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Video / 13 September 2017 at 9:33 GMT

Three scenarios for trading US-North Korea risk — #SaxoStrats

Kay Van-Petersen
Saxo's global macro strategist Kay Van-Petersen considers three scenarios for traders and investors regarding the tensions between North Korea and the United States.

He details more about his positioning in his ‘cheat sheet’, here.
North Korea Scenarios & Capital Preservation Positioning

13 September
Sotha Sotha
The picture is too small :) Also I think traditional kinetic + hard negotiations could be a bit different than muddle through via tests, ICBMs, drills, twitter warmongering. I also think if Kim Jong-Un creates an official twitter account, then you should add long TWTR :)
13 September
PeterAlexander PeterAlexander
Could you make this available as a pdf?
13 September
New New
can I downl9oad this?
14 September
CamRob CamRob
The scenarios and the positioning chart is also discussed in this week's Macro Monday, around 13.30 in the video. You should be able to make the video full screen on your computer so you can read Kay's text. https://www.tradingfloor.com/posts/macro-monday-wk-37-north-korea-and-hurricane-irma-saxostrats-8932574
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