Saturday, 2 May 2015

Financial Orbit wrap 01/05/15

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...

Final travel edition...

1. So April finishes...with lots of volatility in markets as this summary monthly (and YTD) performance graphic in US dollar terms via Bespoke shows:


2. After the recent poor Q1 US GDP print I see Q2 numbers are now starting to be cut back.  Surely cannot be blamed on the weather?!



...but, but maybe wage progression offers a glimmer of hope:


3. And still US earnings are weak.  That's a new low for FY15e on the Thomson Reuters data at 1.2%...



 4. Russia and inflation...and in a way which hurts the average household:



5. And finally...my day 1 write-up of the Strategic Investment Conference 2015 (SIC15) can be found here.  Day 2 will follow tomorrow.  Have a great weekend. 

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