Peter Garnry
Head of Equity Strategy
- @petergarnry
If we accept the symmetry principle as a primary feature in nature and it extends to social systems, then policy ma… https://t.co/sgXCvfGgTl
- @petergarnry
The trend of celebrity economists commenting on subjects they have little expertise on has to stop. I take… https://t.co/qttMHGXk4K
- @petergarnry
RT @sdypbuktkallman: Freight traffic at Hong Kong Airport, the world's busiest air freight hub, -7,5% y/y in May. Not signalling any near-t…
- @petergarnry
@quantcredit Is low interest rates causing savers, especially retirees, to become non-consumers as there liveable c… https://t.co/lBdYrxiiNQ
- @petergarnry
@quantcredit Sure, I’m humble enough to admit that it might also be a dead end. But maybe demographics, high govt d… https://t.co/2FvYl4FlfD
- @petergarnry
RT @Steen_Jakobsen: Germany's problem is it 'has not renewed itself,' strategist says https://t.co/MewyI0t9st
- @petergarnry
I find it amusing that recent lower US inflation is an argument for a rate cut. In the end of a debt cycle lower ra… https://t.co/ywYe7V1wyW
- @petergarnry
RT @AswathDamodaran: It is ironic that in a year of tech IPOs, Beyond Meat, a food company has captured the limelight. While I believe that…
- @petergarnry
RT @HuXijin_GT: As far as I know, China's state media will publish more heavyweight commentaries criticizing the US & demonstrating China's…
- @petergarnry
RT @AndreasSteno: The Chinese domestic economy has never slowed this fast over the past 20yrs (proxied by autosales). No wonder markets ar…
- @petergarnry
RT @washingtonpost: More Americans were shot to death by March 6 this year than died on D-Day https://t.co/JrGF4XKPvk https://t.co/7epXWESF…
- @petergarnry
RT @TeisKnuthsen: Important. And fair. “Digital giants face tax setback after G20 agreement”. https://t.co/a7nlijObal
- @petergarnry
RT @johnjhardy: Liquidity in corporate bonds is drying up when investors need it the most https://t.co/tcJY1uHvp3 via @markets
- @petergarnry
RT @tracyalloway: Something that hasn't happened before: the share of BBB-rated debt in the U.S. corporate bond market has eclipsed the pro…
- @petergarnry
RT @johnjhardy: South Korea May factory activity contracts at fastest pace in three... https://t.co/JmImdIdgwL
- @petergarnry
Another sign that the technology sentiment is cooling fast. Maybe investors are beginning to remember that SoftBank… https://t.co/RdyA8mDUv0
- @petergarnry
RT @TeisKnuthsen: We have a new all-time-low today for German 10-year bonds. _0.21%. Make a note, but don't celebrate. https://t.co/adIEkpy…
- @petergarnry
In almost cases quality deteriorates as a function of speed. That goes products, service, companies, software etc.… https://t.co/QaTp2u469F
- @petergarnry
RT @Trinhnomics: Good morning, happy Monday! We got May manufacturing data & it's uplifting per usual in Asia 🙃(🌧️ in HK too!): Taiwan, co…
- @petergarnry
RT @LizAnnSonders: "Once again, we see a category of debt that is growing faster than the income of the borrowers even as lenders loosen un…
- @petergarnry
RT @Steen_Jakobsen: Warning Signs That a Bubble Is About to Burst by @profgalloway https://t.co/lpTZ4TECYm
- @petergarnry
@Trinhnomics While STEM is definitely good tools to acquire I think it only gives you a slight benefit in life. In… https://t.co/yJ92tZcL4y
- @petergarnry
Reflect almost entirely my own views on Silicon Valley. I have gone from naive supporter around 2012 to cynical cri… https://t.co/evttNwD7kY
- @petergarnry
@2ndalexhiggins @adam_tooze @SoberLook I have been thinking about this as well. But given overall plastic consumpti… https://t.co/mhXv3ChBD3
- @petergarnry
RT @MebFaber: Two of the cheapest global stock markets, Russia and Greece, quietly putting up a big year so far...
- @petergarnry
RT @BobOnMarkets: Pimco has an idea that should scare all investors: Central banks don’t have the capacity to help support markets. https:/…
- @petergarnry
Truly disruptive technology. No wonder 10 years into crypto and blockchain it hasn’t made a bigger impact. https://t.co/5uRMsbnovL
- @petergarnry
RT @tracyalloway: Pimco estimates that a credit downturn with cumulative default rates of 15% would generate about $150 billion of losses i…
- @petergarnry
RT @MacroVoices: This week's @MacroVoices Energy Week features @Ole_S_Hansen @cjenscook @phemsworth. What's driving this week's roller coas…
- @petergarnry
RT @Trinhnomics: 👋🏻Today, we got Australia building approvals tanking a bit more than expected; China de-internationalization of the RMB w/…
- @petergarnry
@AntolinGarza Good. But it makes questions to CEOs about markets and the economy redundant.
- @petergarnry
Listen to the latest Bloomberg interview with Morgan Stanley CEO James Gorman. It’s precisely when banking CEOs don… https://t.co/iTSGTsz0qk
- @petergarnry
@petaluma Not really. I think the US has been planning on this issue for years. Lynas’ recent deal to build a proce… https://t.co/zDvUUjqnmt
- @petergarnry
RT @MebFaber: Investing #quoteoftheday "I guarantee that in every great blow-up there has been at least one big-name investor involved al…
- @petergarnry
@PeterSainsbury7 Asia refinery margin is also the weakest in five years. Not your typical rebound narrative. https://t.co/L6e36yAVqL
- @petergarnry
@PeterSainsbury7 That's a fair point, but it's striking every time we have had macro weakness (2008, 2010, 2011, 20… https://t.co/Y3b4D3TGVk
- @petergarnry
The future price of polyethylene is now printing the lowest levels since late spike lower in 2015 (weak economy) an… https://t.co/AKomjrEyvb
- @petergarnry
ArcelorMittal is cutting European steel production and share price lows not seen since early Q3 2016. Chemical comp… https://t.co/P7YBjLwJHy
- @petergarnry
RT @Steen_Jakobsen: FED on misinformation campaign - try to compare these two charts: A print of TOP FED from Bloomberg vs. Chicago Fed's N…
- @petergarnry
South Korea equities go into negative YTD confirming our theme from two weeks ago 'A South Korean canary in the coa… https://t.co/8DURbcnj9X
- @petergarnry
RT @johnjhardy: USDCLP through 700 as EM credit spreads are widening and copper prices long ago were providing plenty of pressure for a bre…
- @petergarnry
RT @HuXijin_GT: Based on what I know, China is seriously considering restricting rare earth exports to the US. China may also take other co…
- @petergarnry
Today's question. China's nominal GDP (in USD) is 35% lower than the US. Why does China need USD 37.8 trillion in b… https://t.co/s3308LiKc4
- @petergarnry
RT @johnjhardy: Risk appetite has taken an ugly turn lately - US 30-year yields collapsing, German bunds this morning yielding -16 bps, onl…
- @petergarnry
KOSPI 200 is still flashing red alert on Asia/China recovery. Stay defensive... #stocks #macro
- @petergarnry
Our study into inflation and equity returns is out. The Big Read: 105 years of US inflation and equity returns. Enj… https://t.co/hyOSoAHQpP
- @petergarnry
@RobBarham It is already insulated in the sense that it generates the majority of revenue in mainland China and the… https://t.co/dtpF0nE9q7
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.
Q3 Outlook: Global equities show the biggest disconnect since 2007
Peter Garnry
Head of Equity Strategy
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