IIFT Daily Note with Peter Brown

Archive for March 27th, 2015

27

MAR

David’s Daily Note

Posted by:  |  Time: 11:15 am  |  Topic:
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Daily Note- Time to reassess?

BY on

images-2Summary:

Deflation everywhere, more Japanese QE on the way

S&P 500 drops without a move higher in rates

United States: Employment growing still

United Kingdom: Conservatives smiling

Eurozone: Bank lending picks up

 

Good morning,

It’s Friday and people Continue Reading →

27

MAR

US GDP the main event today.

Posted by:  |  Time: 7:41 am  |  Topic:  |  Comments: 4
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Commentary:

We have a lot of volatility and negativity in these markets. A slower US economy, Greece and Yemen dominate. In reality I think we are just in a profit taking phase. If we look back at the stunning stock market rally from 2009 it is dotted with these 5/7% Continue Reading →