
Kay Van-Petersen
Stratégiste macroéconomie mondiale
- @KVP_Macro
Today we review the #Fed decision overnight, with extrapolated thoughts into 2020. Very interesting price action ov… https://t.co/KPE9eOEXPM
- @KVP_Macro
So much on this wk, it is hard to know where to focus. From a host of central banks including the #Fed and #ECB, to… https://t.co/0UcrBxzjwa
- @KVP_Macro
Touching on Gratitude, GOOD, year-end & pivotal next wk (UK elections & Dec 15 trade deadline), all whilst we wait… https://t.co/IujXsjrS4M
- @KVP_Macro
Today chatting on Time Decay, 86400, post analysis of service PMIs & ISM data o/n - some interesting divergences. P… https://t.co/zkJBM2BPCC
- @KVP_Macro
Today we are talking outrageous Trump comments overnight “The China trade deal is dependent on one thing: DO I WANT… https://t.co/GI6hbavIFg
- @KVP_Macro
RT @johnjhardy: Today's Market Call podcast, discussing the return of Tariff Man and equities, bonds and USD all dropping yesterday. https:…
- @KVP_Macro
@Steen_Jakobsen breaking it down on the Bloomberg European open @markets #SaxoStrats #Macro #ECB #Fed https://t.co/cE4wyDofg1
- @KVP_Macro
Again this has been a central point in #China's terms of engagement roll back ALL tariffs. Still waiting for a stri… https://t.co/Bn08LA5uFO
- @KVP_Macro
Action packed WK 49, kicks off with a bullish sentiment early Asia Mon Mrn. Santa Rally getting earlier & earlier?… https://t.co/YYajdzgLmT
- @KVP_Macro
Different Day, Same Risk-Off View... We touch on KVP's still bearish tactical take as we wait on #China response to… https://t.co/diu8xFSUYX
- @KVP_Macro
Early doors this beautiful Asia Thu mrn, yet we have US equity futures down about -30bp to -40bp, with Trump signin… https://t.co/tRPjGm4Ij6
- @KVP_Macro
Happy #Macro Wed 27 Nov 2019: Pause Button = Fed (for now). So easy que, if the trade deal is as good as done, the… https://t.co/4FRMjnd5QY
- @KVP_Macro
So the week of US Thanksgiving kicks off with green across global equity indexes with the bulls potentially setting… https://t.co/ztt5QO8Wyw
- @KVP_Macro
Week ahead is going to be a short-one for US traders & investors, given Thanksgiving weekend is on the schedule - t… https://t.co/TuqJzz2FYa
- @KVP_Macro
@Eleanor_Creagh talking the need for a bottoming out of global growth #SaxoStrats #Macro #Australia @SaxoAustralia https://t.co/6kWCEEBInI
- @KVP_Macro
Today we spend quite a bit of time on Mr. 45, who made an unscheduled hospital visit overnight. #RBA mins already o… https://t.co/jBij9MOfXM
- @KVP_Macro
So wk ahead Flash PMIs, as well as mins from #RBA, #ECB & the #FOMC. TicToc for #Alibaba listing in HK (Tue, Nov 26… https://t.co/HCwGV6P0WE
- @KVP_Macro
Happy #Macro Monday - we kick off in c. 3-4min please click here to join your live weekly cross-asset call… https://t.co/UtMcpP73JU
- @KVP_Macro
Thx to @chriscolbertX @chriscolbertX for flagging this... great snapshot of how real change (no matter how clear th… https://t.co/PHKuQETvBp
- @KVP_Macro
Touching on AliBaba, how does +$10bn within 30min o? Here comes the HK listing (Tue Nov 26). Also touch on HongKong… https://t.co/cOhWWGvDS2
- @KVP_Macro
Today we touch on day one of #Powell testimony to Congress on the US economy. As well as #Trump & Erdogan ($TUR etf… https://t.co/vY6UGhUcRu
- @KVP_Macro
@reynoada Regional CEO of Saxo Bank and John Robson, COO from @Quantifeed kicking off our collaboration for taking… https://t.co/jtE6Y9FsW6
- @KVP_Macro
#RBNZ keeping up with its surprises streak, as it leaves rates unchanged this Asia Weds morning - leading to a sque… https://t.co/ybEqSNyFOj
- @KVP_Macro
Saxo Bank always Long Coffee at Singapore FinTech Festival catch you all there tmr, drop by for the good stuff https://t.co/ke8jpnCZ5G
- @KVP_Macro
RT @bambu_robo: It's a full house in our meditation room at Bambu office. Welcoming our guest from Italy as we share about the financial di…
- @KVP_Macro
After looking like we were going to try to bounce this morning on Asia equities, we seem to have reversed again, wi… https://t.co/UDqsxG7Ooo
