Peter Garnry
Head of Equity Strategy
- @petergarnry
RT @LizAnnSonders: Weak home sales everywhere except Florida #JohnBurnsRealEstateConsulting @SoberLook https://t.co/ublRGchNQm
- @petergarnry
RT @RodGordilloP: 1/The year before I migrated to Canada from Peru in 1988 I saw inflation go from 20% to 7,200% wiping out my grandfathers…
- @petergarnry
RT @profgalloway: The deeper reason that technology so often disappoints and betrays us is that it promises to make easy things that, by th…
- @petergarnry
@Anton_curatola Today the country has almost zero foreign obligations, sound public finances, low unemployment, lar… https://t.co/T4zHycrByK
- @petergarnry
@Anton_curatola interest expense deductions were sharply reduced as well. The consequence was high unemployment, de… https://t.co/EAGg9CAf9c
- @petergarnry
@Anton_curatola Then a series of tough reforms began in 1986 as the “Potato-cure” was introduced. First keep the DK… https://t.co/VIcMKtuILC
- @petergarnry
@Anton_curatola Spending and debt. Inflation was getting out of control and the government policy was to devalue th… https://t.co/nM3BOOamsG
- @petergarnry
@Anton_curatola The economic situation in Southern Europe is terrible and I feel sorry for the people. But there is… https://t.co/Z05gSyOc29
- @petergarnry
@Anton_curatola Euro or Lira does not change the fact about the country’s absurd low produktivitet growth. It’s a s… https://t.co/amFTeGMvDZ
- @petergarnry
@egfalken Make sense, but is he using the strategy today? We can still likely find simple strategies that work but… https://t.co/p5DZsy6irL
- @petergarnry
@NordicStock Fair point. But worth noting that Germany’s birth rate has just recently picked up.
- @petergarnry
@NordicStock I have respect for your experience in Spain over those years and thus have been on the ground compared… https://t.co/ORMY64lIae
- @petergarnry
@egfalken The time as come for these “classic” factors to be arbitraged away just like old trend-following and befo… https://t.co/0B9mncbiqF
- @petergarnry
@NordicStock Germans are not having kids either despite good growth post GFC. I would disagree a bit on your conclu… https://t.co/ecBvrTLeXT
- @petergarnry
@AntonSpanner @borsendk Haha ja med den stribe af sensationsartikler sidste år om crypto så ville det være på sin plads...
- @petergarnry
Italy’s politicians are telling their population a narrative that EU and the euro are responsible for their misfort… https://t.co/8xiQetiwJN
- @petergarnry
@AntonSpanner @borsendk Nemlig - fooled by randomness. Men har @borsendk ikke et ansvar? Jeg vil mene videoen er di… https://t.co/HffyeXBIcR
- @petergarnry
RT @Avonmehren: Chinese yields closing in on US. Will likely go below soon as RRR cut from #PBoC is looming. Last time spread was this low…
- @petergarnry
RT @RaoulGMI: $GE 5yr CDS are exploding. I cant help but think that this is going to cause some big unintended consequences...$111bn of on…
- @petergarnry
Yes, and the FOMC will likely reach this conclusion in Q1/Q2 2019 changing course on rate hikes. https://t.co/EfhqOTqs3b
- @petergarnry
If 19th century canal companies had defined themselves as transportation companies and maximised future freedom of… https://t.co/EK5eb45LJA
- @petergarnry
Jeff Bezos predicts Amazon will likely fail one day and that the job is to delay it as long as possible by focusing… https://t.co/2KfeknD8lu
- @petergarnry
Today DK’s financial newspaper @borsendk brought a video about a trader with 2200% return the past 10 mo. using mas… https://t.co/cM9IhXLBN4
- @petergarnry
We mentioned GE earlier this week in our morning call. GE's 5yr SR CDS is up again today at ~243 bps. The credit ma… https://t.co/9YrfBEso2C
- @petergarnry
