Kay Van-Petersen
Global Macro Strategist
- @KVP_Macro
Two very big macro risks have been cleared in the last 24hrs (for now at least), the UK elections, where exit polls… https://t.co/0HkdyQ1uW2
- @KVP_Macro
Today we review the #Fed decision overnight, with extrapolated thoughts into 2020. Very interesting price action ov… https://t.co/KPE9eOEXPM
- @KVP_Macro
So much on this wk, it is hard to know where to focus. From a host of central banks including the #Fed and #ECB, to… https://t.co/0UcrBxzjwa
- @KVP_Macro
Touching on Gratitude, GOOD, year-end & pivotal next wk (UK elections & Dec 15 trade deadline), all whilst we wait… https://t.co/IujXsjrS4M
- @KVP_Macro
Today chatting on Time Decay, 86400, post analysis of service PMIs & ISM data o/n - some interesting divergences. P… https://t.co/zkJBM2BPCC
- @KVP_Macro
Today we are talking outrageous Trump comments overnight “The China trade deal is dependent on one thing: DO I WANT… https://t.co/GI6hbavIFg
- @KVP_Macro
RT @johnjhardy: Today's Market Call podcast, discussing the return of Tariff Man and equities, bonds and USD all dropping yesterday. https:…
- @KVP_Macro
@Steen_Jakobsen breaking it down on the Bloomberg European open @markets #SaxoStrats #Macro #ECB #Fed https://t.co/cE4wyDofg1
- @KVP_Macro
Again this has been a central point in #China's terms of engagement roll back ALL tariffs. Still waiting for a stri… https://t.co/Bn08LA5uFO
- @KVP_Macro
Action packed WK 49, kicks off with a bullish sentiment early Asia Mon Mrn. Santa Rally getting earlier & earlier?… https://t.co/YYajdzgLmT
- @KVP_Macro
Different Day, Same Risk-Off View... We touch on KVP's still bearish tactical take as we wait on #China response to… https://t.co/diu8xFSUYX
- @KVP_Macro
Early doors this beautiful Asia Thu mrn, yet we have US equity futures down about -30bp to -40bp, with Trump signin… https://t.co/tRPjGm4Ij6
- @KVP_Macro
Happy #Macro Wed 27 Nov 2019: Pause Button = Fed (for now). So easy que, if the trade deal is as good as done, the… https://t.co/4FRMjnd5QY
- @KVP_Macro
So the week of US Thanksgiving kicks off with green across global equity indexes with the bulls potentially setting… https://t.co/ztt5QO8Wyw
- @KVP_Macro
Week ahead is going to be a short-one for US traders & investors, given Thanksgiving weekend is on the schedule - t… https://t.co/TuqJzz2FYa
- @KVP_Macro
@Eleanor_Creagh talking the need for a bottoming out of global growth #SaxoStrats #Macro #Australia @SaxoAustralia https://t.co/6kWCEEBInI
- @KVP_Macro
Today we spend quite a bit of time on Mr. 45, who made an unscheduled hospital visit overnight. #RBA mins already o… https://t.co/jBij9MOfXM
- @KVP_Macro
So wk ahead Flash PMIs, as well as mins from #RBA, #ECB & the #FOMC. TicToc for #Alibaba listing in HK (Tue, Nov 26… https://t.co/HCwGV6P0WE
- @KVP_Macro
Happy #Macro Monday - we kick off in c. 3-4min please click here to join your live weekly cross-asset call… https://t.co/UtMcpP73JU
- @KVP_Macro
Thx to @chriscolbertX @chriscolbertX for flagging this... great snapshot of how real change (no matter how clear th… https://t.co/PHKuQETvBp
- @KVP_Macro
Touching on AliBaba, how does +$10bn within 30min o? Here comes the HK listing (Tue Nov 26). Also touch on HongKong… https://t.co/cOhWWGvDS2
- @KVP_Macro
Today we touch on day one of #Powell testimony to Congress on the US economy. As well as #Trump & Erdogan ($TUR etf… https://t.co/vY6UGhUcRu
- @KVP_Macro
@reynoada Regional CEO of Saxo Bank and John Robson, COO from @Quantifeed kicking off our collaboration for taking… https://t.co/jtE6Y9FsW6