- @KVP_Macro
@reynoada will be holding it down for the Saxo Group on Nov 13, as part of the annual Singapore FinTech Festival. P… https://t.co/Jr3TgtgGDz
- @KVP_Macro
This week we highlight the YTD spectacular returns, i.e DAX +25%, SPX +23% CSI +32%, alongside very low volatility,… https://t.co/fTESZyHDQi
- @KVP_Macro
Happy Macro Monday Folks, its WK 46, Mon Nov 11 Quick one today folks We kick off in c. 1min please click here to… https://t.co/wlp9G7ze7E
- @KVP_Macro
RT @pocketysun: Rocked Tokyo last night! Thanks US embassy Tokyo and ACCJ for making it happen. Even though some of audience members didn’t…
- @KVP_Macro
We highlight next wk; heads up long wkd in the US, we have rate decisions out of New Zealand, Philippines & Mexico,… https://t.co/CyXNAlLQjc
- @KVP_Macro
The sensational @chloechotv hosting our #Fintech panel between the technologists & the advisors, including… https://t.co/Sx93BTaQeR
- @KVP_Macro
John Robson from @Quantifeed on stage talking “Wealthcare In A Box - enabling advisors to become digital leaders”… https://t.co/GRNN9YTCIl
- @KVP_Macro
Rebecca Martin on all things #API @ our #FinTech Conference @SaxoStrats @saxobank @SaxoSingapore https://t.co/D5DmvJ5miW
- @KVP_Macro
Crushed it, real talk. Plus he’s got the best tattoo quote I have ever seen. “All that I desire is within” Goosebum… https://t.co/LzY1quInyK
- @KVP_Macro
@chriscolbertX kicking it off with a keynote speech at our Fintech Conference in Singapore @saxobank @SaxoStrats… https://t.co/ZK6mRPwC73
- @KVP_Macro
Today we touch on #Uber, #Lyft, #UnderArmor as well further thoughts around US / CH trade deal, and the key #USDCNH… https://t.co/cWlaMZJSjj
- @KVP_Macro
Hansen... Ole Hansen... Possibly Shaken, But Never Stirred! #LoveDubai #SaxoStrats #Macro @Ole_S_Hansen https://t.co/xzz0Q1TN0w
- @KVP_Macro
RT @DavidInglesTV: Softbank just reported results. It was a "WTH" type of operating loss. At 700B, loss was way bigger than even the most b…
- @KVP_Macro
Looking for one of the best barometers on a US / China trade deal? Take a look at DollarYuan, the breaking overnigh… https://t.co/YBj4xYWfBK
- @KVP_Macro
With rate decisions in Australia & Malaysia today - most important aspect in Global #Macro will actually be whether… https://t.co/xcsGELvTEy
- @KVP_Macro
SoGal Ventures & SoGal Foundation just crushing it across the globe! Special shout out to the entrepreneurs, LPs, s… https://t.co/R9aL3vlNhU
- @KVP_Macro
The weeks focus will be post #Fed and #BoC digestion, as well as #RBA and #BoE on the horizon. #ISM Non-Mfg. from t… https://t.co/NoHVJg5esr
- @KVP_Macro
SOUTH AFRICA!!!!!!! @Trevornoah 32 - 12 vs England. Mandela & Johnny Clegg are moon walking in heaven... https://t.co/2HDXy1tJ5r
- @KVP_Macro
Speculating on speculators speculating on markets reaction post the #Fed & the #BoC, would wait until next wk & pos… https://t.co/3HcYiQyYOj
- @KVP_Macro
RT @johnjhardy: Today's Market Call podcast - looking at tonight's #FOMC and much more https://t.co/VEkOnSkap6 Great discussion today with…
- @KVP_Macro
RT @Ole_S_Hansen: WTI crude #oil trades unchanged on the day and close to its five-month average ahead of the weekly #EIA storage report at…
- @KVP_Macro
RT @novogratz: Had a great dinner with some west coast fintech pals. Learned something new about $btc. Had never heard this angle. That it…
- @KVP_Macro
Touching on the opportunity & risk on the #Fed today, US 3GDP, Au 3Q CPI, plus #Poloz's #BoC may be the actual one… https://t.co/Ybq9YozqlK
- @KVP_Macro
Was tons of fun @chepker @BloombergRadio discussing cross-assets & all things macro. Let’s see what the next 36hrs… https://t.co/P04FbO9k6g
- @KVP_Macro
Sooooooo getting in trouble over this one! :) Note House View cont. to be cautious on EQ @petergarnry KVP’s call is… https://t.co/bsKE7Bfb4D
- @KVP_Macro
Today we chat on ideas & execution, skin in the game as well as equities & bond yields heading North with a day to… https://t.co/k9rqunZoCx
