Peter Garnry
Head of Equity Strategy
- @petergarnry
Strong results from JPM. IB fees up 16% vs neg. expectations. Consumer banking revenue up 10% y/y with core loans u… https://t.co/ZqtVWjkRLB
- @petergarnry
The spread between long-dated Treasuries and the CPI y/y is close to going negative. We have had three periods sinc… https://t.co/QZ9N1gnROa
- @petergarnry
Next target after round #2 against China and the NATO summit (11-12 July) will most likely be the car industry. So… https://t.co/SdUwErmOKG
- @petergarnry
The $200bn in tariffs is talk/tactics for now. What matters is the actual actions of the US. More importantly, Chin… https://t.co/nW0dZEkJ4s
- @petergarnry
The US Treasury spread indicates the highest 12-month recession probability since the financial crisis in 2008. Mea… https://t.co/uZUXB3G3C5
- @petergarnry
PepsiCo delivers on Q2 earnings and rev. Results show the benefits of its food business while the soda business is… https://t.co/A2fCB5zpCA
- @petergarnry
Would WSJ have written this article on Belgium football if they had lost to Japan? Fooled by randomness? The sample… https://t.co/IzakA2s9oD
- @petergarnry
This WSJ article strikes me of being very naive. The Chinese government likes industry concentration, especially in… https://t.co/OS68bdtPO9
- @petergarnry
Tencent's move to spin off and list their online music business in the US is a defeat for Hong Kong. Xiaomi IPO sho… https://t.co/MBIbttEFMS
- @petergarnry
Valuation is still aggressive and thus the next couple of quarterly earnings releases will be crucial to support the stock price...
- @petergarnry
Xiaomi's IPO is definitely a disappointment for the company with an IPO price of HKD 17 (low end of the price range… https://t.co/KXT0BaLLfB
- @petergarnry
Fiat Chrysler, our equity model's highest ranked stock, just reported June U.S. auto sales up 8% vs 7.4% expected. #stockstowatch
- @petergarnry
While Tesla is enjoying a victory lap today as the car company reached the 5,000 per week production target for its… https://t.co/I0yGNaGMBh
- @petergarnry
Equity Monthly where we focus on trade war and volatility that we expect to rise from here as the trade war escalat… https://t.co/8Xah2CA11A
- @petergarnry
Japan vehicle sales y/y in June is -7.3% the worst since March 2015. The pain is flowing to many corners around the… https://t.co/9tWBE5v8Tc
- @petergarnry
The portfolio consists mostly of tech stocks with high quality, low leverage (minimal interest rate sensitivity), s… https://t.co/diXUCGbrz7
- @petergarnry
@ballyhoo2273 @SaxoStrats Yes, Amazon's entrance into the pharmacy business will not change it overnight. It will be a long struggle.
- @petergarnry
RT @johnjhardy: As article points out - actual withdrawal would require an act of Congress https://t.co/vbpqar0lEp
- @petergarnry
Monthly update to our Equity Radar US portfolio tracking the top 20 best ranked stocks in our equity factor model… https://t.co/q0VHA5SXxO
- @petergarnry
Xiaomi has filed their prospectus with the Hong Kong Stock Exchange. Read our latest and final analysis on the Xiao… https://t.co/Ze8TtzLZmq
- @petergarnry
Ouch...Amazon acquires PillPack sending down pharmacy stocks down ~8% across the board in pre-market. Amazon is tru… https://t.co/p3dyXneqR5
- @petergarnry
The Q2 earnings season will not provide the support investors are hoping for. Earnings revisions under pressure. Ea… https://t.co/ryT4sRx3NJ
- @petergarnry
GE is likely to spin off health-care unit and exit stake in Baker Hughes within 2-3 years according to WSJ. Conglomerates are as dying...
