Kay Van-Petersen
Global Macro Strategist
- @KVP_Macro
RT @JiuJitsustyle: Marcelo Garcia is one of the most prolific competitors to have ever graced the Jiu Jitsu mats and one of our sporting ic…
- @KVP_Macro
RT @Steen_Jakobsen: Wall Street Weighs Wild-Card Risk of U.S. Move to Weaken Dollar https://t.co/ogkPOqGuHz
- @KVP_Macro
RT @Ole_S_Hansen: #Stocks, #bonds and #gold all moved higher and the $USD lower after Fed Chair Powell's testimony affirmed that the Fed is…
- @KVP_Macro
RT @Ole_S_Hansen: #Gold buying cont. albeit at a slower pace than the previous four weeks. During this time the net-long has jumped by 208k…
- @KVP_Macro
Folks we are back with #Macro Monday! Kicks off in about 1min! Super tight his morning.. touching on #Turkey… https://t.co/srQCYHEyZC
- @KVP_Macro
RT @Steen_Jakobsen: Lagarde to Succeed Draghi as ECB Chief as Economy Weakens // MMT is now a fact ..... https://t.co/2OFdit5igM
- @KVP_Macro
RT @BloombergRadio: Asian stocks mixed @RealDonaldTrump - Xi meeting @Huawei China military @Boeing Max problem, China eco @stevenmnuchin1…
- @KVP_Macro
RT @Ole_S_Hansen: Strong buying of #gold continued ahead of the post-FOMC surge to $1400/oz. Funds increased the net-long by 21% to 190k lo…
- @KVP_Macro
STAY IN THE GANE! This is powerful, thx for sharing Max, Chica, @AlbertBridgeCap & full salute to @KennyKennyMoe3 https://t.co/3BoRK5vghe
- @KVP_Macro
RT @BullOakCapital: “Socialism comes from the heart. Capitalism comes from the head.” I want every person on earth to watch this video. ht…
- @KVP_Macro
#SaxoStrats #MacroMonday #Macro #GDX #GDXJ #SIL Is #gold the 'new' #bitcoin? 😋 https://t.co/SxLFkuiZc3
- @KVP_Macro
RT @agurevich23: Fed: We're hiking and reducing balance sheet on autopilot. Market: You're easing in a year. Fed: We're pausing, but still…
- @KVP_Macro
RT @irwin_brenda: On the topic of male bias in #venturecapital: “1.5% of venture investment goes to female founded businesses in the Nethe…
- @KVP_Macro
RT @Grace_4ofaKPod: ATTENTION: #startups that are pre-Series A (raised < $3M) with at least one woman or diverse founder, apply for @IamSoG…
- @KVP_Macro
RT @Danske_Research: Denmark 1bp away from being the first country - as far as we know - where all government bonds are trading with a neg…
- @KVP_Macro
RT @saxobank: Saxo Head of APAC #Macro Strategy, @KVP_Macro, gives us his 90-second take on what Wednesday’s crunch #FOMC meeting is likel…
- @KVP_Macro
A must watch as next 1-2 FOMC mtgs could be the next more important in rgds to turn of the Fed cycle... #SaxoStrats… https://t.co/d4fSj8sQwH
- @KVP_Macro
RT @anilvohra69: On Friday, Trump gave notice that under sec 232 auto imports are a national security threat. If Lightizer can’t negotiable…
- @KVP_Macro
RT @anilvohra69: Stan Druckenmiller, NY Economic Club interview, Jun 3rd (LONG THREAD) https://t.co/O3G5IFjzd7 Here is a brief summary…
- @KVP_Macro
RT @Ole_S_Hansen: We maintain a bullish longer term view on #gold but the risk of tactical short-term selling (target $1305) has emerged on…
- @KVP_Macro
RT @jsblokland: #China pork prices rose 18% in May, pushing up food price #inflation and headline #inflation. https://t.co/9SNrkW2bBh
- @KVP_Macro
RT @realDonaldTrump: ....stem the tide of Migration through Mexico, and to our Southern Border. This is being done to greatly reduce, or el…
- @KVP_Macro
RT @realDonaldTrump: I am pleased to inform you that The United States of America has reached a signed agreement with Mexico. The Tariffs s…
- @KVP_Macro
Boom! I love it when a plan comes together... This is what trading global macro is all about. The few inflection p… https://t.co/zg0kmNIwZG
- @KVP_Macro
RT @realDonaldTrump: ....at which time the Tariffs will be removed. Details from the White House to follow.
