IIFT Daily Note with Peter Brown

Archive for February 2nd, 2015

2

FEB

David’s Daily Note – Greek Game Theory

Posted by:  |  Time: 12:21 pm  |  Topic:
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Greek Game Theory

BY David McWilliams on

copChessSummary

Greek says no to new Troika deal
Russia: Surprise Rate Cut
United States: First Q4 GDP print a little soft
Eurozone: Spanish GDP Surprises to the Upside

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Good morning,

When thinking about Greece’s demands for some Continue Reading →

2

FEB

Greece , earnings and China.

Posted by:  |  Time: 7:39 am  |  Topic:  |  Comments: 8
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 Commentary:

Greece, earnings and now China pmi’s are all conspiring to drive stocks lower. The US market is the weakest; DAX is supported by the coming QE programme. In other markets FX is very stable and we are range bound on Euro/USD and USD/JPY and look set to stay so Continue Reading →