Monday, 11 May 2015

Financial Orbit wrap 11-05-15

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. Following the interest rate cut in China @RealPhatDragon noted 'Another 50bps in cuts needed to get real rates below long run average: minimum objective for PBOC given macro setting'
And a 'good' reaction by the stock market too...

2. Staying in Asia, Japan upping the ante (growing desperation in my view...)


3. I publish my personal portfolio performance for April here.  

4. The Greece situation rumbles on after another Brussels meeting...

Greek FinMin Varoufakis: Greece prepared to make more compromises, but any deal must end debt-deflation spiral

5. ...even so Europe leads the economic surprise league table. Not sure for how long though...



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