- @KVP_Macro
#RBNZ keeping up with its surprises streak, as it leaves rates unchanged this Asia Weds morning - leading to a sque… https://t.co/ybEqSNyFOj
- @KVP_Macro
Saxo Bank always Long Coffee at Singapore FinTech Festival catch you all there tmr, drop by for the good stuff https://t.co/ke8jpnCZ5G
- @KVP_Macro
RT @bambu_robo: It's a full house in our meditation room at Bambu office. Welcoming our guest from Italy as we share about the financial di…
- @KVP_Macro
After looking like we were going to try to bounce this morning on Asia equities, we seem to have reversed again, wi… https://t.co/UDqsxG7Ooo
- @KVP_Macro
@reynoada will be holding it down for the Saxo Group on Nov 13, as part of the annual Singapore FinTech Festival. P… https://t.co/Jr3TgtgGDz
- @KVP_Macro
This week we highlight the YTD spectacular returns, i.e DAX +25%, SPX +23% CSI +32%, alongside very low volatility,… https://t.co/fTESZyHDQi
- @KVP_Macro
Happy Macro Monday Folks, its WK 46, Mon Nov 11 Quick one today folks We kick off in c. 1min please click here to… https://t.co/wlp9G7ze7E
- @KVP_Macro
RT @pocketysun: Rocked Tokyo last night! Thanks US embassy Tokyo and ACCJ for making it happen. Even though some of audience members didn’t…
- @KVP_Macro
We highlight next wk; heads up long wkd in the US, we have rate decisions out of New Zealand, Philippines & Mexico,… https://t.co/CyXNAlLQjc
- @KVP_Macro
The sensational @chloechotv hosting our #Fintech panel between the technologists & the advisors, including… https://t.co/Sx93BTaQeR
- @KVP_Macro
John Robson from @Quantifeed on stage talking “Wealthcare In A Box - enabling advisors to become digital leaders”… https://t.co/GRNN9YTCIl
- @KVP_Macro
Rebecca Martin on all things #API @ our #FinTech Conference @SaxoStrats @saxobank @SaxoSingapore https://t.co/D5DmvJ5miW
- @KVP_Macro
Crushed it, real talk. Plus he’s got the best tattoo quote I have ever seen. “All that I desire is within” Goosebum… https://t.co/LzY1quInyK
- @KVP_Macro
@chriscolbertX kicking it off with a keynote speech at our Fintech Conference in Singapore @saxobank @SaxoStrats… https://t.co/ZK6mRPwC73
- @KVP_Macro
Today we touch on #Uber, #Lyft, #UnderArmor as well further thoughts around US / CH trade deal, and the key #USDCNH… https://t.co/cWlaMZJSjj
- @KVP_Macro
Hansen... Ole Hansen... Possibly Shaken, But Never Stirred! #LoveDubai #SaxoStrats #Macro @Ole_S_Hansen https://t.co/xzz0Q1TN0w
- @KVP_Macro
RT @DavidInglesTV: Softbank just reported results. It was a "WTH" type of operating loss. At 700B, loss was way bigger than even the most b…
- @KVP_Macro
Looking for one of the best barometers on a US / China trade deal? Take a look at DollarYuan, the breaking overnigh… https://t.co/YBj4xYWfBK
- @KVP_Macro
With rate decisions in Australia & Malaysia today - most important aspect in Global #Macro will actually be whether… https://t.co/xcsGELvTEy
- @KVP_Macro
SoGal Ventures & SoGal Foundation just crushing it across the globe! Special shout out to the entrepreneurs, LPs, s… https://t.co/R9aL3vlNhU
- @KVP_Macro
The weeks focus will be post #Fed and #BoC digestion, as well as #RBA and #BoE on the horizon. #ISM Non-Mfg. from t… https://t.co/NoHVJg5esr
- @KVP_Macro
SOUTH AFRICA!!!!!!! @Trevornoah 32 - 12 vs England. Mandela & Johnny Clegg are moon walking in heaven... https://t.co/2HDXy1tJ5r
- @KVP_Macro
Speculating on speculators speculating on markets reaction post the #Fed & the #BoC, would wait until next wk & pos… https://t.co/3HcYiQyYOj
- @KVP_Macro
