Friday, 17 April 2015

Financial Orbit wrap 17/04/15

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...

Actually because I was so busy with the most recent Financial Orbit Speaks (link here) I actually did not push out a wrap yesterday.  So two for the price of one today...

1. Lots of room for the yuan's role to grow although today I doubt if the country wants either to lose too much control of its money supply nor face the impact of a potentially higher currency following a move to full convertibility.


(h/t @HaidiLun)

2. Stellar results from Philip Morris International inspire me to write this.  Pricing and yield = a formidable combination to turnaround an underperforming share...


,..similarly I think Mattel (link here) is getting their act together. 


3. As mentioned above I publish the latest Financial Orbit Speaks...which includes this chart (below) which I previously had not used before:


4. Citigroup of all the major US financials impresses me the most... (link here)


5. Is it likely that bubbles are going to become more and more likely?

Amazing bubbles chart - extrapolate this a bit further and we will be close to having permanent bubble conditions! 


Funny how suddenly the euro has a bout of strength and what happens to the DAX?  Bye-bye 12,000...

Have a good weekend 

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