Friday, 29 May 2015

Financial Orbit wrap 29/05/15

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. Japan – mixed but very poor consumption data a standout.  In my opinion forget the zero inflation rate or low 3.3% unemployment rate, this is the really important data point.  Countries that don't have domestic consumption don't tend to grow...even if the yen decline means the local stock market is up for the 11th successive day in a row.


2. European earnings – new Stoxx600 numbers out overnight. 8.6% now expected for FY15 an improvement on the mid 7%+ number last week.  And the reason?  Sharp increase in financials sector hopes, energy +ve momentum too.  Get stock picking...


3. After looking through the top tenth of the amazing BrandZ top 100 brands in the world analysis (link here) in this part of the analysis I took a look at the brands ranked 11-25 here:


4. So many interesting macro insights today with poor GDP numbers...


...and shabby S&P 500 earnings.  

Meanwhile in Greece deposits are falling...


...and dire growth:
 5. And finally...have a good weekend.

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