Peter Garnry
Head of Equity Strategy
- @petergarnry
“We've witnessed a halving of journalists since 2008, while the number of corporate communications execs has triple… https://t.co/FZ3rbx28CX
- @petergarnry
@AgustinLebron3 Yes exactly! “Monopoly is therefore not a pathology or an exception. Monopoly is the condition of e… https://t.co/fd7PsDMtRJ
- @petergarnry
The sick culture of massive money losing tech startups in Silicon Valley can only have its root in monopoly thinkin… https://t.co/i6E9GUx0tE
- @petergarnry
RT @DKThomp: If you wake up on a Casper mattress, hail Lyft to get to your desk at WeWork, use DoorDash to order lunch, and get an Uber hom…
- @petergarnry
@Market_Predator @saxobank @Ole_S_Hansen Thanks for noticing. The technicians are investigating.
- @petergarnry
Today's equity update talking about S&P 500 direction, Indian equities, equity valuation, earnings next week focusi… https://t.co/V1DUxPrFFf
- @petergarnry
This could end being the poster child for what went wrong in this cycle. Flying unicorns lost their wings and crash… https://t.co/Vo9IJK0dAx
- @petergarnry
In today's Market Call we talk about the USD and accelerating momentum in GBP. We also talk S&P 500 direction, Nift… https://t.co/jBEYkczuX4
- @petergarnry
The second biggest industry group in the global equity market is the Software & Service industry group. Valuation i… https://t.co/RxbAyTG6ZA
- @petergarnry
We broadcast our daily Market Call podcast via @SoundCloud everyday. But the podcast is available on all podcast ap… https://t.co/JMRwAwulCJ
- @petergarnry
RT @lopezdeprado: If you are familiar with econometrics and wish to transition to machine learning, this paper is your road map: https://t.…
- @petergarnry
RT @johnjhardy: Today's Market Call podcast is a wrap of last night's #FOMC meeting and the important takeaways: Today with @Steen_Jakobse…
- @petergarnry
Powell did manage after all to communicate the right things later into the press conference. Enough to pull S&P 500… https://t.co/xZxfBBI1be
- @petergarnry
The Fed did it again. No intuition of market temperature. Their models cannot capture US-China trade war dynamics.… https://t.co/1gO8Vio89r
- @petergarnry
@Dembik_Chris Yes, seems like a hawkish cut relative to where market expectations were/are...
- @petergarnry
Powell needs to deliver something magically on press conference or else equities will roll over.
- @petergarnry
RT @C_Barraud: 🇬🇷 #Greece plans to provide as much as 9 billion euros ($10 billion) in state guarantees to help its banks reduce a mountain…
- @petergarnry
@AndreasSteno FedEx's default rate is now the highest since GFC. Net debt is up 16x since 2013 while EBITDA is only… https://t.co/nwpmpOOmDo
- @petergarnry
Will #FOMC get ahead of the curve? Our Market Call podcast is out taking a look at the first-in-decade Fed interven… https://t.co/mXFIKHYPKV
- @petergarnry
RT @govttrader: “One of our team just picked up that Saudi has pulled billions of cash from US Markets in the last 24 hours to support thei…
- @petergarnry
@ArturSepp He is obviously talking his own book as his new company is set to deliver exactly on this predicted futu… https://t.co/fsTCEkCT3s
- @petergarnry
Revenue from EVs hit $75bn in 2018 according to BNEF. It's not a fringe business any longer.
