IIFT Daily Note with Peter Brown

Recent IIFT News About ‘Trading Views’


GDP keeps it interesting today.

Posted by:  |  Time: 7:41 am  |  Topic:
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A IIFT 2

Good Morning

Mario Draghi was very dovish yesterday which I have to say was a surprise. I think the market was expecting a bit about tapering and a change to the QE times of recent years. We were not expecting anything dramatic but just a hint. Instead we got a Continue Reading →

All about Draghi today.

Posted by:  |  Time: 7:29 am  |  Topic:
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A IIFT 2

Good Morning

It was all about Trump yesterday and to be honest despite tax details, trade details and profit repatriation we are more or less where we started. That is going to keep the market on a slightly upward tack without any serious volatility and that is good for us. Continue Reading →

Trump the big event today.

Posted by:  |  Time: 7:23 am  |  Topic:
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IIFT 2

Good Morning

These markets look great. Indices are on a power run and the Dollar and the Euro are both rising. Stocks are surging on the anticipation that Trump will announce substantial tax cutting plans today. Whether they are realistic or not seems not to matter, in this low interest Continue Reading →

Europe the big winner

Posted by:  |  Time: 7:25 am  |  Topic:  |  Comments: 4
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A IIFT 2

Good Morning

It was a better day for Europe than the US as the DAX hit an all-time high above 12,400. The French election, bar a major shock seems done and dusted and the European markets surged. Later this week we have the Trump Tax plans and Draghi on Thursday, Continue Reading →

French breath a sigh of relief.

Posted by:  |  Time: 7:35 am  |  Topic:
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A IIFT 2

Good Morning

It is all about the French election and the reaction to the result has been stunning. It is now expected that Macron, the independent will win comfortably on the 7th May and the market has breathed a huge sigh of relief. The moves are bigger than I Continue Reading →

France dominates

Posted by:  |  Time: 7:29 am  |  Topic:
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A IIFT 2

Good Morning

There was a good bounce in the market yesterday after an initial sell-off. Good fade trade off support. The Euro got a bit if a hit and as we get close to the French election first round on the weekend I have taken a short position, details below. Continue Reading →

Quiet session in store – one for the jobbers maybe.

Posted by:  |  Time: 7:28 am  |  Topic:
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A IIFT 2

Good Morning

There is a negative tone around and I suppose that is a lack of direction from Trump and election fatigue in Europe. The big mover yesterday was oil down $2. That is on the back of global growth fears. I think we are in limbo presently and the Continue Reading →

UK snap election.

Posted by:  |  Time: 7:09 am  |  Topic:
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IIFT 2

Good Morning

Well that caught everyone by surprise and caused a bit of volatility. The index markets were having a bad day anyhow on general sentiment but the UK election added fuel to the fire. GBP soared and took the Euro with it on the back of hopes of a Continue Reading →

Korea and France are the stories.

Posted by:  |  Time: 7:31 am  |  Topic:
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A IIFT 2

Good Morning

Despite all that is going on the DAX is only 250 points off its all-time high. French elections and Korea are the big stories but so far they are not causing this market serious concern. The dollar is the main loser and that has to do with the Continue Reading →

Trump moving markets again, is he a Trader?

Posted by:  |  Time: 7:33 am  |  Topic:
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A IIFT 2

Good Morning

You cannot keep Trump off this blog. Last night he stated he would like a lower dollar and low interest rates! That is stunning because we were expecting spending and tax cuts which would mean higher rates and a higher dollar. Is this a big u turn or Continue Reading →

Tensions in the East dominate for now.

Posted by:  |  Time: 7:34 am  |  Topic:
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A IIFT 2

Good Morning

A very interesting day yesterday mainly on FX and gold. The JPY was the winner currency wise, and that is mainly due to safe haven buying on the Korean issue. The dollar is weaker and that exaggerated the move and allowed gold to burst higher.

As Brexit and Continue Reading →

Easter Hunt

Posted by:  |  Time: 7:46 am  |  Topic:
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A IIFT 2

Good Morning

Niall here, filling in for Peter for the morning.

Currently in the hunt for some good trading opportunities but this run into the Easter is not providing us with much in terms of well defined direction and value.

The cheap options are weak so prefer not to buy Continue Reading →

Very steady.

Posted by:  |  Time: 7:33 am  |  Topic:
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A IIFT 2

Good Morning

The NFP data on Friday was a big miss to the downside yet the market reaction was muted. Not the same impact the data use to have and that is because the market has moved on to looking elsewhere for signals. Trump policies, growth data and the bond Continue Reading →

A decisive move by Trump

Posted by:  |  Time: 7:39 am  |  Topic:  |  Comments: 2
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A IIFT 2

Good Morning

The big news overnight is the US bombing of Syrian military targets near Homs airport. This is a serious action and shows Trump to be strong and decisive. Remember this is an action Obama backed away from and let Russia take the upper hand in the region. With Continue Reading →

FED minutes the catalyst

Posted by:  |  Time: 7:28 am  |  Topic:
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A IIFT 2

Good Morning

Yesterday was about the Fed minutes at 7 pm. They have pumped 4.5 trn into the market in the last 7 years or so, buying bonds and mortgage backed securities. Yesterday they hinted that they will start to unwind that market support later in the year. No big Continue Reading →

Market looks good

Posted by:  |  Time: 7:28 am  |  Topic:
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test2

Good Morning

It was a good up day yesterday on low volume. We are heading into a period of big data with the Fed minutes tonight and the NFP on Friday. We also have Trump meeting with the Chinese leader and that should be a worthwhile watch. Will they get Continue Reading →

Down days and up days.

Posted by:  |  Time: 7:24 am  |  Topic:
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A IIFT 2

Good Morning

The market had a down day yesterday for stocks and the dollar. No special reason just market volatility. We may set into a pattern similar to this without any clear direction for quite a while. Excuses for yesterday’s moves were China-US trade but in reality there is likely Continue Reading →

A steady start to the week

Posted by:  |  Time: 6:33 am  |  Topic:
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A IIFT 2

Good Morning

The market looks set to open solid after all the Brexit hype last week. So far it is having little effect on the markets but we need to keep a close eye on how these initial talks get off the ground. Once we start the market will loose Continue Reading →

Quarter end so expect the market to finish early.

Posted by:  |  Time: 7:37 am  |  Topic:
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A IIFT 2

Good Morning

US GDP data and a few FED speakers talked up the dollar yesterday. The stock markets were mixed, a bit to do with quarter end most likely.

All in all the markets look very stable and the new quarter should bring gains to stocks and the dollar. Today Continue Reading →

Growth data in the US today.

Posted by:  |  Time: 7:35 am  |  Topic:
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IIFT 2

Good Morning

Brexit is now underway and we will have to live with it for years. It is more of a media story than a market story to start to be honest. The important month for us will be May when they row about the divorce bill. That has Continue Reading →