- @KVP_Macro
Epic week ahead given the combination of Fed, BoC, US3Q GDP, US NFP & ISM Mfg., 3Q Aus CPI plus "The GoB" (Game of… https://t.co/wa4yPrXEZm
- @KVP_Macro
RT @jbrukh: We live in a world where Xi Jinping extols the benefits of blockchain while the US prosecutes innovators. 🤦♂️ https://t.co/gk…
- @KVP_Macro
Xi Jinping’s Speech at the 18th Collective Study of the Chinese Political Bureau of the Central… by @Mable_Jiang… https://t.co/SkWEGCuQC8
- @KVP_Macro
Happy Macro Monday Folks, its WK 44, Mon Oct 28 - we kick off in c. 2-3min please click here to join your live week… https://t.co/43HqzFos1l
- @KVP_Macro
Action packed week coming up, with Fed, US 3Q GDP, ISMs & non-farm payrolls... plus no doubt new #Brexit episodes d… https://t.co/4qIsCG1dVy
- @KVP_Macro
House View is now 50% chance of a UK general election & Brexit by end of Jan 2020 - stay tuned! #Macro #Brexit… https://t.co/oHzLAI02hA
- @KVP_Macro
From Tues Morning Asia (pre the voting that went down, so some MtM), always fun hanging out on Bloomberg TV with th… https://t.co/icUOxPpSTa
- @KVP_Macro
Sterling sensational ascent... Cad elections countdown & day ahead. There are always profitable opportunities...… https://t.co/BIPwLeGnD9
- @KVP_Macro
As always nothing here is investment advice, we all need to do our own Due Diligence & take responsibility for our… https://t.co/DN50sNuGkJ
- @KVP_Macro
This one is for the contrarians, the pioneers, the innovators, the first one's through the door & importantly the… https://t.co/kRC5YdUFSI
- @KVP_Macro
US House approves Hong Kong bills in boost for protesters @AJENews https://t.co/hzv8zztGZ3 #HK #SaxoStrats #MacroMonday #Macro
- @KVP_Macro
New day, new ripples, same theme... - latest is that potential HK bill crafted by the US Senate could face a seriou… https://t.co/K0eR1cJsr2
- @KVP_Macro
Early Days! So this wk’s Macro Monday had the phrase “here we go again” and we have already seen that play out over… https://t.co/8xRcKIh3Z2
- @KVP_Macro
RT @BloombergRadio: Asian stocks mostly higher, Apple, @Tencent @HarleyDavidson North Korea food supply, swine fever @KVP_Macro says US-Chi…
- @KVP_Macro
This week starts with equities rallying out of the gates on the euphoria of "Phase One" partial deal completion in… https://t.co/qFj6vi8hxd
- @KVP_Macro
RT @Ole_S_Hansen: #FF my talented colleagues at @saxobank @Steen_Jakobsen CIO #macro @johnjhardy #forex @petergarnry #stocks and quant @D…
- @KVP_Macro
Thu Asia Morning, sees US equities start off down more than -1.00%, before retracing losses alongside regional equi… https://t.co/VIUH1L7vz1
- @KVP_Macro
Looks like US is setting up the upcoming US/China trade talks for failure, as we get visa bans for Chinese official… https://t.co/fa1paeVgGR
- @KVP_Macro
Welcome to WK 41 where we have FOMC minutes due [we are now c. 81% chance of Oct 30 cur, up from 40% from last Mon]… https://t.co/CAJ9PWzJMk
- @KVP_Macro
In the currency race to the bottom, perhaps the USD can never catch up? https://t.co/Qd8PwqfO0B #SaxoStrats #Macro… https://t.co/CMCNzk9UUh
- @KVP_Macro
US Super Friday, Here Come the Non-Farm Payrolls! With the declining US economic data this wk, tonight's NFP become… https://t.co/J1xdWiyXyX
- @KVP_Macro
Global Macro APAC Morning Brief Thu 3 Oct 2019 - Will Service PMIs reverse the current bearish sentiment?… https://t.co/pLSAd3nEs0
- @KVP_Macro
With #USDJPY at 107 Makes you wonder whether for 4Q having 103 or 100 one-touch options makes sense from a tail-ris… https://t.co/rn6Waw2Y8G
- @KVP_Macro
RT @SusanLiTV: Biggest #Stockmarket #SELLOFF in 6 weeks after BEST 3 quarter start 4 S&P since 1997! #WallStreet spooked by slowing #global…
- @KVP_Macro
#MacroMonday WK 40 Impeachment Investigation Implications | Saxo Group https://t.co/9En7BIvs5H via @saxobank… https://t.co/XfHTgOR8Hu
- @KVP_Macro
RT @realDonaldTrump: Secretary of State Pompeo recieved permission from Ukraine Government to release the transcript of the telephone call…
