Never Mind the Data, C.Bank Liquidity Rules
Chris Weston, Chief Market Strategist, IG
15-Apr-15 11:59
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Chris Weston, Chief Market Strategist, IG in Melbourne, discusses:
US Economic Data
> Views on moderate retail sales data and the latest Producer Price Index (PPI) readings
> Views on the USDEUR cross rates
US Q1 Earnings Season
> Impressions so far: JPMorgan, Wells Fargo, J&J -- in terms of the US recovery
> Challenges of a strong USD
> Outlook for more share buybacks, dividends this year
> Implications for macro economy, given the presumed cut in business investment as an assumed opportunity cost of spending on dividends and buybacks
Fed Policy - Central Banks
> Doomsayers' warning of an inevitable crash
> Triggers for the looming fallout, including geopolitical issues, a collapse in commodity prices or rapid interest rate hikes by the Fed
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