RT @johnjhardy: Today's Market Call podcast - looking at tonight's #FOMC and much more https://t.co/VEkOnSkap6 Great discussion today with…
- @KVP_Macro
RT @Ole_S_Hansen: WTI crude #oil trades unchanged on the day and close to its five-month average ahead of the weekly #EIA storage report at…
- @KVP_Macro
RT @novogratz: Had a great dinner with some west coast fintech pals. Learned something new about $btc. Had never heard this angle. That it…
- @KVP_Macro
Touching on the opportunity & risk on the #Fed today, US 3GDP, Au 3Q CPI, plus #Poloz's #BoC may be the actual one… https://t.co/Ybq9YozqlK
- @KVP_Macro
Was tons of fun @chepker @BloombergRadio discussing cross-assets & all things macro. Let’s see what the next 36hrs… https://t.co/P04FbO9k6g
- @KVP_Macro
Sooooooo getting in trouble over this one! :) Note House View cont. to be cautious on EQ @petergarnry KVP’s call is… https://t.co/bsKE7Bfb4D
- @KVP_Macro
Today we chat on ideas & execution, skin in the game as well as equities & bond yields heading North with a day to… https://t.co/k9rqunZoCx
- @KVP_Macro
Epic week ahead given the combination of Fed, BoC, US3Q GDP, US NFP & ISM Mfg., 3Q Aus CPI plus "The GoB" (Game of… https://t.co/wa4yPrXEZm
- @KVP_Macro
RT @jbrukh: We live in a world where Xi Jinping extols the benefits of blockchain while the US prosecutes innovators. 🤦♂️ https://t.co/gk…
- @KVP_Macro
Xi Jinping’s Speech at the 18th Collective Study of the Chinese Political Bureau of the Central… by @Mable_Jiang… https://t.co/SkWEGCuQC8
- @KVP_Macro
Happy Macro Monday Folks, its WK 44, Mon Oct 28 - we kick off in c. 2-3min please click here to join your live week… https://t.co/43HqzFos1l
- @KVP_Macro
Action packed week coming up, with Fed, US 3Q GDP, ISMs & non-farm payrolls... plus no doubt new #Brexit episodes d… https://t.co/4qIsCG1dVy
- @KVP_Macro
House View is now 50% chance of a UK general election & Brexit by end of Jan 2020 - stay tuned! #Macro #Brexit… https://t.co/oHzLAI02hA
- @KVP_Macro
From Tues Morning Asia (pre the voting that went down, so some MtM), always fun hanging out on Bloomberg TV with th… https://t.co/icUOxPpSTa
- @KVP_Macro
Sterling sensational ascent... Cad elections countdown & day ahead. There are always profitable opportunities...… https://t.co/BIPwLeGnD9
- @KVP_Macro
As always nothing here is investment advice, we all need to do our own Due Diligence & take responsibility for our… https://t.co/DN50sNuGkJ
- @KVP_Macro
This one is for the contrarians, the pioneers, the innovators, the first one's through the door & importantly the… https://t.co/kRC5YdUFSI
- @KVP_Macro
US House approves Hong Kong bills in boost for protesters @AJENews https://t.co/hzv8zztGZ3 #HK #SaxoStrats #MacroMonday #Macro
- @KVP_Macro
New day, new ripples, same theme... - latest is that potential HK bill crafted by the US Senate could face a seriou… https://t.co/K0eR1cJsr2
- @KVP_Macro
Early Days! So this wk’s Macro Monday had the phrase “here we go again” and we have already seen that play out over… https://t.co/8xRcKIh3Z2
- @KVP_Macro
RT @BloombergRadio: Asian stocks mostly higher, Apple, @Tencent @HarleyDavidson North Korea food supply, swine fever @KVP_Macro says US-Chi…
- @KVP_Macro
This week starts with equities rallying out of the gates on the euphoria of "Phase One" partial deal completion in… https://t.co/qFj6vi8hxd
- @KVP_Macro
RT @Ole_S_Hansen: #FF my talented colleagues at @saxobank @Steen_Jakobsen CIO #macro @johnjhardy #forex @petergarnry #stocks and quant @D…
- @KVP_Macro
