Kay Van-Petersen
Global Macro Strategist
- @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?
- @KVP_Macro
#Trump clearly not impressed with the #Fed & #Powell. US Dollar is higher post the decision with DXY at 98.589 +33b… https://t.co/H0yeZPCeG4
- @KVP_Macro
RT @johnjhardy: Powell more explicit in response to NYTimes query - temporary market operations for now akin to yesterday's repo and "I thi…
- @KVP_Macro
How women-led millennial VC firm SoGal Ventures is aiming for diversity in entrepreneurship https://t.co/l3y8KryxsC #SoGal #SoGalVentures
- @KVP_Macro
#Trump said his administration has reached an initial trade accord with Japan over tariffs https://t.co/mYAh8RuWpl… https://t.co/qtHXTFg4TK
- @KVP_Macro
RT @realDonaldTrump: ...The United States, because of the Federal Reserve, is paying a MUCH higher Interest Rate than other competing count…
- @KVP_Macro
Happy #Macro Monday Folks, we kick off in 3-4min https://t.co/CTP8SnuC4p At the usual 08:30 SGT/HKT, 09:30 TOK, 10… https://t.co/FUMqWkg2qb
- @KVP_Macro
Think #oil is big time tactical fade here +12.2% $67.56 Brent Crude's spike in the Asia Mon open... Saudi Arabia ha… https://t.co/VTazTd3iMX
- @KVP_Macro
RT @realDonaldTrump: Based on the attack on Saudi Arabia, which may have an impact on oil prices, I have authorized the release of oil from…
- @KVP_Macro
RT @Ole_S_Hansen: COT on #commodities in wk to Sept 10 saw funds turn buyers for the first time in 2 months. Trade war de-escalation drove…
- @KVP_Macro
RT @cnbcSri: Global economy can ill afford higher oil prices at a time of economic slowdown, says @Ole_S_Hansen, ‘so while a lower supply d…
- @KVP_Macro
RT @Ole_S_Hansen: “YEMEN WAR has become Saudi Arabia’s Vietnam (or Soviet Union’s Afghanistan or indeed U.S. version of Afghanistan).” 👇 ht…
- @KVP_Macro
Goooooooooooooooooooooooooooooood Morning from the Asia Pacific! Wishing everyone a brilliant, growth filled, healt… https://t.co/p0QZceYAEK
- @KVP_Macro
RT @realDonaldTrump: ....I asked John for his resignation, which was given to me this morning. I thank John very much for his service. I wi…
- @KVP_Macro
RT @realDonaldTrump: I informed John Bolton last night that his services are no longer needed at the White House. I disagreed strongly with…
- @KVP_Macro
RT @AmbJohnBolton: I offered to resign last night and President Trump said, "Let's talk about it tomorrow."
- @KVP_Macro
RT @Ole_S_Hansen: The non-commercial IMM #GBP short stood at 89k lots (£5.6 bn) last Tuesday. Since then #Sterling has tanked by 2.7% #fore…
- @KVP_Macro
RT @Steen_Jakobsen: Jeremy Corbyn’s plan to rewrite the rules of the UK economy https://t.co/0P3jhICOj9 via @financialtimes
- @KVP_Macro
RT @Steen_Jakobsen: Tariffs goes up - USDCNH goes up - the futility of this modus operandi is clear. A chinese delegation going to Beijiing…
- @KVP_Macro
RT @BloombergRadio: Is the key risk @realDonaldTrump running 2020 election on tariffs? @KVP_Macro @jbCurtis @JuleSaly #DaybreakAsia Radio h…
- @KVP_Macro
Happy #Macro Monday Folks, we kick off in 2min https://t.co/CTP8SnuC4p at the usual 08:30 SGT/HKT, 09:30 TOK, 10:… https://t.co/8RC7oiFtjP
- @KVP_Macro
RT @NAR: UPDATED | Jokowi announces Indonesia's new capital in East Kalimantan. https://t.co/oVkBzUH7B9
- @KVP_Macro
RT @Ole_S_Hansen: Equities are treading on thin ice says @petergarnry https://t.co/U3EsTtHrPT via @saxobank
- @KVP_Macro
RT @Steen_Jakobsen: This is interesting as it remains the top priority for China to see the US reduce tariffs before coming for real to neg…
- @KVP_Macro
RT @Lingling_Wei: Neither Vice Premier Liu nor Vice President Wang made the kind of phone calls as indicated by POTUS. There have been recu…
- @KVP_Macro
RT @Steen_Jakobsen: From Huawei to Hong Kong: why China is likely to weigh heavily on G7 leaders’ minds | South China Morning Post https://…
- @KVP_Macro
RT @realDonaldTrump: .....The Fed Rate, over a fairly short period of time, should be reduced by at least 100 basis points, with perhaps so…
- @KVP_Macro
RT @realDonaldTrump: Our Economy is very strong, despite the horrendous lack of vision by Jay Powell and the Fed, but the Democrats are try…
- @KVP_Macro
