Thursday, 23 April 2015

Some interesting charts today

A few interesting charts today...and why they may signal some changes in current trends.

This 'cov lite' statistic is going to smash the FY14 level by the end of the year.  When risk aversion kicks in then it is really going to ripple through the fixed income markets...


I still wonder whether a general change is going to be via the US dollar and a realisation that if the currency keeps on going up then deflation is going to be entrenched...and that is in no-one's interest...


...and I wonder too if that will stop the 'Europe is cheap' flow rally into Europe as we all know the European markets do not like a stronger euro. 


Consumer spending under threat? Probably not yet but interesting to see the first diesel price rise in the US for a while: 


We are right in the middle of earnings season and this chart wonderfully shows that the main industry thrust of a company may not be the only source of their revenues/profits.  Interestingly, of course, General Electric have announced recently the material contraction of their finance division...


And finally, everyone it seems loves Apple (and General Electric, Microsoft, Facebook, Intel and Bank of America) at least for their first trade...



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