Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

Event-Driven

<ul><li>This is like the world cup finals for global macro and anything goes. It&rsquo;s all about the Greek Dilemma and nothing else matters</li><li>Shanghai Comp down 13%, I am tempted to jump on any upward momentum. I don&rsquo;t think the authorities would let the market crater another 10-15%</li><li>If all we are talking about and looking at Greece, what are we missing?</li></ul>

This is like the world cup finals for global macro and anything goes. It&rsquo;s all about the Greek Dilemma and nothing else mattersShanghai Comp down 13%, I am tempted to jump on any upward momentum. I don&rsquo;t think the authorities would let the market crater another 10-15%If all we are talking about and looking at Greece, what are we missing?

MACRO TAKE: GREECE - GLOBAL MACRO WORLDCUP FINALE IN NEXT 24-48 HOURS 

<ul><li>The next two weeks will have some of the most potent events of the 1H of the year</li><li>Weds Apr 29 sees the Fed meeting &amp; 1Q US GDP, Thu Apr 30 is RBNZ &amp; BoJ, with the following Tue &amp; Fri (May 5 &amp; 8) being RBA &amp; US Non-farm payrolls&hellip;</li><li>Once again, with an RBA cut imminent &amp; the Fed set to hike in 2H, AUD above 0.7750 is a screaming short as you have catalysts on both sides of the cross</li></ul>

The next two weeks will have some of the most potent events of the 1H of the yearWeds Apr 29 sees the Fed meeting &amp; 1Q US GDP, Thu Apr 30 is RBNZ &amp; BoJ, with the following Tue &amp; Fri (May 5 &amp; 8) being RBA &amp; US Non-farm payrolls&hellip;Once again, with an RBA cut imminent &amp; the Fed set to hike in 2H, AUD above 0.7750 is a screaming short as you have catalysts on both sides of the cross

THE MACRO TAKE: NEXT 2WKS ARE HIGH OCTANE! FED, US 1Q GDP, RBNZ, BoJ, RBA & US NFP    

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MACRO TAKE: GREECE - GLOBAL MACRO WORLDCUP FINALE IN NEXT 24-48 HOURS

This is like the world cup finals for global macro and anything goes. It’s all about the Greek Dilemma and nothing else matters Shanghai Comp down...

Kay Van-Petersen

THE MACRO TAKE: NEXT 2WKS ARE HIGH OCTANE! FED, US 1Q GDP, RBNZ, BoJ, RBA & US NFP

The next two weeks will have some of the most potent events of the 1H of the year Weds Apr 29 sees the Fed meeting & 1Q US GDP, Thu Apr 30 is...

Kay Van-Petersen