IIFT Daily Note with Peter Brown

Archive for February 4th, 2015

4

FEB

David’s Daily Note

Posted by:  |  Time: 2:17 pm  |  Topic:
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Caught in a bind

BY on

PBOCSummary

China: Back against the wall
China: PBOC rate cut
United States: Mixed Factory Orders
Turkey: Higher inflation spooks CBRT

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Good morning,

Chinese policy appears to be in a bit of a bind at the moment. FX outflows Continue Reading →

4

FEB

Euro equities attracting big flows.

Posted by:  |  Time: 7:41 am  |  Topic:  |  Comments: 16
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 Commentary:

Well yet again we are back to buying stocks. DOW now up at 17600 after all the nervousness surrounding the lower oil price, lower earnings and Greece. Yet again stocks prove attractive as there is nowhere else to put your money.

The market was helped by a relief rally Continue Reading →