Peter Garnry
Head of Equity Strategy
- @petergarnry
RT @TeisKnuthsen: US durable goods orders keeps falling, suggesting a continued deceleration of industry activity. https://t.co/JlLs8BBCd5
- @petergarnry
Vietnam could be the biggest winner of the US-China trade deal. Exports to the US up 45% y/y. #macro
- @petergarnry
With US 2-year benchmark yield 23 bps below the FFR is it outrageous to set up a trade betting on a 50 bps Fed rate… https://t.co/XazoHddJdt
- @petergarnry
We are using Chinese auto sales as one of our key indicators on the Chinese economy - still very weak. Another good… https://t.co/Zi6sRx7URr
- @petergarnry
RT @amlivemon: Eastern China, are you surprised? Clever scientists locate the source of ozone-killing pollution https://t.co/58v7DmhYPt
- @petergarnry
RT @johnauthers: The U.S. is already shifting its imports away from China - great news for some other emerging Asian countries, and suggest…
- @petergarnry
I'm doing my monthly equity presentation in 2 minutes if you want to know our views on equities and the trade war… https://t.co/5CAcscYUae
- @petergarnry
It turns out that quality deteriorates as a function of speed. This is now evident in Norway where complaints over… https://t.co/Qv3hN6EMTA
- @petergarnry
Tesla shares down 5% in pre-mkt. Confidence is eroding fast as demand concerns are rising fast. 2025 bond will most… https://t.co/u2p03dKKot
- @petergarnry
RT @TeisKnuthsen: The German Ifo survey fell to a new cycle-low in May, driven by a collapse in the current-assessment component. #notgood…
- @petergarnry
@Logich4U The trade war is strategically not about trade deficits but a technology race between the US and China. T… https://t.co/WA6AzgClDx
- @petergarnry
IFO expectations for May stable m/m but current assessment tanks as German business leaders are finally catching up… https://t.co/KT0OWLBhVT
- @petergarnry
Look at Germany manufacturing PMI (May P) drops to 44.3 vs 44.8 expected...not good for Asia rebound story!
- @petergarnry
It could actually be that China is much more on par with the US in terms of semiconductors than previously thought… https://t.co/xwvct4oM9q
- @petergarnry
Softbank Group apparently brokered a deal to sell 51% of Arm Holdings' China subsidiary in 2018. This means that th… https://t.co/0Vem0irhvw
- @petergarnry
If this can truly be verified, then this is a big thing. We are truly bewildered by how many banks that are still m… https://t.co/Z3gdcavNli
- @petergarnry
Hence our current theme of "false stabilisation"...the somewhat stabilisation in OECD's CLI indicators could very w… https://t.co/t2aGvS8Q0s
- @petergarnry
@fangobulling Would be fun. Tesla needs a strong financial partner more than ever. Especially if the economy enters… https://t.co/6fF2JmQajB
- @petergarnry
RT @TeisKnuthsen: We bought equities on several occasions in Q1 based on 1) monetary policy turn-around, 2) an expected macro improvement,…
- @petergarnry
@jbhosler Yes. By geograhphy we mean the company's country incorporation. In essence where the consolidated account… https://t.co/tTixQdYaB9
- @petergarnry
Overall, US equities continue to outperform countries with large trade surplus against the US. The market's verdict… https://t.co/xr0Ghj8oxY
- @petergarnry
Semiconductor manufacturers are feeling the pain from the US-China trade war. European and Taiwanese semiconductors… https://t.co/IaWsAAMmKv
- @petergarnry
In our tech Cold War analysis yesterday we dedicated a whole section to rare earth minerals. Major upper hand for C… https://t.co/pXBFMFBWJU
- @petergarnry
The situation at Tesla is getting serious with many signs of a negative feedback loop. Many think that the record f… https://t.co/Vz1ZsUYOTV
- @petergarnry
@HakonRedder Well, when I tweeted DAX future was down 0.4% for the day. Now it's down 1.5% and it's still not enoug… https://t.co/mAPgEzhlaj
- @petergarnry
The 33 US companies with the highest revenue exposure (>105) to Greater China. Investors should begin thinking abou… https://t.co/q6NU7Fldte
- @petergarnry
I cannot believe how complacent US equities are to the Huawei ban. It's the starting signal of a technology cold wa… https://t.co/PQ8HPAbZdp
- @petergarnry
RT @Trinhnomics: Taiwan export orders fell -3.7% YoY, better than expectations of -6.4% & previous -9%. But don't get excited, the MOEA see…
- @petergarnry
RT @ranimolla: Uber Eats has an Uber problem. That is: it's customers aren't loyal, leading Uber Eats and its deep-pocketed and numerous co…
- @petergarnry
Yes, and South Korea as whole is still flashing worrying signs. Currency is weak and sentiment indicators in SK are… https://t.co/BqeUoCYY72
- @petergarnry
RT @nntaleb: PROBABILITY FRIDAY:The Mother of all Fat Tails: the log Pareto distribution Prompted by a discussion with @financequant It is…
- @petergarnry
RT @pietphc: Inflation exp. taking a beating - to worrying levels. 5y5y and 2y2y well below the levels in Jackson Hole/Dec 15 when Draghi w…
- @petergarnry
One thing is the operating numbers and the company’s balance sheet - clearly bad. But as a consumer this boarding w… https://t.co/3apOE0f9DF
- @petergarnry
WeWork or We Company as it’s now called will likely be the next disappointment coming from Silicon Valley... https://t.co/RnduGqQ0Hl
- @petergarnry
Will someone please tell Norwegian that a boarding sequence is worse than a random sequence!
- @petergarnry
DAX future up 1.2% as Trump tweets plan to delay tariffs on auto imports. Good for Europe, especially Germnay, in t… https://t.co/hFCAnbcPk8
- @petergarnry
Cutting through the noise of Trump tweets, commentators being positive on a trade deal soon and Chinese equities, t… https://t.co/3rFpfdwcvf
- @petergarnry
RT @AndreasSteno: "Until we arrive at 5% unemployment, we will spend everything that we should and if someone in Brussels complains, that w…
- @petergarnry
UniCredit is looking into acquiring Commerzbank (shares up 4%) post the failed merger with Deutsche Bank. #stockstowatch
- @petergarnry
RT @Trinhnomics: Official data sticky (real GDP growth) but under the green shoots there are plenty of bad roots (look no further than inve…
- @petergarnry
RT @Steen_Jakobsen: Joining @business as guest host tomorrow @9-10 CET - probably some talk of US vs China, Nissan, Fed and overall ‘rec…
- @petergarnry
RT @AndreasSteno: I think this means buy gold. China probably can't dump USDs without taking USD/CNY lower. Not in their interest current…
- @petergarnry
@AndreasSteno China needs USD for the things they import. I'm not sure Australia is willing to accept Chinese curre… https://t.co/u4UX4ovPFm
- @petergarnry
VIX is shifting gear again moving above 20 soon as the S&P 500 futures approaches Friday's lows. China's retaliatio… https://t.co/qh2W0kZZ2h
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.
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