- @petergarnry
RT @jasonzweigwsj: Trade wars can not only be nasty; they can smell nasty. https://t.co/mXKpUBPXXw
- @petergarnry
Do you need more than this to convince you that robots will eliminate humans in manufacturing? Long-term investors… https://t.co/IfwteTbgNi
- @petergarnry
CSI 300 futures are in a bear market putting extra pressure on the Chinese government to find a solution on trade w… https://t.co/DF4flVE7WG
- @petergarnry
If custom checks are reintroduced and delivery car parts goes from ~1 day to ~3 days, Honda need massive expansion… https://t.co/N7dgZPDfVP
- @petergarnry
Credit Suisse 2015 report on global trade shows that the US has the highest trade barriers of any comparable countr… https://t.co/ZrpsqdiDlM
- @petergarnry
Another misguided application of ML. Nobody wants to read machine-written analyses. The automated reports on Bloomb… https://t.co/L4tYxmkd3N
- @petergarnry
RT @tom_peters: "Speed is everything in 2018" total bullshit: Relationships take time. Recruiting allies to your cause takes time. Reading…
- @petergarnry
Free trade makes the world better and more prosperous. Because of the clear benefits trade has grown 4.2% p.a. duri… https://t.co/lJPkQnqoZ6
- @petergarnry
RT @TeisKnuthsen: Trade wars are everywhere but in the statistics: Morgan Stanley's globale trade indicator picks up again in May. #macro…
- @petergarnry
Red Hat earnings miss sending the shares initially down 15% but the stock is already coming back. The stock is part… https://t.co/ptCj8dz0FH
- @petergarnry
Trumps new threat of 20% tariffs on cars imported from EU is hitting German car companies down around 1.5% #TradeWar #stocks #germany
- @petergarnry
Based on yesterday's PHIP filing from Xiaomi we have updated our pre IPO analysis. While valuation is still stretch… https://t.co/X3a64ICOMN
- @petergarnry
Finally a good macro surprise in the euro area with Markit Eurozone Composite June preliminary figures coming out at 54.8 vs est. 53.9
- @petergarnry
News surfaces that China is engaging the US to deescalate trade war. This shows that trade balance surplus countrie… https://t.co/fDVKozEDp4
- @petergarnry
While EM equities are having a rebound day we remain underweight/negative as the headwind will only get stronger as… https://t.co/Ae31BzHwvu
- @petergarnry
Stark reminder that any company can (and probably will) disappear on a long enough time horizon. #notwinning https://t.co/Q2GygMZEdH
- @petergarnry
@Flash430 Stronghold is a portfolio service. Our view on Italian equities is short-term tactical view not related t… https://t.co/do00iplM8g
- @petergarnry
@IcahnSE Our prediction is that global equities are in neutral territory and will likely trade sideways in the shor… https://t.co/IAAmWY84rI
- @petergarnry
I think Paul Tudor Jones has the right interpretation on the trade war issue. The US has lower tariffs vs. its trad… https://t.co/f3qCORrnVx
- @petergarnry
CSI 300 Index down 4% and the US yield curve is flattening even more now with investors demanding long duration. In… https://t.co/PW9KETgIYF
- @petergarnry
Jyske Bank's CEO Anders Dam is spot on when he says that the cost of C-suite stock options should go over the incom… https://t.co/ZJOSg6x5DJ
- @petergarnry
RT @jsblokland: The difference between EM and DM #inflation is the smallest since the popping of the Internet bubble back in 2000! https://…
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.
Saxo Equity World Cup: Colombia flops as Denmark rises to the top
Peter Garnry
Head of Equity Strategy
The Saxo Bank Group entities each provide execution-only service and access to Analysis permitting a person to view and/or use content available on or via the website is not intended to and does not change or expand on this. Such access and use are at all times subject to (i) The Terms of Use; (ii) Full Disclaimer; (iii) The Risk Warning; (iv) the Rules of Engagement and (v) Notices applying to Saxo News & Research and/or its content in addition (where relevant) to the terms governing the use of hyperlinks on the website of a member of the Saxo Bank Group by which access to Saxo News & Research is gained. Such content is therefore provided as no more than information. In particular no advice is intended to be provided or to be relied on as provided nor endorsed by any Saxo Bank Group entity; nor is it to be construed as solicitation or an incentive provided to subscribe for or sell or purchase any financial instrument. All trading or investments you make must be pursuant to your own unprompted and informed self-directed decision. As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Saxo News & Research or as a result of the use of the Saxo News & Research. Orders given and trades effected are deemed intended to be given or effected for the account of the customer with the Saxo Bank Group entity operating in the jurisdiction in which the customer resides and/or with whom the customer opened and maintains his/her trading account. Saxo News & Research does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of our trading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws.
Please read our disclaimers:
- Notification on Non-Independent Investment Research (https://www.home.saxo/legal/niird/notification)
- Full disclaimer (https://www.home.saxo/legal/disclaimer/saxo-disclaimer)
