Tuesday, 3 February 2015

Financial Orbit wrap 03/02/15

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. Bullish sentiment falls lowest since September as per this report...and then the US market has a big day...sentiment is a funny and contrarian thing.

      

j     2. Inspired by the frenzy of earnings season my latest Yahoo Finance Contributors article looks at how you can make the earnings season work for you.  Link here.  


      3. Talking about the frenzy of earnings season...I spent a lot of time on conference calls today with both BP and BG in the UK talking about significant capex cuts (and internationally Gazprom and CNOOC too)...


.      4. ...whilst Santander showed the very clear dichotomy in a global banks non performing loans:

       5. Finally I wrote up Agco which pleasingly bounced strongly despite still extremely mixed sales statistics for its range of agricultural and related machinery.  



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