Tuesday, 17 March 2015

Financial Orbit wrap 17/03/15

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...

1. If you exchange rate adjust some of the recent romp in European equities it does not look so good...


(h/t @MktOutperform)

2. I talk a look at BHP Billiton's spin-off announcement and conclude it is good news for the share...


3. The US dollar remains the clear in favour play...but you cannot say the same about US equities as per the Bank of America Merrill Lynch Fund Manager Survey:


4. Antofagasta produced a couple of charts which showed the main positives for their main commodity copper as China...

...and a lack of medium-term supply: 


5. "A 17 per cent plunge in the pace of US homebuilding in February was far steeper than forecast even accounting for the cold winter weather during the month"

The US economic surprise index remains very poor...


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