Kay Van-Petersen
Global Macro Strategist
- @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
- @KVP_Macro
RT @realDonaldTrump: ....I asked John for his resignation, which was given to me this morning. I thank John very much for his service. I wi…
- @KVP_Macro
RT @realDonaldTrump: I informed John Bolton last night that his services are no longer needed at the White House. I disagreed strongly with…
- @KVP_Macro
RT @AmbJohnBolton: I offered to resign last night and President Trump said, "Let's talk about it tomorrow."
- @KVP_Macro
RT @Ole_S_Hansen: The non-commercial IMM #GBP short stood at 89k lots (£5.6 bn) last Tuesday. Since then #Sterling has tanked by 2.7% #fore…
- @KVP_Macro
RT @Steen_Jakobsen: Jeremy Corbyn’s plan to rewrite the rules of the UK economy https://t.co/0P3jhICOj9 via @financialtimes
- @KVP_Macro
RT @Steen_Jakobsen: Tariffs goes up - USDCNH goes up - the futility of this modus operandi is clear. A chinese delegation going to Beijiing…
- @KVP_Macro
RT @BloombergRadio: Is the key risk @realDonaldTrump running 2020 election on tariffs? @KVP_Macro @jbCurtis @JuleSaly #DaybreakAsia Radio h…
- @KVP_Macro
Happy #Macro Monday Folks, we kick off in 2min https://t.co/CTP8SnuC4p at the usual 08:30 SGT/HKT, 09:30 TOK, 10:… https://t.co/8RC7oiFtjP
- @KVP_Macro
RT @NAR: UPDATED | Jokowi announces Indonesia's new capital in East Kalimantan. https://t.co/oVkBzUH7B9
- @KVP_Macro
RT @Ole_S_Hansen: Equities are treading on thin ice says @petergarnry https://t.co/U3EsTtHrPT via @saxobank
- @KVP_Macro
RT @Steen_Jakobsen: This is interesting as it remains the top priority for China to see the US reduce tariffs before coming for real to neg…
- @KVP_Macro
RT @Lingling_Wei: Neither Vice Premier Liu nor Vice President Wang made the kind of phone calls as indicated by POTUS. There have been recu…
- @KVP_Macro
RT @Steen_Jakobsen: From Huawei to Hong Kong: why China is likely to weigh heavily on G7 leaders’ minds | South China Morning Post https://…
- @KVP_Macro
RT @realDonaldTrump: .....The Fed Rate, over a fairly short period of time, should be reduced by at least 100 basis points, with perhaps so…
- @KVP_Macro
RT @realDonaldTrump: Our Economy is very strong, despite the horrendous lack of vision by Jay Powell and the Fed, but the Democrats are try…
- @KVP_Macro
RT @ascottpedersen: My friend just took this video in Futian District, Shenzhen. Hong Kong seems to be in serious trouble 😬. #HongKongProte…
- @KVP_Macro
Macro Monday call kicks off in about 1min folks, chating on #ECB, #FED, FlashPMIs, Iran/Uk, #Silver goign Super… https://t.co/D1Bd8hHsdf
- @KVP_Macro
Goooooooooooooooooooooooooood Morning from the Asia Pacific & Happy #Macro Monday! Have an epic wk ahead everyone f… https://t.co/tSfS4srpzF
- @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…
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.
Macro Monday Week 38: From Spiking Oil Prices to FOMC Decisions...
Kay Van-Petersen
Global Macro Strategist
Macro Monday WK 30 - ECB, Fed at 50, no wait 25, Silver Super Saiyan
Kay Van-Petersen
Global Macro Strategist
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