- @petergarnry
RT @TheStalwart: What's behind the biggest climate victory yet? Capitalism https://t.co/VNf0LorSiK https://t.co/O8wRRduCNr
- @petergarnry
Our Market Call podcast is out. I'm talking why oil shock hasn't impacted equities more, S&P 500 looking to roll ov… https://t.co/11mOmgwkls
- @petergarnry
RT @tracyalloway: A colorful history of supply disruptions in the oil market, via BAML: https://t.co/A7yRmCivj2
- @petergarnry
RT @AndreasSteno: I get several questions on what is going on in $USD funding markets. Repo rates skyrocketed (!) yesterday, so WATCH the…
- @petergarnry
WeWork’s failed IPO will continue to haunt the company for years in private markets. The perception has fundamental… https://t.co/R0733vqIOt
- @petergarnry
RT @EVMacro: GC Repo traded up to 4.75% today... anyone that follows this market knows just how batshit crazy that is. A 200bp intraday ran…
- @petergarnry
RT @NewYorkFed: The technology spending index fell to 6.5, also a multi-year low. https://t.co/aEE4YmQYek
- @petergarnry
RT @tracyalloway: Secured funding costs surging, with the overnight repo rate jumping 140bps in a single day. https://t.co/51Ci8vZIIg http…
- @petergarnry
Our TAA model Stronghold is reducing risk a bit as expected. It's reducing equity momentum exposure a bit and incre… https://t.co/AhbfSL5vN4
- @petergarnry
RT @laurimyllyvirta: Chhattisgarh, home to the country’s third-largest coal reserves, will not build any new coal power plants...falling co…
- @petergarnry
RT @tomkeene: a must-read for the morning. it's 20+ pages of microeconomics...terrific dis-aggregation of oil price https://t.co/4XGOHSWl8H…
- @petergarnry
In case someone had forgot the impressive equity performance from Feb 2009 to Feb 2019 against US government bonds.… https://t.co/32JX4NVarq
- @petergarnry
RT @SoberLook: Chart: China's industrial production (% year-over-year) - https://t.co/s66we3jBsV
- @petergarnry
Today's Market Call podcast, discussing cross market impact of the Saudi Arabia oil attack over the weekend and th… https://t.co/uZBfOtfMer
- @petergarnry
The US government is getting serious about monopolies...watch out Amazon, Facebook, Google https://t.co/HWr22InZVe
- @petergarnry
How much did global recession probability rise in the last two days on higher oil price (not driven by demand) and… https://t.co/iDtu4q742E
- @petergarnry
The concentration of production in China has the same fragility dynamics for many US companies as the US-China trad… https://t.co/PmVPcLgoXz
- @petergarnry
The Saudi Arabia oil processing attack is again a reminder of how vulnerable our society has become. Concentrating… https://t.co/r1H9Y6fIQw
- @petergarnry
The weekend's attack in Saudi Arabia means that every serious security council will now initiate a reassessment of… https://t.co/lwmXwQDiE1
- @petergarnry
It’s the same scientific engineering mentality that has crept into economics and central bank policies. When you do… https://t.co/aMGUVEPHXI
- @petergarnry
For anyone thinking about investing in the upcoming WeWork IPO please read this thread. https://t.co/Ib4N2Zbjpx
- @petergarnry
Mind boggling...WeWork goes ahead and list on NASDAQ based on a sweetener of changing the corporate governance. #WeWork
- @petergarnry
The good thing our a model-driven TAA portfolio is that you can sit back and view any political and monetary decisi… https://t.co/8BYFUZpmJF
- @petergarnry
Yesterday's initial jobless claims were strong. But most analyses forget to scale them against employment to make t… https://t.co/lJLNReXTAi
- @petergarnry
Deutsche Bank shares up 32% from August lows driven by tiering system on excess reserves and steeper yield curve.… https://t.co/aN70hFBSp9
- @petergarnry
In today's equity update we obviously comment on the ECB decision yesterday and how we see European banks. We also… https://t.co/sy38WJS8Dj
- @petergarnry
RT @C_Barraud: 🇺🇸 #Trump Says He Plans to Unveil Middle-Class Tax Cut in Next Year - Bloomberg https://t.co/jR7AqpK6KW
- @petergarnry
Today's Market Call podcast, discussing ECB decision and how it has sent fault lines through Europe, next week's FO… https://t.co/48cyVgLip0
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.
Webinar replay: How the strong USD and recession risk are impacting global equities
Peter Garnry
Head of Equity Strategy
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