RT @ascottpedersen: My friend just took this video in Futian District, Shenzhen. Hong Kong seems to be in serious trouble 😬. #HongKongProte…
- @KVP_Macro
Macro Monday call kicks off in about 1min folks, chating on #ECB, #FED, FlashPMIs, Iran/Uk, #Silver goign Super… https://t.co/D1Bd8hHsdf
- @KVP_Macro
Goooooooooooooooooooooooooood Morning from the Asia Pacific & Happy #Macro Monday! Have an epic wk ahead everyone f… https://t.co/tSfS4srpzF
- @KVP_Macro
RT @JiuJitsustyle: Marcelo Garcia is one of the most prolific competitors to have ever graced the Jiu Jitsu mats and one of our sporting ic…
- @KVP_Macro
RT @Steen_Jakobsen: Wall Street Weighs Wild-Card Risk of U.S. Move to Weaken Dollar https://t.co/ogkPOqGuHz
- @KVP_Macro
RT @Ole_S_Hansen: #Stocks, #bonds and #gold all moved higher and the $USD lower after Fed Chair Powell's testimony affirmed that the Fed is…
- @KVP_Macro
RT @Ole_S_Hansen: #Gold buying cont. albeit at a slower pace than the previous four weeks. During this time the net-long has jumped by 208k…
- @KVP_Macro
Folks we are back with #Macro Monday! Kicks off in about 1min! Super tight his morning.. touching on #Turkey… https://t.co/srQCYHEyZC
- @KVP_Macro
RT @Steen_Jakobsen: Lagarde to Succeed Draghi as ECB Chief as Economy Weakens // MMT is now a fact ..... https://t.co/2OFdit5igM
- @KVP_Macro
RT @BloombergRadio: Asian stocks mixed @RealDonaldTrump - Xi meeting @Huawei China military @Boeing Max problem, China eco @stevenmnuchin1…
- @KVP_Macro
RT @Ole_S_Hansen: Strong buying of #gold continued ahead of the post-FOMC surge to $1400/oz. Funds increased the net-long by 21% to 190k lo…
- @KVP_Macro
STAY IN THE GANE! This is powerful, thx for sharing Max, Chica, @AlbertBridgeCap & full salute to @KennyKennyMoe3 https://t.co/3BoRK5vghe
- @KVP_Macro
RT @BullOakCapital: “Socialism comes from the heart. Capitalism comes from the head.” I want every person on earth to watch this video. ht…
- @KVP_Macro
#SaxoStrats #MacroMonday #Macro #GDX #GDXJ #SIL Is #gold the 'new' #bitcoin? 😋 https://t.co/SxLFkuiZc3
- @KVP_Macro
RT @agurevich23: Fed: We're hiking and reducing balance sheet on autopilot. Market: You're easing in a year. Fed: We're pausing, but still…
- @KVP_Macro
RT @irwin_brenda: On the topic of male bias in #venturecapital: “1.5% of venture investment goes to female founded businesses in the Nethe…
- @KVP_Macro
RT @Grace_4ofaKPod: ATTENTION: #startups that are pre-Series A (raised < $3M) with at least one woman or diverse founder, apply for @IamSoG…
- @KVP_Macro
RT @Danske_Research: Denmark 1bp away from being the first country - as far as we know - where all government bonds are trading with a neg…
- @KVP_Macro
RT @saxobank: Saxo Head of APAC #Macro Strategy, @KVP_Macro, gives us his 90-second take on what Wednesday’s crunch #FOMC meeting is likel…
- @KVP_Macro
A must watch as next 1-2 FOMC mtgs could be the next more important in rgds to turn of the Fed cycle... #SaxoStrats… https://t.co/d4fSj8sQwH
- @KVP_Macro
RT @anilvohra69: On Friday, Trump gave notice that under sec 232 auto imports are a national security threat. If Lightizer can’t negotiable…
- @KVP_Macro
RT @anilvohra69: Stan Druckenmiller, NY Economic Club interview, Jun 3rd (LONG THREAD) https://t.co/O3G5IFjzd7 Here is a brief summary…
- @KVP_Macro
RT @Ole_S_Hansen: We maintain a bullish longer term view on #gold but the risk of tactical short-term selling (target $1305) has emerged on…
- @KVP_Macro
RT @jsblokland: #China pork prices rose 18% in May, pushing up food price #inflation and headline #inflation. https://t.co/9SNrkW2bBh
- @KVP_Macro
RT @realDonaldTrump: ....stem the tide of Migration through Mexico, and to our Southern Border. This is being done to greatly reduce, or el…
- @KVP_Macro
RT @realDonaldTrump: I am pleased to inform you that The United States of America has reached a signed agreement with Mexico. The Tariffs s…
- @KVP_Macro
Boom! I love it when a plan comes together... This is what trading global macro is all about. The few inflection p… https://t.co/zg0kmNIwZG
- @KVP_Macro
RT @realDonaldTrump: ....at which time the Tariffs will be removed. Details from the White House to follow.
