Squawk / 07 May 2018 at 0:18 GMT
Global Macro Strategist / Saxo Bank Group - Singapore Hub
Singapore
TGIM & Happy Macro Monday, you know the drill... pls. join us in c. 12min on https://saxobank.adobeconnect.com/morning-call/

As we explore the wk ahead, touching on bodacious trends, CPI from the US, CH, NO & SE to mention a few... as well as a lot of trade updates to the Macro Monday Trading book...

Most Important Things This WK:
*Powell speaking at IMF gig in Zurich

*US inflation

*RBNZ on Thu, will be the new gov. Orr first mtg...

*Trump on Sat (12 May) on Iran/US/EU Nuclear agreement - huge implications to the moves we've been seeing in Oil
07 May
Market Predator Market Predator
Hi KVP. Do I understand well that JK is leaving Saxo??
07 May
Kay Van-Petersen Kay Van-Petersen
Hey MP, unfortunately this is correct. The very talented JK, a.k.a. King James has moved on to a challenging & great new opportunity for him outside the bank. I cannot thanks JK enough for using up his wkds & being a key partner is c. +150 Macro Mondays... We could not have done it with out him & our clients support. We obviously wish him phenomenal success & godspeed in the new role, which I am sure he will crush. He is quite simply one of a kind.
07 May
Market Predator Market Predator
Kay, I put my comment just during your first slide (at beginning of MM). On the last slide of MM everything was written and confirmed again. Big loss for Saxo!
07 May
Kay Van-Petersen Kay Van-Petersen
Agreed, yet two sides for every trade... he's a big gain & win for someone else :-)
07 May
Alan M Alan M
Hey Kay, are you still posting replays of the Macro monday call??
07 May
Romanatrader Romanatrader
Hello Kay, what is your opinion on EUR/SEK? I´m in long pos.....thank you Romana
08 May
Kay Van-Petersen Kay Van-Petersen
Hey Romanatrader, don't watch EURSEK 10.5296 too much... With that said... long-term charts look intact & very constructive (Weekly + Monthly... RSI still in over bgt territory)...

However the daily looks a touch more worrisome in the near-term.. RSE has turned... MACD crossing dwn....

I think now the most important cross in the mkt is really EURUSD... i.e. if that breaks lower... which I think it will... (super bearish close sub 1.2000 & sub key moving averages & its the last bastion of USD shorts)... then could see quite a bit of short-term pain on EURSEK... still it would accelerate another wave of USD strength which hopefully also helps your SEK short...
08 May
Romanatrader Romanatrader
Hey Kay, thank you very much for your answer...
08 May
Kay Van-Petersen Kay Van-Petersen
Alan M, totally forgot to... here just in case you have not seen it. http://bit.ly/2KHs6wAWK19MacroMonday

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