Thursday, 28 May 2015

A few quick macro, thematic and related financial market charts

Just time for a few charts this morning...

A couple on Japan via Fast FT who note a long winning streak for the local stock market as the yen falls to its lowest level since 2002.


As for retail sales in Japan were they good or not?  Off the basis of an easy comparison I am thinking not so good despite the headline 'big number'.  A sliding yen says it all to me still about Japan.  140 against the US dollar here we come...


Meanwhile the Shanghai Composite falls for the first time in 8 days undoubtedly not helped by tighter broker margin requirements. What goes up quickly...

Goodness, these Australian capex numbers are not hot at all...


Finally a couple of structural growth charts.  If we did not know it already the future is mobile...


...and disruption is rising/quicker.  





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