IIFT Daily Note with Peter Brown

Archive for February 10th, 2015

10

FEB

David’s Daily Note – The Great Divergence

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The Great Divergence

BY David McWilliams on

diverging-paths-e1403623821353Summary

  • The Robert Frost macro outlook
  • United Kingdom: GBP strength to trump political risk?
  • United States: Investors remain nervous on US earnings

Good morning,

The current macroeconomic outlook for advanced economies is sounding more and more like that classic Continue Reading →

10

FEB

Greece stalls the DAX rally.

Posted by:  |  Time: 7:41 am  |  Topic:  |  Comments: 9
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Commentary:

Monday was dominated by weak sentiment from Greece and a bit from lower growth claims in China. The DAX opened and fell for 150 points. Not good for the fade trade. We are torn between QE and Greece. We have to assess the mood each day as any headline Continue Reading →