- @KVP_Macro
Nancy Pelosi Announces Formal Impeachment Inquiry of Trump https://t.co/9ZywmGIQHe #SaxoStrats #Macro #Trump
- @KVP_Macro
RT @thetailchaser: Oh, career risk... Difference between genius and crazy: success. We're driven by envy... so better to screw up as a t…
- @KVP_Macro
Happy #Macro Monday Folks, we kick off in c. 2min https://t.co/CTP8SnuC4p At the usual 08:30 SGT/HKT, 09:30 TOK,… https://t.co/aUI2SzvPxR
- @KVP_Macro
RT @Hipster_Trader: When your WeWork coworkers sold their shares on the secondary market but you hung on for the IPO https://t.co/hlIaUzZx2k
- @KVP_Macro
RT @CNBCnow: Masayoshi Son, chief of WeWork’s largest investor SoftBank, is in favor of removing Adam Neumann as CEO of the start-up as the…
- @KVP_Macro
RT @Steen_Jakobsen: Ahead of the next financial crisis, one market strategist claims this is ‘the best long-term risk-reward trade out ther…
- @KVP_Macro
@AntonKreil Ha ha ha... 'Finance Enthusiast', that's like saying 'amateur surgeon'... I mean how hard can it be?
À propos de Kay Van-Petersen
Toutes les entités du Groupe Saxo Bank proposent un service d’exécution et un accès à l’analyse permettant de visualiser et/ou d’utiliser le contenu disponible sur ou via le site Internet. Cet accès et cette utilisation seront toujours soumis (i) aux conditions générales d’utilisation ; (ii) à la clause de non-responsabilité ; (iii) à l’avertissement sur les risques ; (iv) aux règles d’engagement et (v) aux avis s’appliquant aux actualités et recherches de Saxo et/ou leur contenu, en plus (le cas échéant) des conditions régissant l’utilisation des liens hypertextes sur le site Internet d’un membre du Groupe Saxo Bank via lequel l’accès aux actualités et recherches de Saxo est obtenu. Ce contenu n’est donc fourni qu’à titre informatif. Plus particulièrement, aucun conseil n’entend être donné ou suivi tel qu’il est donné ni soutenu par une entité du Groupe Saxo Bank. De même, aucun conseil ne doit être interprété comme une sollicitation ou un encouragement visant à s’abonner à, vendre ou acheter des instruments financiers. Toutes les opérations boursières ou les investissements que vous effectuez doivent être le fruit de vos décisions spontanées, éclairées et personnelles. De ce fait, aucune entité du Groupe Saxo Bank ne pourra être tenue responsable de vos éventuelles pertes suite à une décision d’investissement prise en fonction des informations disponibles dans les actualités et recherches de Saxo ou suite à l’utilisation des actualités et recherches de Saxo. Les ordres donnés et les opérations boursières effectuées sont considérés comme donnés ou effectués pour le compte du client avec l’entité du Groupe Saxo Bank opérant dans la juridiction de résidence du client et/ou chez qui le client a ouvert et alimenté son compte de transactions. Les actualités et recherches de Saxo ne contiennent pas (et ne doivent pas être interprétées comme contenant) de conseils en matière de finance, d’investissement, d’impôts, de transactions ou de quelque autre nature proposés, recommandés ou soutenus par le Groupe Saxo Bank. Elles ne doivent pas non plus être interprétées comme un registre de nos tarifs d’opérations boursières ou comme une offre, incitation ou sollicitation d’abonnement, de vente ou d’achat du moindre instrument financier. Dans la mesure où tout contenu est interprété comme une recherche d’investissement, vous devez noter et accepter que le contenu ne visait et n’a pas été préparé conformément aux exigences légales destinées à promouvoir l’indépendance de la recherche d’investissement et, en tant que tel, serait considéré comme une communication marketing en vertu des lois concernées.
Veuillez lire nos clauses de non-responsabilité :
- Notification sur la recherche en investissement non-indépendant (https://www.home.saxo/legal/niird/notification)
- Clause de non-responsabilité complète (https://www.home.saxo/legal/disclaimer/saxo-disclaimer)