Thu Asia Morning, sees US equities start off down more than -1.00%, before retracing losses alongside regional equi… https://t.co/VIUH1L7vz1
- @KVP_Macro
Looks like US is setting up the upcoming US/China trade talks for failure, as we get visa bans for Chinese official… https://t.co/fa1paeVgGR
- @KVP_Macro
Welcome to WK 41 where we have FOMC minutes due [we are now c. 81% chance of Oct 30 cur, up from 40% from last Mon]… https://t.co/CAJ9PWzJMk
- @KVP_Macro
In the currency race to the bottom, perhaps the USD can never catch up? https://t.co/Qd8PwqfO0B #SaxoStrats #Macro… https://t.co/CMCNzk9UUh
- @KVP_Macro
US Super Friday, Here Come the Non-Farm Payrolls! With the declining US economic data this wk, tonight's NFP become… https://t.co/J1xdWiyXyX
- @KVP_Macro
Global Macro APAC Morning Brief Thu 3 Oct 2019 - Will Service PMIs reverse the current bearish sentiment?… https://t.co/pLSAd3nEs0
- @KVP_Macro
With #USDJPY at 107 Makes you wonder whether for 4Q having 103 or 100 one-touch options makes sense from a tail-ris… https://t.co/rn6Waw2Y8G
- @KVP_Macro
RT @SusanLiTV: Biggest #Stockmarket #SELLOFF in 6 weeks after BEST 3 quarter start 4 S&P since 1997! #WallStreet spooked by slowing #global…
- @KVP_Macro
#MacroMonday WK 40 Impeachment Investigation Implications | Saxo Group https://t.co/9En7BIvs5H via @saxobank… https://t.co/XfHTgOR8Hu
- @KVP_Macro
RT @realDonaldTrump: Secretary of State Pompeo recieved permission from Ukraine Government to release the transcript of the telephone call…
- @KVP_Macro
Nancy Pelosi Announces Formal Impeachment Inquiry of Trump https://t.co/9ZywmGIQHe #SaxoStrats #Macro #Trump
- @KVP_Macro
RT @thetailchaser: Oh, career risk... Difference between genius and crazy: success. We're driven by envy... so better to screw up as a t…
- @KVP_Macro
Happy #Macro Monday Folks, we kick off in c. 2min https://t.co/CTP8SnuC4p At the usual 08:30 SGT/HKT, 09:30 TOK,… https://t.co/aUI2SzvPxR
- @KVP_Macro
RT @Hipster_Trader: When your WeWork coworkers sold their shares on the secondary market but you hung on for the IPO https://t.co/hlIaUzZx2k
- @KVP_Macro
RT @CNBCnow: Masayoshi Son, chief of WeWork’s largest investor SoftBank, is in favor of removing Adam Neumann as CEO of the start-up as the…
- @KVP_Macro
RT @Steen_Jakobsen: Ahead of the next financial crisis, one market strategist claims this is ‘the best long-term risk-reward trade out ther…
APAC Morning Macro Brief – Happy Macro Fri 13 Dec 2019: Fri 13th = Boris UK Win + US-CH Deal
Kay Van-Petersen
Global Macro Strategist
APAC Morning Macro Brief – Happy Macro Thu 12 Dec 2019: Powell = On The Fence, UK Election = ???
Kay Van-Petersen
Global Macro Strategist
Macro Monday Week 50: From UK Elections to the Fed & ECB, to Impeachments, to Dec 15 Trade Tariffs Deadlines…
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Fri 6 Dec 2019: Gratitude = Gateway to Success
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Thu 5 Dec 2019: Time Decay & 86400...
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Wed 4 Dec 2019: Downright Outrageous Trump... plus Saxo's 2020 Outrageous Predictions
Kay Van-Petersen
Global Macro Strategist
OP 2020: Asia launches new reserve currency in move away from US dollar dependence
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Tue 3 Dec 2019: Is this really risk-off, or a speed bump during Santa Rally?
Kay Van-Petersen
Global Macro Strategist
Macro Monday Week 49: Does "China Strike Back" Amid An Action Packed Week?
Kay Van-Petersen
Global Macro Strategist
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