@HakonRedder The general issue in the world is that globalisation requires convergence of countries' belief system.… https://t.co/hcU1xsLw42
- @petergarnry
@HakonRedder Postponement of the expected tariffs hike to 25% on 1 Jan 2019 (on the September tariffs on $200bn Chi… https://t.co/HDEHdnGqZv
- @petergarnry
Semiconductors will have a tough 2019 due to crypto decline and the industry being the epicenter of the US-China tr… https://t.co/CDkHzWLeIG
- @petergarnry
Late October 2017 I was in London with @Ole_S_Hansen for an options seminar. Here I said Bitcoin was statistically… https://t.co/63p3ezcA3I
- @petergarnry
The only event that can save the "great equity markets after midterm elections" and "strong year-end seasonality" t… https://t.co/z7uTg0y8L7
- @petergarnry
RT @DominicRaab: Today, I have resigned as Brexit Secretary. I cannot in good conscience support the terms proposed for our deal with the E…
- @petergarnry
Is UK Brexit minister Raab's resignation another sign that globalisation is slowly being rolled back? Here and now.… https://t.co/6GsX5NlQNq
- @petergarnry
RT @carlquintanilla: "I also don't understand why a company as rich as Amazon would need nearly $2 billion in public money ..." $AMZN htt…
- @petergarnry
Waymo CEO says driverless technology is hard and fully autonomous is likely not happening within the next 10-20 yea… https://t.co/Vb5BADn0Lu
- @petergarnry
@LAggerstroem @mikaelmilhoj @TeisKnuthsen @LasOlsen_DB @Bjorn_Sillemann Tak for at påpege de opdaterede tal for arb… https://t.co/Z2odJS95TH
- @petergarnry
60 points off in NASDAQ 100 futures as Trump prepares to ramp up escalation with China over IP theft #stocks https://t.co/aI1eKKpYTP
- @petergarnry
@mikaelmilhoj @TeisKnuthsen @LasOlsen_DB @Bjorn_Sillemann Jeg ved godt det var din pointe og som også er fin. Mange… https://t.co/wxij0t1rZ3
- @petergarnry
@mikaelmilhoj @TeisKnuthsen Udfordringen er stadig lav produktivitet. 2009-2017 har produktiviteten i DK være 1,01%… https://t.co/0dA1J0BB6F
- @petergarnry
One of @SaxoStrats main ideas for the last year: Germany is not prepared for the 21st century. Behind on digitalisa… https://t.co/idoXcMiVi4
- @petergarnry
RT @HayekAndKeynes: A full tightening cycle When you factor in the reversal of unconventional monetary policy measures (QE & forward guid…
- @petergarnry
@TeisKnuthsen @BjornLomborg Haha that’s good Teis! I’m also an optimist and big believer in science but we should i… https://t.co/qtcH7PMCZt
- @petergarnry
@BjornLomborg @TeisKnuthsen I would argue survival is related to deal with tail risks. Children learn this very ear… https://t.co/CYFKcVcsoB
- @petergarnry
@BjornLomborg @TeisKnuthsen Comparing the event of a large asteroid collision (d=5km) which happens every 20 millio… https://t.co/sfUrD9hmyK
- @petergarnry
@TeisKnuthsen @BjornLomborg His conclusion only makes sense if the probability is zero for the path that destroys t… https://t.co/15DscT0THm
- @petergarnry
@jsblokland @yardeni Your analysis is only true under the assumption of no forecasting error on forward earnings. S… https://t.co/TwbPbSvgdj
- @petergarnry
@maxteser Higher level of tariffs, higher inflation, some restrictions of movement of capital, two-speed EU, rising… https://t.co/WekyWcvMSL
- @petergarnry
@tcvang89 That requires a sharp turn which I think is less likely. Returning to globalisation level pre 1980 is most likely equilibrium.
- @petergarnry
And this is not only a China vs the West issue. The same imbalance exists inside the EU between the West and East.… https://t.co/Wbn9TBCGJz
- @petergarnry
China is fine to have their interests, rules and views. But if China does not converge closer to Western beliefs on… https://t.co/jN8DQv29g2
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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