The new Financial Orbit Highlights is out!

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

‘A busy start to December’

A lot stood out for me during the last week: the rampant Chinese market, the plummeting Japanese yen, the farce of the latest ECB monthly conference and the US economy still creating jobs.  December a quiet month?  Forget it…

So what have been my highlights of the last week?

• China sees red leading to crazy market volumes;
• Asia really does save (and the emerging markets are cheap);
• US: creating jobs but a stock market valuation bubble too;
• Europe cuts growth and inflation hopes…but at least it is not Russia;
• The UK Autumn Statement is suitably mixed;
• There’s no (seasonal) need to be depressed at all!

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