Kay Van-Petersen
Global Macro Strategist
- @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…
- @KVP_Macro
@AntonKreil Ha ha ha... 'Finance Enthusiast', that's like saying 'amateur surgeon'... I mean how hard can it be?
- @KVP_Macro
#Trump clearly not impressed with the #Fed & #Powell. US Dollar is higher post the decision with DXY at 98.589 +33b… https://t.co/H0yeZPCeG4
- @KVP_Macro
RT @johnjhardy: Powell more explicit in response to NYTimes query - temporary market operations for now akin to yesterday's repo and "I thi…
- @KVP_Macro
How women-led millennial VC firm SoGal Ventures is aiming for diversity in entrepreneurship https://t.co/l3y8KryxsC #SoGal #SoGalVentures
- @KVP_Macro
#Trump said his administration has reached an initial trade accord with Japan over tariffs https://t.co/mYAh8RuWpl… https://t.co/qtHXTFg4TK
- @KVP_Macro
RT @realDonaldTrump: ...The United States, because of the Federal Reserve, is paying a MUCH higher Interest Rate than other competing count…
- @KVP_Macro
Happy #Macro Monday Folks, we kick off in 3-4min https://t.co/CTP8SnuC4p At the usual 08:30 SGT/HKT, 09:30 TOK, 10… https://t.co/FUMqWkg2qb
- @KVP_Macro
Think #oil is big time tactical fade here +12.2% $67.56 Brent Crude's spike in the Asia Mon open... Saudi Arabia ha… https://t.co/VTazTd3iMX
- @KVP_Macro
RT @realDonaldTrump: Based on the attack on Saudi Arabia, which may have an impact on oil prices, I have authorized the release of oil from…
- @KVP_Macro
RT @Ole_S_Hansen: COT on #commodities in wk to Sept 10 saw funds turn buyers for the first time in 2 months. Trade war de-escalation drove…
- @KVP_Macro
RT @cnbcSri: Global economy can ill afford higher oil prices at a time of economic slowdown, says @Ole_S_Hansen, ‘so while a lower supply d…
- @KVP_Macro
RT @Ole_S_Hansen: “YEMEN WAR has become Saudi Arabia’s Vietnam (or Soviet Union’s Afghanistan or indeed U.S. version of Afghanistan).” 👇 ht…
- @KVP_Macro
Goooooooooooooooooooooooooooooood Morning from the Asia Pacific! Wishing everyone a brilliant, growth filled, healt… https://t.co/p0QZceYAEK
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.
APAC Global Macro Morning Brief – Happy Macro Tue 19 Nov 2019: Mr 45 doing unannounced hospital visits...
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Fri 15 Nov 2019: Calm Before The…
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Thu 14 Nov 2019: Powell Signals The US Ship Continues To Sail Well
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Wed 13 Nov 2019: Trump Smashes Fed, Urges Negative Rates
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Tue 12 Nov 2019: Stay In The Game
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Fri 8 Nov 2019: All That I Desire Is Within Me
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Thu 7 Nov 2019: Master of Ceremonies…
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Wed 6 Nov 2019:
Kay Van-Petersen
Global Macro Strategist
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