Wednesday, 11 March 2015

Financial Orbit wrap 11/03/15

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...

A busy day today even though not much posting on Financialorbit.com. Look out for much more unique and new content tomorrow (Thursday).

1. Euro – I really liked this chart...but how quickly it dates!


Thoughts? Europe needs so much more than just the prop of a weak euro...

2. So can the euro go much weaker?  Of course: theoretically way beyond parity but note this.  Such weakness only happens in extreme times for the market in my view. Historically like 2000-02.  Do you fancy returning to that type of market?  I thought not...



3. Bitcoin use very China centred – what a chart from today's Fast FT.  Still a bit undecided about bitcoin to be honest.  I like the concept and what it stands for.  Kind of interesting that China is the one running with it...


4. Companies provide much underappreciated macro insights.  This chart from Adecco says so much about structural opportunity in the global markets (although the UK looks a little anomalous in it): 


5. Finally...back to the euro.  And then add in the 14% FX decline of euro/dollar YTD I guess...


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