Andreas Steno Larsen | Trader Summit

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Andreas Steno Larsen

Founder

Steno Research

Andreas is the former Global Chief Strategist of Northern Europe’s largest bank but has now founded his own independent research company called Steno Research. Andreas is among other things a Senior Editor at Real Vision, the host of “The Macro Trading Floor” podcast at Blockworks and the editor of the newsletter “Steno’s Essential Signals”. Being born and raised in FX, Andreas now monitors all asset classes and builds state of the art allocation models based on his quantitative macro framework. On top of the financial analysis, Andreas is a well-known business angel, having pre-seed funded successful projects such as MarketReader and ScaleUp Finance along the way.

Articles Written by : Andreas Steno Larsen

BREAKING: 3 Reasons why the BoJ Decision is NOT a Gamechanger

Breaking: 3 Reasons why the BoJ Decision is NOT a Gamechanger We have released a special edition of our podcast...

Steno Signals #58 – Rebound or Recession? Or Both?

Rebound or Recession? Or Both? We are at macro crossroads as markets start to chase a cyclical rebound in the...

Steno Signals #56 – The Business Cycle that Everyone Misunderstood! Here’s Why

The Business Cycle that Everyone Misunderstood! Here's Why Positioning reveals that the pain trade is higher rates, while the recession...

Steno Signals #52 – Remember 2007? It’s Here Again… 5 Reasons Why we will Repeat All Mistakes

"Remember 2007? It's Here Again... 5 Reasons Why we will Repeat All Mistakes" Should the Fed skip/pause on Wednesday, we’d...

Steno Signals #51 – Bye bye inflation, hello lay-offs? Here is what to trade

"Bye bye inflation, hello lay-offs? Here is what to trade" When headline inflation wanes fast, real wages grow, while corporate...

Steno Signals #50 – Singing Hallelujah while being asleep at the wheel!

"Singing Hallelujah while being asleep at the wheel!" AI is mana sent from heaven, while McCarthy and Biden have allegedly...

Steno Signals #49 – Everything Related to the Deposit Crisis Keeps Worsening Beneath the Hood

"Everything Related to the Deposit Crisis Keeps Worsening Beneath the Hood" Given the lack of an imminent economic crash risk,...

Steno Signals #48 – Markets vastly underestimate the impact on USD funding from the debt ceiling

"Markets vastly underestimate the impact on USD funding from the debt ceiling" The USD debt ceiling is a returning topic...

The Liquidity Outlook is About to Turn Much Worse

The Liquidity Outlook is About to Turn Much Worse The banking stress continues among regional banks and the liquidity outlook...

Steno Signals #46 – Liquidity is Drying Up Fast! Sell in May and Go Away?

"Liquidity is Drying Up Fast! Sell in May and Go Away?" We have been bullish on equities through the year...

Steno Signals – Japan Watch: Ueda is Under Increasing Pressure to Act

"Japan Watch: Ueda is Under Increasing Pressure to Act" The first meeting with Ueda at the helm takes place this...

Steno Signals – 4 Ways Consensus Could Be Wrongfooted

"4 Ways Consensus Could Be Wrongfooted" Here is a list of four concrete ways that consensus could be wrongfooted based...

Steno Signals – 6 Reasons Why the USD Doom and Gloom is Overdone

"6 Reasons Why the USD Doom and Gloom is Overdone" **** Find out about the USD’o’meter and how to use...

Steno Signals – 10 Reasons Why No One Will Talk Inflation in 6 Months From Now

"10 Reasons Why No One Will Talk Inflation in 6 Months From Now" No one will talk about inflation in...

Steno Signals #42 – 4 Takeaways From Investor Meetings in New York

"4 Takeaways From Investor Meetings in New York" What a week in London and New York!I truly enjoyed meeting a...

European Bank Loan Books Look WORSE Than US Peers

European Bank Loan Books Look WORSE Than US Peers Europe is better equipped to deal with a liquidity crisis than...

