IIFT Daily Note with Peter Brown & David McWilliams

David’s Daily Note

Posted by:  |  Time: 10:26 am  |  Topic:
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Daily Note – Reversal of Fortune

oil-well-art-d0e8499fbec07478

Summary

Where’s the Phillips Curve?

Deflation what deflation?

United States: Better data ahead of key employment report tomorrow

Eurozone: Who will sell to the ECB?

Good morning,

It is extraordinary how the weather in this country changes. The Continue Reading →

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Technicality Difficulties?

Posted by:  |  Time: 6:57 am  |  Topic:  |  Comments: 5
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Good Morning All.

 

I hope this finds you well this morning.

As Peter lies on a sunny beach today we will no doubt be dealing with some more stormy conditions in the markets.

Where does our focus turn today? Russia? Syria? Iran? Iraq? North West Africa?…. surprise surprise the Continue Reading →

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David’s Daily Note – A New Dawn Rises

Posted by:  |  Time: 3:39 pm  |  Topic:
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Daily Note – A New Dawn Rises

Killiney_0112Summary

Australia: Cracks appearing

United States: Better housing data suggest an opportunity

Eurozone: PMI data suggests some upside potential

United Kingdom: Retail Sales boom in December

Good morning,

You will know that I am an Continue Reading →

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Call of Cruelty – Modern Warfare

Posted by:  |  Time: 6:59 am  |  Topic:  |  Comments: 30
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Niall’s Commentary (Peter Holidays):

Good Morning All,

This morning some of us may be licking a couple of wounds from yesterday. Where technology is our friend in Modern Trading, yesterday, some of us found it let us down. For many, orders were not triggered at the levels stated due to Continue Reading →

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David’s Daily Note – The Politics of Oil

Posted by:  |  Time: 10:56 am  |  Topic:
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Daily Note – The Politics of Oil

Netanyahu

Summary

Netanyahu and oil prices.
Greek situation rumbles on
United States: Personal Spending falls
United Kingdom: Manufacturing accelerates
Eurozone: Better manufacturing sentiment

 

 

Good morning,

In the mid-1990s I spent a lot of time Continue Reading →

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Early bird catches half a worm

Posted by:  |  Time: 6:59 am  |  Topic:  |  Comments: 20
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Niall’s Commentary (Peter Holidays):

Good Morning All,

No major surprises yesterday with Markets punching new highs and Euro dropping after an expected bounce. Levels for the most part held quite well and the main head-scratches coming from the delayed bounce in the Dax asthe US markets soared and some extra volatility coming into commodities. Continue Reading →

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David’s Daily Note – Time to buy Russia?

Posted by:  |  Time: 11:28 am  |  Topic:
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Daily Note – Time to buy Russia?

Red Square

Summary: 

Russia: Time to fill your boots?

Eurozone: Picking up even before QE

United States: Data a little better than expected

The Week Ahead: Key US data this week

 

Good morning,

Is it time Continue Reading →

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28 Days Later

Posted by:  |  Time: 6:56 am  |  Topic:
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Commentary:

Good Morning All,

Normally when Peter takes his holidays Markets across the World have a tendency to collapse up to 1000 pts, I have my doubts that the world has Peter’s Holidays penciled in this week but if a Tsunami of selling starts to form across the other side of the Continue Reading →

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David’s Daily Note

Posted by:  |  Time: 12:27 pm  |  Topic:
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Looking for price rises?

binocularsSummary

Still looking for higher bond yields
Could the EU imporove?
United States: Core inflation moves higher
Eurozone: Bank lending mixed!

Good morning,

Had a busy day yesterday here in Dublin appearing as a witness to help our Continue Reading →

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Steady market

Posted by:  |  Time: 7:49 am  |  Topic:
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Commentary:

Taking a break next week so you will be in the capable hands of Niall for the next 5 days. Not a lot to say today, the figures from the US yesterday were mixed but the market choose to focus on wage growth and this drove the dollar Continue Reading →

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David’s Daily Note

Posted by:  |  Time: 1:03 pm  |  Topic:
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Defiant Greenback Bulls

111221-Wall-Street-Bull1Summary

USD to climb higher and higher
United States: New Home Sales better than expected
Turkey: Erdogan takes on Central Bank …again!

Good morning,

Given the USD’s surge over the past 6 months, many have questioned how much Continue Reading →

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All quiet and stable.

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

Writing the blog from Tralee. We are doing our countrywide seminars and having a lot of fun. The market yesterday was very quiet as expected. A bit of a foot on the ball after the last week or so.

Today we have two straddle trade possibilities, US and CAD Continue Reading →

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David’s Daily Note – Taking a step back

Posted by:  |  Time: 12:03 pm  |  Topic:
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Taking a step back

pierre luiginiSummary

FIFA in hot water in Qatar!
Tactically cautious on EZ risk assets
United States: Yellen keeps her options open
United States: House prices accelerate in December
China: Manufacturing PMI moves back into expansion

 

 

Good morning, Continue Reading →

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Janet Yellen is a dove

Posted by:  |  Time: 7:28 am  |  Topic:
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Commentary:

Fantastic rally spurred by the Greek deal and Janet Yellen. Is there anything to hold this rally back , as I said I think the first DAX move to 11,800 area will happen quite fast and we hit 11,200 yesterday. We won’t go up in a straight line but Continue Reading →

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David’s Daily Note

Posted by:  |  Time: 11:55 am  |  Topic:
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Echoes of 1998?

Armed men drive an airborne combat vehicle with a Russian flag seen on the top outside Kramatorsk

Summary

Ukraine still on the brink
United States: All eyes on Janet
United States: Existing home sales slow
United Kingdom: Growth picking up
Eurozone: German confidence higher

 

 

Good morning,

It is almost a year now and the skirmish that Continue Reading →

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Greece not done yet apparently!

Posted by:  |  Time: 7:42 am  |  Topic:  |  Comments: 1
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Commentary:

Is the Greek deal done? It might not be, there is some delay and a lot of confusion. Apparently we are waiting for a document from Greece to be ratified by the Eurozone members. And some German politician says he is not signing it. Frankly the usual stuff from Continue Reading →

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David’s Daily Note

Posted by:  |  Time: 1:19 pm  |  Topic:
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The Baltic vs. The Med

Screen Shot 2015-02-23 at 11.24.01Summary
Frankfurt’s way over the top
The Greeks fold, for now!
United Kingdom: Flying it!
Eurozone: Service sector sentiment improves
The Week Ahead: All eyes on Yellen
‘‘

Good morning,

In Europe it’s a battle of the Baltic Continue Reading →

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Greek deal a short term solution.

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

Well the Greek crisis is over for now, save for a bit of detail to be tied up. The Eurozone did what it does best, kicked the can down the road, and in this case for four months. Make no mistake the Greek’s lost and this situation is coming Continue Reading →

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Possible Greek deal today.

Posted by:  |  Time: 7:32 am  |  Topic:  |  Comments: 1
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Commentary:

Yet again it is all about Greece. Eurozone finance ministers meet today and discuss the proposal on the table. German Finance Minister has already kicked it out however I expect we may get to a deal at some stage. It is the Eurozone norm to do an eleventh hour Continue Reading →

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David’s Daily Note – Is it over yet?

Posted by:  |  Time: 2:21 pm  |  Topic:
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Is it over yet?

PeekabooSummaryGreeks to go all in!
United States: Fed minutes suggest confusion
United States: Housing Data holds up
United Kingdom: Wage growth accelerates 

 

 

Good morning,

A Greek bailout extension request will be formally presented tomorrow, Continue Reading →

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