Peter Garnry
Head of Equity Strategy
- @petergarnry
Revenue from EVs hit $75bn in 2018 according to BNEF. It's not a fringe business any longer.
- @petergarnry
RT @TheStalwart: What's behind the biggest climate victory yet? Capitalism https://t.co/VNf0LorSiK https://t.co/O8wRRduCNr
- @petergarnry
Our Market Call podcast is out. I'm talking why oil shock hasn't impacted equities more, S&P 500 looking to roll ov… https://t.co/11mOmgwkls
- @petergarnry
RT @tracyalloway: A colorful history of supply disruptions in the oil market, via BAML: https://t.co/A7yRmCivj2
- @petergarnry
RT @AndreasSteno: I get several questions on what is going on in $USD funding markets. Repo rates skyrocketed (!) yesterday, so WATCH the…
- @petergarnry
WeWork’s failed IPO will continue to haunt the company for years in private markets. The perception has fundamental… https://t.co/R0733vqIOt
- @petergarnry
RT @EVMacro: GC Repo traded up to 4.75% today... anyone that follows this market knows just how batshit crazy that is. A 200bp intraday ran…
- @petergarnry
RT @NewYorkFed: The technology spending index fell to 6.5, also a multi-year low. https://t.co/aEE4YmQYek
- @petergarnry
RT @tracyalloway: Secured funding costs surging, with the overnight repo rate jumping 140bps in a single day. https://t.co/51Ci8vZIIg http…
- @petergarnry
Our TAA model Stronghold is reducing risk a bit as expected. It's reducing equity momentum exposure a bit and incre… https://t.co/AhbfSL5vN4
- @petergarnry
RT @laurimyllyvirta: Chhattisgarh, home to the country’s third-largest coal reserves, will not build any new coal power plants...falling co…
- @petergarnry
RT @tomkeene: a must-read for the morning. it's 20+ pages of microeconomics...terrific dis-aggregation of oil price https://t.co/4XGOHSWl8H…
- @petergarnry
In case someone had forgot the impressive equity performance from Feb 2009 to Feb 2019 against US government bonds.… https://t.co/32JX4NVarq
- @petergarnry
RT @SoberLook: Chart: China's industrial production (% year-over-year) - https://t.co/s66we3jBsV
- @petergarnry
Today's Market Call podcast, discussing cross market impact of the Saudi Arabia oil attack over the weekend and th… https://t.co/uZBfOtfMer
- @petergarnry
The US government is getting serious about monopolies...watch out Amazon, Facebook, Google https://t.co/HWr22InZVe
- @petergarnry
How much did global recession probability rise in the last two days on higher oil price (not driven by demand) and… https://t.co/iDtu4q742E
- @petergarnry
The concentration of production in China has the same fragility dynamics for many US companies as the US-China trad… https://t.co/PmVPcLgoXz
- @petergarnry
The Saudi Arabia oil processing attack is again a reminder of how vulnerable our society has become. Concentrating… https://t.co/r1H9Y6fIQw
- @petergarnry
The weekend's attack in Saudi Arabia means that every serious security council will now initiate a reassessment of… https://t.co/lwmXwQDiE1
- @petergarnry
It’s the same scientific engineering mentality that has crept into economics and central bank policies. When you do… https://t.co/aMGUVEPHXI
- @petergarnry
For anyone thinking about investing in the upcoming WeWork IPO please read this thread. https://t.co/Ib4N2Zbjpx
- @petergarnry
Mind boggling...WeWork goes ahead and list on NASDAQ based on a sweetener of changing the corporate governance. #WeWork
- @petergarnry
The good thing our a model-driven TAA portfolio is that you can sit back and view any political and monetary decisi… https://t.co/8BYFUZpmJF
- @petergarnry
Yesterday's initial jobless claims were strong. But most analyses forget to scale them against employment to make t… https://t.co/lJLNReXTAi
- @petergarnry
Deutsche Bank shares up 32% from August lows driven by tiering system on excess reserves and steeper yield curve.… https://t.co/aN70hFBSp9
- @petergarnry
In today's equity update we obviously comment on the ECB decision yesterday and how we see European banks. We also… https://t.co/sy38WJS8Dj
- @petergarnry
RT @C_Barraud: 🇺🇸 #Trump Says He Plans to Unveil Middle-Class Tax Cut in Next Year - Bloomberg https://t.co/jR7AqpK6KW
- @petergarnry
Today's Market Call podcast, discussing ECB decision and how it has sent fault lines through Europe, next week's FO… https://t.co/48cyVgLip0
- @petergarnry
basically kills growth in emerging markets / global? Or should it lower rates to ease the USD strength and save the… https://t.co/fp9vXwGhKt
- @petergarnry
...and let's not forget US core CPI y/y hits highest level since 2008. Will not deter Fed from lowering FFR by 25 b… https://t.co/l5WaKIcVSD
- @petergarnry
Economic Surprise Index on G10 countries hits highest levels since Sep 2018 - first positive reading in 2019! If yo… https://t.co/4LHsp0pGOf
- @petergarnry
"In order to support the bank-based transmission of monetary policy, a two-tier system for reserve remuneration wil… https://t.co/C86RmT7x82
- @petergarnry
If anyone was in doubt what technology stocks have meant for global equities since the Great Financial Crisis...… https://t.co/YVd5xuMlSq
- @petergarnry
Our daily Market Call is out. I'm focusing on European banks today given ECB decision. I compare the lessons learne… https://t.co/M2ajum5DTK
- @petergarnry