Here are 3 Ways to Track the Deposit Flight

Here are 3 Ways to Track the Deposit Flight ****Go to → https://stenoresearch.com/subscribe/ and use “crisis20” to get 20% off your first subscription. Remember...

Will the Fed Cut By 2% Before Year-End?

Will the Fed Cut By 2% Before Year-End? The cutting cycle looks more and more likely by the day and...

Steno Signals #40 – The Banking Crisis is Likely to Accelerate in Coming Weeks

"The banking crisis is likely to accelerate in coming weeks" The banking crisis will continue to rage until the Fed...

5 Things We Watch: 5 Things You Need To Know On The Banking Turmoil

5 Things We Watch: 5 Things You Need To Know On The Banking Turmoil Things are about to get serious....

10 Banks with a Toxic Balance Sheet Cocktail, if Commercial Real Estate Drops Further

10 Banks with a Toxic Balance Sheet Cocktail, if Commercial Real Estate Drops Further We have moved our focus to...

Steno Signals – Is China Your Only Feasible Savior in 2023?

"Is China Your Only Feasible Savior in 2023?" This editorial is a free part of our “China Week” coverage on www.stenoresearch.com...

Steno Signals – 3 Charts That Will Wrongfoot All the Bears

"3 Charts That Will Wrongfoot All the Bears" We have listened to the feedback and implemented a 2 week trial for subscriptions...

Introducing “The Problem Index” – which countries have the worst demographics?

Introducing "The Problem Index" - which countries have the worst demographics? Which countries have the absolute worst demographics? How can...

Steno Signals #36 – Why 50% of the current rebound is manufactured in a spreadsheet

"Why 50% of the current rebound is manufactured in a spreadsheet" We experience seasonal adjustments to an extent NEVER seen...

Japan Watch – The YCC Time Bomb for Western Fixed Income

Japan Watch - The YCC Time Bomb for Western Fixed Income Japan is as MUST watch as a risk taker...

Steno Signals #35 – Everyone is going to be surprised by rising global liquidity!

"Everyone is going to be surprised by rising global liquidity!" We have spent many hours discussing the liquidity outlook in...

Steno Signals #34 – From a recession to a soft landing to a raging boom in just under one week!

"From a recession to a soft landing to a raging boom in just under one week!" Economic data is currently...

Positioning Watch – Is this a Bear Market Rally or the Beginning of a Bull Run?

"Positioning Watch – Is this a Bear Market Rally or the Beginning of a Bull Run?" Each Saturday we release...

Steno Signals – 5 Things You Need To Watch in Global Macro: The Inflation Crisis Is Spreading Through Asia

"5 Things You Need To Watch in Global Macro: The Inflation Crisis Is Spreading Through Asia" Each week we walk...

Steno Signals – Asset Allocation Watch: How to position for USD weakness?

"Asset Allocation Watch - How to position for USD weakness?" Dear all,We have had a lot of feedback on our...

Steno Signals #32 – INTRODUCING ‘THE WALLER RULE’ Causing S&P to Bottom in 3200-3300 in H2-2023?

"INTRODUCING 'THE WALLER RULE' Causing S&P to Bottom in 3200-3300 in H2-2023?" Dear all,We have received tremendous feedback on our...

Steno Signals #30 – Recession Time and Big News!

"Recession Time and Big News!" Dear loyal readers of Steno’s Signals. First, thank you very much for your support in...

Steno Signals – The Energy Cable #1

"The Energy Cable #1" Price signals are starting to look increasingly bearish in oil and natural gas, in particular in...

Steno Signals #29 – Get Ready for a Historic EUR Curve Inversion

"Get Ready for a Historic EUR Curve Inversion" Is the EUR swap market prepared for what’s coming in 2023? We...

Steno Signals #28 – 2 Reasons to Start 2023 With a Bit of Equity Exposure

"2 Reasons to Start 2023 With a Bit of Equity Exposure" Right about everyone and their mother expects a new...