IIFT Daily Note with Peter Brown & David McWilliams

Recent IIFT News About ‘Trading Views’


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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

Janet is still a dove.

Posted by:  |  Time: 7:41 am  |  Topic:  |  Comments: 12
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Commentary:

The take away from the Fed minutes last night is that they will raise rates but slowly and not quick enough to upset the market. Janet is still a dove!

The Greek situation rolls on but the market is convinced that a deal will be done and is largely Continue Reading →

A Greek deal could be close.

Posted by:  |  Time: 7:42 am  |  Topic:  |  Comments: 10
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Commentary:

It is still all about Greece. I think the Greek’s will blink and sign a deal which kicks the can for six months. That looks the most likely and the market seems very relaxed about the outcome. I can certainly say there is nothing priced in for this to Continue Reading →

David’s Daily Note – Is Europe Recovering?

Posted by:  |  Time: 12:11 pm  |  Topic:
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Is Europe Recovering?

euSummary

European Data reasonably strong
More going on than just Greece
Eurozone: No progress on Greece; exit risk elevated
The Week Ahead: Fed & ECB minutes

Good morning,

The big macro story for us is QE Continue Reading →

No deal for Greece yet.

Posted by:  |  Time: 7:43 am  |  Topic:  |  Comments: 4
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Commentary:

Well the Greek situation rumbles on. The more entrenched we get the more chance of getting to a position we cannot get back from and Greece exits the Euro. We are a long way from there still and I fully expect an 11th hour fix to kick the Continue Reading →

Holiday in The US, here the focus is on Greece.

Posted by:  |  Time: 7:36 am  |  Topic:  |  Comments: 3
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Commentary:

Big event today is the meeting of the Euro Finance Ministers. Can they agree something on Greece and kick the can for a few months? Judging by the Greek posturing over the weekend a deal seems unlikely. Outside of this the market will be very quiet it is a Continue Reading →

David’s Daily Note

Posted by:  |  Time: 12:00 pm  |  Topic:  |  Comments: 1
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Germany destroys Europe, for what?

greece-flags-acropolis-1024x640Summary

Greece remains on the ropes, with no mates, except electorates!
Germany surges, France dips
United States: Retail Sales slow again
United Kingdom: Carney speaks with forked-tongue

 

Good morning,

Henry Kissinger famously said: “Who do I call if Continue Reading →

David’s Daily Note – David vs Goliath

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

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

Good morning,

If the peace in Ukraine holds, it Continue Reading →

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!

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 →