Monday, 30 March 2015

Financial Orbit wrap 30/03/15

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. April is going to be a big month for Greece.  I enjoyed this via the letters page of today's Financial Times

Should it be Grexodus not Grexit?  

2. Debt of course is generally going up...but it may surprise you where it has seen the greatest increase versus GDP over the last seven or so years: 

3. I write my inaugural article for on the subject of Carnival (link here).  

4. The London listed but Russian focused gold stock Polymetal published its set of full year results.  They were an interesting read in themselves...but the presentation charts highlighted some clear trends within the larger cap gold sector (link here).  

5. A couple of interesting US economic indicators...perhaps no surprises that oil production in the US in 2014 was the highest proportional growth for 100 years...

...but the switch around in the short-term prospects for the energy markets has really hampered the progress of the Texas manufacturing outlook survey:

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