- @KVP_Macro
RT @realDonaldTrump: On June 10th, the United States will impose a 5% Tariff on all goods coming into our Country from Mexico, until such t…
- @KVP_Macro
So think what happened with #USDTRY last year... would also expect the 6.90 to 6.95 range of the yuan to be challen… https://t.co/KDciOocTDZ
- @KVP_Macro
Its likely going to be an absolute bloodbath today. Trump smacking tariffs on all Mexican goods, escalates the trad… https://t.co/ed08zeqhET
About Kay Van-Petersen
Kay Van-Petersen joined Saxo Bank in 2014 as a Global Macro Strategist, based in Singapore. He focuses on delivering strategies and analyses across asset classes based on monetary & fiscal policies, global geopolitical landscapes as well as other macroeconomic fundamentals. He also takes into account market sentiment, technical and momentum factors.
KVP has over a decade of experience in the financial markets, with the majority of those years spent as a trader & analyst across multiple strategies including: global macro, equity long/short, fundamental value, event-driven and special situations. He is the author of various multi-asset/strategy research products the weekly “Macro Mondays” calls and reports with a focus on tactical as well as strategic positioning. He also contributes to Saxo Bank’s Quarterly outlooks and other thematic investment pieces as well as making special situation ad hoc calls.
Kay Van-Petersen joined Saxo Bank in 2014 as a Global Macro Strategist, based in Singapore. He focuses on delivering strategies and analyses across asset classes based on monetary & fiscal policies, global geopolitical landscapes as well as other macroeconomic fundamentals. He also takes into account market sentiment, technical and momentum factors.
KVP has over a decade of experience in the financial markets, with the majority of those years spent as a trader & analyst across multiple strategies including: global macro, equity long/short, fundamental value, event-driven and special situations. He is the author of various multi-asset/strategy research products the weekly “Macro Mondays” calls and reports with a focus on tactical as well as strategic positioning. He also contributes to Saxo Bank’s Quarterly outlooks and other thematic investment pieces as well as making special situation ad hoc calls.
APAC Global Macro Morning Brief – Happy Macro Fri 18 Oct 2019: Please, can you just please take my money?
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Thu 17 Oct 2019: Is “The Struggle” Real?
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Wed 16 Oct 2019: The day could get ugly for bulls & beautiful for bears...
Kay Van-Petersen
Global Macro Strategist
APAC Global Macro Morning Brief – Happy Macro Tue 15 Oct 2019: Early Days on Trade Talks & Turkey…
Kay Van-Petersen
Global Macro Strategist
Global Macro APAC Morning Brief - TGIF & Happy Macro Friday, getting ready for WK 42
Kay Van-Petersen
Global Macro Strategist
Global Macro APAC Morning Brief - Thu Asia Morning Kicks Off With US Equity Futures Down Over -1.00%
Kay Van-Petersen
Global Macro Strategist
Global Macro APAC Morning Brief - The US cannot be serious about a trade deal
Kay Van-Petersen
Global Macro Strategist
Global Macro APAC Morning Brief - China, back in from Golden Week holidays
Kay Van-Petersen
Global Macro Strategist
Macro Monday Week 41: Highlights from Saxobank's Q4 Outlook - The Killer Dollar
Kay Van-Petersen
Global Macro Strategist
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