Kay Van-Petersen
Global Macro Strategist
- @KVP_Macro
In today's #MacroDragon we tune into the Novel Coronavirus (a.k.a 2019-nCoV / #Wuhan Coronavirus) for the latest up… https://t.co/yi0eVjaVZL
- @KVP_Macro
The fallout from the coronavirus will likely see the Fed downgrading its outlook for growth and waxing dovish on ra… https://t.co/d9MLXnDFbb
- @KVP_Macro
Back in post the Lunar Holiday Break in the #LionCity, KVP checks in on the latest on the #coronavirus, as well as… https://t.co/DgO1QkDrCc
- @KVP_Macro
Its #ECB Thu today + we also touch in on the latest in the #coronavirus & Wuhan lock-down. #BoC tilt towards cut on… https://t.co/QYUY9HvLKa
- @KVP_Macro
China stocks tumble on Wuhan virus spread but other Asia markets steady https://t.co/SSs24E2nN3 #MacroDragon # Saxo… https://t.co/2qwZRQCD4V
- @KVP_Macro
Today's #MacroDragon glances over the likely BoJ wash & potential US/EU Tech Tues. We also check in on the SARs lik… https://t.co/T81P1ZVRC9
- @KVP_Macro
Forgot to share this yest! We kick off WK # 4 with a Macro Dragon that looks at all the Major Central banks that wi… https://t.co/KkQGUWW1rI
- @KVP_Macro
Today we touch on what it takes to wear the coveted Number One Head Band. As well as check in on the DollarYen brea… https://t.co/JMXhg5yWZW
- @KVP_Macro
Today's Macro Dragon is re-flagging the positive credit impulse, as well as strong swiss franc that have been touch… https://t.co/tLBWCQA8Mo
- @KVP_Macro
Macro Dragon is talking o/n noise - boohu no more tariff changes until after elections... pls... with Trump there a… https://t.co/bzeuIEj8Qu
- @KVP_Macro
RT @JeffBezos: Just landed in India and spent a beautiful afternoon paying my respects to someone who truly changed the world. “Live as if…
- @KVP_Macro
RT @Ole_S_Hansen: Five weeks of $USD selling vs ten IMM #forex futures and $DXY cut the speculative long to just $5.6 billion, the lowest b…
- @KVP_Macro
We kick off WK 3 with the #MacroDragon talking on erupting volcano just south of Manila in the #Philippines. Airpor… https://t.co/OdClDC7c3c
- @KVP_Macro
RT @QuickTake: @phivolcs_dost @business @alaymagno 242 flights have been cancelled at Manila’s Ninoy Aquino International Airport due to as…
- @KVP_Macro
Talking global Macro, phaseone, erupting volcanoes in the Philippines & potential peso selling as we start the wk… https://t.co/EcQXacQ4gB
- @KVP_Macro
Folks this is a phenomenal, very presidential & historic speech - wordsmithing, content & spirit is brilliant. If O… https://t.co/K79SuOZEI0
- @KVP_Macro
RT @realDonaldTrump: All is well! Missiles launched from Iran at two military bases located in Iraq. Assessment of casualties & damages tak…
- @KVP_Macro
#Iran strikes back at the US, yet with the missiles fired FROM Iran - is this a strategic error? KVP's view on this… https://t.co/SCfdd5Wr9K
- @KVP_Macro
Who wants to be a Millionaire? We touch on the latest out of Iran/US, potential $80m bounty on Trump - granted not… https://t.co/F5WbWaNEb7
- @KVP_Macro
In today's Macro Dragon KVP weighs in on the risk-off sentiment that started the year & focus on US/Iran escalation… https://t.co/q0Whf4gRMH
- @KVP_Macro
RT @joannachiu: Iran's Gen. Soleimani killed in airstrike at Baghdad airport https://t.co/pT6lenxfAJ
- @KVP_Macro
RT @denmarkdotdk: Godt nytår (Happy New Year) from Denmark 🎆🎉🇩🇰 In Denmark, New Year's Eve is often spent with good friends. Everybody gat…
- @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
Macro Dragon: Coronavirus, Fed & Bernie Sanders to win Mon 3 Feb Iowa Caucuses?
Kay Van-Petersen
Global Macro Strategist
Asia is sinking, flooding, burning & freezing – all at the same time
Kay Van-Petersen
Global Macro Strategist
Macro Dragon: Touching Base - Coronavirus, BoC + ECB, Synthetic Fridays & Happy Chinese New Year
Kay Van-Petersen
Global Macro Strategist
Macro Dragon: US back in, China Coronavirus, BoJ, US/EU Tech Tues?
Kay Van-Petersen
Global Macro Strategist
Macro Dragon: Its about the BoE, not the ECB... Plus Trump vs. Macron Tues Could Spell Risk-Off
Kay Van-Petersen
Global Macro Strategist
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