current consensus, and how might it be wrongfooted? Let’s take a closer look!

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Steno Signals #187 – Remember August & September 2024? Tariffs are to blame

Steno Signals #128- I thought Trump and tariffs were supposed to lead to a bond riot?

The trend shift in fixed income is remarkable and sharply contrarian to the post-Trump consensus. We expect more of the same ahead, coupled with a firm decision by the Fed to support liquidity in December. Meanwhile, gold may see a catalyst.

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