Monday, 12 January 2015

Financial Orbit wrap 12/01/15

Five sentences or graphics which sum up the Financial Orbit output over the last 24 hours across the website, twitter account and anything else thought about...

1. Fascinating compare/contrast between Japan and China on demographic factors:



2. AO World on the London market - despite a headline positive trading update - continues not to impress me (link here). 

3. The US market certainly has generally performed well against its international peers...


4. ...making the upcoming earnings season all the more critical:


...especially as this Bespoke sentiment indicator suggests growing analyst caution: 


5. It looks like a "good" start from the Alcoa numbers...many, many more to come:


(h/t @WrigleyTom)

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