IIFT Daily Note with Peter Brown

Archive for February 12th, 2015

12

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David’s Daily Note – David vs Goliath

Posted by:  |  Time: 11:37 am  |  Topic:
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David vs Goliath

BY David McWilliams on

david-goliath-carousel1Summary

Ukraine deal a possible game changer
No deal with Greece …yet
United States: Some thoughts on US equities
United States: FOMC Bullard not at the races

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Good morning,

If the peace in Ukraine holds, it Continue Reading →

12

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David’s Daily Note – The Pirate of the Caribbean – me!

Posted by:  |  Time: 10:53 am  |  Topic:
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The Pirate of the Caribbean – me!

BY David McWilliams on

caribbean carnivalSummary

  • Just back from the Caribbean, will update you!
  • EU and Greece in very adolescent standoff
  • Eurozone: “The Greeks are digging their own graves.”
  • United States: Small business optimism falls back
  • United Kingdom: Data holds Continue Reading →

12

FEB

No deal for Greece yet.

Posted by:  |  Time: 7:40 am  |  Topic:  |  Comments: 9
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Commentary:

No solution for Greece but a cease fire on the cards for Ukraine (maybe). This should keep the market range bound. There is some possibility of a meeting in Europe today but it looks like the Greek situation is set to run for a while. Certainly there seems to Continue Reading →