IIFT Daily Note with Peter Brown

Archive for February 9th, 2015

9

FEB

David’s Daily Daily Note – So much for European Solidarity

Posted by:  |  Time: 10:59 am  |  Topic:
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So much for European Solidarity

BY David McWilliams on

26ca181ecacba59f4680b3719b8260018dd0e2d0ec4b58569dab69e853e988e4Summary

A show of strength by the ECB
United States: Strong employment story continues
Eurozone: Industrial production weakens
The Week Ahead: UK inflation report to the fore

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Good morning,

After a 50 handle round Continue Reading →

9

FEB

Strong NFP means strong dollar.

Posted by:  |  Time: 7:48 am  |  Topic:
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Commentary:

Well, really good NFP figures Friday have brought the prospect of a rate rise in the US this year closer. That has some major implications and firstly a much stronger dollar. We will have to adjust our expectations for the dollar rally if we are adding a rate rise. Continue Reading →