Watch Uber today following the pass of Assembly Bill 5 in California. There's a high probability that Uber and othe… https://t.co/v7PCdj42oq
- @petergarnry
The weakness we observe in US equities pre-mkt vs other equity markets is most likely due to liquidity effects arou… https://t.co/qlz6lJ645z
- @petergarnry
In today' equity update we highlight once again our preference for German and Japanese equities as a high beta play… https://t.co/nH2BLIhXAF
- @petergarnry
We touch on the momentum crash in our equity update today #equities Read it here --> https://t.co/hlMxxqvipE
- @petergarnry
Be ready to realize gains in European banking stocks tomorrow depending on the ECB decision. Also remember that evi… https://t.co/TruitFwIIV
- @petergarnry
RT @tracyalloway: Corporate earnings growth without tech looks .. different. Via Goldman: https://t.co/CmbmyH7Zw0
- @petergarnry
@Logich4U @Ole_S_Hansen It seems there has been a technical hiccup somewhere in the process. We will investigate. T… https://t.co/fRvVViIpFW
- @petergarnry
RT @tracyalloway: Momentum stocks come to a sudden stop. https://t.co/Z8HqC77qTM by @SarahPonczek & @VildanaHajric https://t.co/2K1bk6pTIN
- @petergarnry
@granthawkridge @Ole_S_Hansen Change in resource allocation. Good thing about podcast is that you can do other thin… https://t.co/97FVWLPqOP
- @petergarnry
Today's Market Call podcast now available - discussing potential USD intervention, equity rally, equity momentum cr… https://t.co/RQY18BqUgH
- @petergarnry
So we had a momentum crash as I alluded was in the making earlier today. It seems momentum stocks on average now ar… https://t.co/a6KTBfKCmL
About Peter Garnry
Peter Garnry joined Saxo Bank in 2010 and is Head of Equity Strategy. In 2016, he became responsible for the quantitative strategies team, which focuses on how to apply computer models to financial markets. He develops trading strategies and analyses of the equity markets as well as individual company stocks applying statistics and models.
Garnry developed Saxo Bank’s Alpha Picks which is a monthly publication selecting the most attractive stocks across the US, Europe and Asia. He also contributes to the Saxo Bank Quarterly Outlooks and the annual Outrageous Predictions and is a regular commentator on television, including CNBC and Bloomberg TV.
Peter Garnry joined Saxo Bank in 2010 and is Head of Equity Strategy. In 2016, he became responsible for the quantitative strategies team, which focuses on how to apply computer models to financial markets. He develops trading strategies and analyses of the equity markets as well as individual company stocks applying statistics and models.
Garnry developed Saxo Bank’s Alpha Picks which is a monthly publication selecting the most attractive stocks across the US, Europe and Asia. He also contributes to the Saxo Bank Quarterly Outlooks and the annual Outrageous Predictions and is a regular commentator on television, including CNBC and Bloomberg TV.
The Saxo Bank Group entities each provide execution-only service and access to Analysis permitting a person to view and/or use content available on or via the website is not intended to and does not change or expand on this. Such access and use are at all times subject to (i) The Terms of Use; (ii) Full Disclaimer; (iii) The Risk Warning; (iv) the Rules of Engagement and (v) Notices applying to Saxo News & Research and/or its content in addition (where relevant) to the terms governing the use of hyperlinks on the website of a member of the Saxo Bank Group by which access to Saxo News & Research is gained. Such content is therefore provided as no more than information. In particular no advice is intended to be provided or to be relied on as provided nor endorsed by any Saxo Bank Group entity; nor is it to be construed as solicitation or an incentive provided to subscribe for or sell or purchase any financial instrument. All trading or investments you make must be pursuant to your own unprompted and informed self-directed decision. As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Saxo News & Research or as a result of the use of the Saxo News & Research. Orders given and trades effected are deemed intended to be given or effected for the account of the customer with the Saxo Bank Group entity operating in the jurisdiction in which the customer resides and/or with whom the customer opened and maintains his/her trading account. Saxo News & Research does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of our trading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws.
Please read our disclaimers:
- Notification on Non-Independent Investment Research (https://www.home.saxo/legal/niird/notification)
- Full disclaimer (https://www.home.saxo/legal/disclaimer/saxo-disclaimer)
None of the information contained here constitutes an offer to purchase or sell a financial instrument, or to make any investments. Saxo Markets does not take into account your personal investment objectives or financial situation and makes no representation and assumes no liability as to the accuracy or completeness of the information nor for any loss arising from any investment made in reliance of this presentation. Any opinions made are subject to change and may be personal to the author. These may not necessarily reflect the opinion of Saxo Markets or its affiliates.