Max Kettner

[Squawk on the Street @SquawkStreet]

"We've updated a lot of our semi positioning, technical indicators both in Asia and in the U.S., and a lot of them do look pretty close to rock bottom."

@HSBC chief multi-asset strategist @kettner_max makes a call on the momentum reversal:
https://t.co/4wEpTgbORy

[Squawk on the Street @SquawkStreet]

"I don't think actually that today's inflation report is this big game changer."

@kettner_max, @HSBC chief multi-asset strategist, outlines the path forward for interest rates and yields:
https://t.co/Ga0X4Xn2Ox

[Money Movers @moneymoverscnbc]

"Big high-beta momentum unwinds historically in the last 10-15 years – that hasn't really transpired into broad risk-off."

@HSBC Chief Multi-Asset Strategist @kettner_max shares his playbook for both U.S. equities and global markets:
https://t.co/w4hNRdcpIr

[Bloomberg TV @BloombergTV]

Max Kettner, chief multi-asset strategist at HSBC, examines the rotation trade and signals from the current market selloff https://t.co/CqoU7pL252

[Money Movers @moneymoverscnbc]

"We're almost maximum bullish on equities, particularly in the U.S. and emerging markets."

@HSBC Chief Multi-Asset Strategist @kettner_max outlines where he's finding value in 2026 – and why he especially likes Japanese and European banks:
https://t.co/OzfJMSfHJq

[Money Movers @moneymoverscnbc]

"Expectations clearly are still somewhat subdued."

@HSBC Chief Multi-Asset Strategist @kettner_max thinks AI bubble fears have been overblown, but he's not ruling out a capex "cliff event" closer to 2027:
https://t.co/XiUu1In3dP

[Money Movers @moneymoverscnbc]

"It's more about AI and tech and some of the other stuff, like buying the dips in banks and also rotating to a bit of manufacturing-sensitive stuff like the industrials."

@HSBC Chief Multi-Asset Strategist @kettner_max shares his playbook into year-end:
https://t.co/OvlyDiYrEi

[Sonali Basak @sonalibasak]

Found a bull in New York!! @kettner_max. One of the things that has been heartening about this job change is how welcoming the broader investment community has been. Such a thought provoking afternoon debating our views heading into 2026.

[Money Movers @moneymoverscnbc]

"The weaker dollar really, really should help...the mega-caps and tech stocks in particular."

@HSBC Chief Multi-Asset Strategist @kettner_max tells @carlquintanilla and @LesliePicker that Wall Street's Q2 earnings expectations may be too low:
https://t.co/TB1kG2YKlX

[Money Movers @moneymoverscnbc]

"I think we really rallied perhaps a little bit too much."

@HSBC Chief Multi-Asset Strategist @kettner_max doesn't think the market's momentum can last, predicting trouble ahead for U.S. consumer cyclicals in particular.
https://t.co/PR7m9ABepa

[Max Kettner @kettner_max]

@tracyalloway @TheStalwart Next stop greggs?

[Money Movers @moneymoverscnbc]

"I think I'd buy the rest of the world over the U.S."

@HSBC Chief Multi-Asset Strategist @kettner_max thinks it's too early to call the market bottom as the major indices come off their worst week since March 2020:
https://t.co/eJ3F2E7asx

[Money Movers @moneymoverscnbc]

“I think U.S. equities will probably remain a bit challenged in the near term.”

@HSBC Chief Multi-Asset Strategist Max Kettner helps us navigate policy uncertainty and recession fears:
https://t.co/qOW6nEWu0N

[Max Kettner @kettner_max]

@elonmusk Also USAID budget was c. USD40bn in 2023. Nominal GDP in 2023 c. 27.4tr, ie USAID spending was 0.1% of GDP. The BBC media action mentioned above was USD2.6m, so c.0.06% of USAID spending.

[Max Kettner @kettner_max]

@elonmusk Google search: BBC Media Action: Meet the BBC's international charity (https://t.co/ET5SNzxMI7). People may agree/disagree with that. And others might or might not say ‚BBC is fake news‘ etc. But it’s NOT funding the BBC / programme.

[Max Kettner @kettner_max]

@baha_jam @berlindirekt Dann aber auch das Interview mit Kühnert anschauen. Das ist genauso kritisch. Außerdem ‚den ÖRR‘, ‚die Medien‘ zu verwünschen ist ja die Art Verallgemeinerung, die hier angeprangert wird.

[Berlin direkt @berlindirekt]

SPD-Generalsekretär Kevin Kühnert über die Führungsrolle seiner Partei in der Ampel: „Wir können nicht zaubern“
#berlindirekt

(Video)

https://t.co/cpT0LQ2aCs

[Max Kettner @kettner_max]

@daniburgz @ManusCranny Very cool - congratulations!!

[Squawk on the Street @SquawkStreet]

Land of the free, home of the portfolio gains 🦅 @HSBC Chief Multi-Asset Strategist @kettner_max joins to make the case that now's the time to jump back into U.S. equities.

[Yahoo Finance @YahooFinance]

"Things are a little bit better than people really expected six months ago," @HSBC Chief Multi-Asset Strategist @kettner_max says. "We see inflation heading in the right direction."

[Lisa Abramowicz @lisaabramowicz1]

"The idea of a quick Fed pivot and increasing hopes for a soft landing of growth have lifted almost all boats...We remain maximum underweight global equities, HY credit & DM sovereigns on a tactical basis. Fundamentals haven't changed all that much:" HSBC's Max Kettner