- @KVP_Macro
RT @realDonaldTrump: On June 10th, the United States will impose a 5% Tariff on all goods coming into our Country from Mexico, until such t…
- @KVP_Macro
So think what happened with #USDTRY last year... would also expect the 6.90 to 6.95 range of the yuan to be challen… https://t.co/KDciOocTDZ
- @KVP_Macro
Its likely going to be an absolute bloodbath today. Trump smacking tariffs on all Mexican goods, escalates the trad… https://t.co/ed08zeqhET
- @KVP_Macro
RT @1NewsNZ: Budget 2019 leaks came after Treasury was 'deliberately and systematically hacked' https://t.co/Ac8zmxzuWd https://t.co/UJ1Mq3…
- @KVP_Macro
RT @Steen_Jakobsen: The Trump administration’s latest increase in tariffs on Chinese imports “are likely to create large economic distortio…
- @KVP_Macro
Gooooooooooooooooooooooooood Morning to the Asia Pacific & Happy #MacroMonday. A good evening/night to the Americas… https://t.co/SwwJRwnkeA
- @KVP_Macro
RT @NAR: Southeast Asians are leaving Silicon Valley for the booming tech scene back home. https://t.co/YYBshzLIJZ
- @KVP_Macro
#Brilliant Whoever thought of this commercial deserves a serious pay rise. I can now see future executive contracts… https://t.co/TvBTl854ut
- @KVP_Macro
RT @DavidInglesTV: “He's lied his way through life. He's lied his way through politics. He's a huckster with a degree of charm to which I a…
- @KVP_Macro
RT @pocketysun: Thank you @Inc for making this and including @sogalventures! We invest in startups with at least 1 female founder that…
- @KVP_Macro
Anything is always possible in the markets... #SaxoStrats #MacroMonday #China #TradeTalks https://t.co/fObheLyCwo https://t.co/CSIrnQTO91
- @KVP_Macro
RT @NatalieFratto: Started a new job this week and got a new hat, too cc @GoldmanSachs #LaunchwithGS https://t.co/XSKKVhqkec
- @KVP_Macro
RT @Dembik_Chris: Join us tomorrow at 11:35am if you are in Luxembourg. Will discuss technology trade war, Fed monetary policy, EU challeng…
- @KVP_Macro
Contrarian trades right now are risk-on: + $NZDJPY, + $AUDJPY, + $CADJPY, - $USDCNH, - $EURGBP, - $EURNOK, -… https://t.co/ZltF44iJbP
- @KVP_Macro
#SaxoStrats #TradeTalks #ChinaStrikesBack #MacroMonday #Macro $SPX $NDQ https://t.co/2avL20J7Ft
- @KVP_Macro
On top of which bunds are now -10bp vs. JGBs -5bp vs. USTs at +240bp... stunning! #SaxoStrats #MacroMonday #Macro… https://t.co/gT7AxwS52L
- @KVP_Macro
RT @Steen_Jakobsen: Billionaire vows to pay off student debt of college class https://t.co/9mcbbkbGgB via @financialtimes
- @KVP_Macro
Happy Macro Monday everyone, please join us now... on https://t.co/CTP8SnuC4p @ 08:30 SGT/HKT/CST Good Morning Eve… https://t.co/ByBSt5YEQk
- @KVP_Macro
RT @Schuldensuehner: Good Morning from #Germany where the bond market indicates #Japanification and slow growth. The yield curve is partly…
- @KVP_Macro
RT @lisaabramowicz1: Here's one Fed member who isn't keen on placating markets and cutting rates: Kansas City Fed President Esther George s…
- @KVP_Macro
RT @realDonaldTrump: China will be pumping money into their system and probably reducing interest rates, as always, in order to make up for…
- @KVP_Macro
Our very own CIO @Steen_Jakobsen holding court with the fabulous Bloomberg TV team @BloombergTV @markets talking Gl… https://t.co/SzFbTlitrQ
- @KVP_Macro
RT @dailydirtnap: New York is a good place to be from, not a good place to be https://t.co/N3MIyTHPrQ
- @KVP_Macro
RT @ReutersChina: China to impose tariffs on U.S. goods despite Trump warning https://t.co/yngAbo9bbw
- @KVP_Macro
RT @pocketysun: Thanks Tatler for spreading the love! #GenerationT https://t.co/5DaMrqfb1g
- @KVP_Macro
RT @W7VOA: And @POTUS is now indicating trade talks with #China might not resume until after #Election2020. https://t.co/FfcrLJphPi
- @KVP_Macro
RT @realDonaldTrump: “We have been engaged in an unfair relationship with China for a long time. They have reneged on the commitments they…
- @KVP_Macro
RT @realDonaldTrump: Your all time favorite President got tired of waiting for China to help out and start buying from our FARMERS, the gre…
- @KVP_Macro
RT @realDonaldTrump: ....If we bought 15 Billion Dollars of Agriculture from our Farmers, far more than China buys now, we would have more…
- @KVP_Macro
RT @realDonaldTrump: Tariffs will bring in FAR MORE wealth to our Country than even a phenomenal deal of the traditional kind. Also, much e…
- @KVP_Macro
RT @realDonaldTrump: ....agricultural products from our Great Farmers, in larger amounts than China ever did, and ship it to poor & starvin…
- @KVP_Macro
RT @realDonaldTrump: ....The process has begun to place additional Tariffs at 25% on the remaining 325 Billion Dollars. The U.S. only sells…
- @KVP_Macro
