Monday, 1 June 2015

Financial Orbit wrap 01/06/15

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. Greece – countdown to Friday’s first IMF repayment.  Greek PM making comments in Le Monde: ‘the lack of an agreement so far is not due to the supposed intransigent…Greek stance…it is due to the insistence of certain institutional actors on submitting absurd proposals and displaying a total indifference to the recent democratic choice of the Greek people’.  Ouch!



2. A fascinating unprofitable IPO chart.  Not the greatest signal!


3. Lots of manufacturing PMI numbers out.  China's were dull but raised the hope of interest rate cuts but in Europe it was Germany that was dull...


...whilst in America the blame for a patchy underlying number was put on the strong US dollar. 

4. So the global manufacturing commentary looked positive but take a look at how little the overall metric is above the neutral 50 zone...

5. In part 3 of my brand analysis I take a look at numbers 25-55 in the GlobalZ brand survey.  Read here to find out which names filtered well on this analysis...


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