The new edition of Financial Orbit Highlights is out

Please find a link to the latest edition of Financial Orbit Highlights here

‘Imbalances but opportunities’

A month ago global equity markets were in a state of complete panic.  Four weeks later markets are substantially up, sentiment has hugely recovered and investors are generally looking forward again to 2015…especially in the US.  Despite the market recovery of recent weeks the world remains clearly imbalanced.  That’s not to say there are now things to be doing and the technology, food retail and gold sectors were of particular interest to me this week.  More information, as always, on www.financialorbit.com.

So what have been my highlights of the last week?
 

• The US: record highs, record recent positive sentiment, record inequality;
• Get your magnifying glass out: UK real wage growth!;
• Europe: Greece grows more than Germany;
• China slows, Japan doesn’t want to raise taxes and the most insightful photo in Asia;
• Technology offers opportunities;
• Food retailers and gold are coming back in from the gold

Feel free to contact me on any aspect of the above…or anything else in fact.

Chris Bailey                                                                                 
Founder, Financial Orbit
Email: chris.bailey@financialorbit.com
Web: www.financialorbit.com
Twitter: @financial_orbit