Friday, 3 April 2015

Financial Orbit wrap 03/04/15

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. As per its services/composite PMI number Japan it is slip-sliding away a little...

 ...although I note that @RANsquawk is noting today that.  Will need to follow that up...

2014 YEAR END BONUS UP 1.9% Y/Y FIRST RISE IN 6 YEARS AND LARGEST GAIN SINCE 2004!!!!!!  

2.  I review recent results at Monsanto...and conclude that investors should just be patient.


3. I also review Mattel and EMC and conclude that both are potentially interesting stocks for after the Easter break... (link here and here). 

4. Non-farm payroll numbers were...disappointing: 


Lowest job creation for over a year...


...and a lack of wage growth (still).  I still regard this latter statistic as being by far and away the most important given the importance of consumption for GDP growth: 


5. And finally have a good (Easter) weekend...just don't buy too many coffees or lunches...


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