RT @realDonaldTrump: Talks with China continue in a very congenial manner - there is absolutely no need to rush - as Tariffs are NOW being…
- @KVP_Macro
RT @arappeport: UPDATE: A Trump administration official says China talks have feel of a breakup meeting; White House is modeling economic e…
- @KVP_Macro
#Australian EQ divergence seems to ignore significance of the trade war & potential further headwind pressure for… https://t.co/WhZ8LNuDTe
- @KVP_Macro
*S. KOREA SAYS N. KOREA FIRES UNIDENTIFIED PROJECTILES: YONHAP And this was on top of a very risk-off day... hard… https://t.co/DCv4ZCm7VD
- @KVP_Macro
RT @julesaly: Very sorry to hear about the closure of @YourMoneyAus - some great journalists losing their jobs. Please DM me if I can help,…
- @KVP_Macro
RT @Ole_S_Hansen: 4) Holding onto support at $1319 however will send a signal that the latest setback was nothing more than a weak correcti…
- @KVP_Macro
RT @Ole_S_Hansen: 3) ... headline risks have triggered a reality check among specs. Fundamentals remain supportive but given the distance i…
- @KVP_Macro
RT @Ole_S_Hansen: 2) ... raising talks about supply shortages. Now the opposite is happening because specs are bailing out. The fundamental…
- @KVP_Macro
RT @Ole_S_Hansen: 1) The current #palladium weakness once again raising questions about how much we can read into contango and backwardatio…
- @KVP_Macro
RT @Ole_S_Hansen: #Palladium under renewed pressure as weak auto sales and US-China trade dispute remove focus from tight supply. Key suppo…
- @KVP_Macro
Australia’s had six leadership changes in just 12 years. It might be about to get another one… https://t.co/hl8h6bPXbC
- @KVP_Macro
Exclusive: #China backtracked on nearly all aspects of U.S. trade... https://t.co/5Lm9OfZTLQ #SaxoStrats #MacroMonday #Macro
- @KVP_Macro
RT @jsmian: Some thoughts on Silicon Valley's endgame. We have long said the biggest risk to the bull market is an Uber IPO. That is now up…
- @KVP_Macro
Could not say it better myself... @TheKouk ... There is proactive & reactive... We are all the same train some of j… https://t.co/2zS0nHNSYn
- @KVP_Macro
Which means we could have a few limit down days in Asia equities if this continues to unravel, further it only ampl… https://t.co/NmN6kn1od7
- @KVP_Macro
Its getting hot in here... #SaxoStrats #MacroMonday Its worth noting... the scenario of a trade deal break up... or… https://t.co/rckawfdV6Y
- @KVP_Macro
#SaxoStrats #RBA #AUDUSD #USDJPY we may finally be getting into a new lower range on AUD #MacroMonday https://t.co/i0T4V9krKF
- @KVP_Macro
#NorthKorea seems to have fired a missile this Sat morning in Asia... Wonder what if any will be response from… https://t.co/ZXtyD01gI2
- @KVP_Macro
RT @danbartlett6: Hey retail competitors out there (you know who you are 😉) how about paying your taxes? https://t.co/Rmh3VZOHsG @JeffB…
About Kay Van-Petersen
Kay Van-Petersen joined Saxo Bank in 2014 as a Global Macro Strategist, based in Singapore. He focuses on delivering strategies and analyses across asset classes based on monetary & fiscal policies, global geopolitical landscapes as well as other macroeconomic fundamentals. He also takes into account market sentiment, technical and momentum factors.
KVP has over a decade of experience in the financial markets, with the majority of those years spent as a trader & analyst across multiple strategies including: global macro, equity long/short, fundamental value, event-driven and special situations. He is the author of various multi-asset/strategy research products the weekly “Macro Mondays” calls and reports with a focus on tactical as well as strategic positioning. He also contributes to Saxo Bank’s Quarterly outlooks and other thematic investment pieces as well as making special situation ad hoc calls.
Kay Van-Petersen joined Saxo Bank in 2014 as a Global Macro Strategist, based in Singapore. He focuses on delivering strategies and analyses across asset classes based on monetary & fiscal policies, global geopolitical landscapes as well as other macroeconomic fundamentals. He also takes into account market sentiment, technical and momentum factors.
KVP has over a decade of experience in the financial markets, with the majority of those years spent as a trader & analyst across multiple strategies including: global macro, equity long/short, fundamental value, event-driven and special situations. He is the author of various multi-asset/strategy research products the weekly “Macro Mondays” calls and reports with a focus on tactical as well as strategic positioning. He also contributes to Saxo Bank’s Quarterly outlooks and other thematic investment pieces as well as making special situation ad hoc calls.
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