Tuesday, 9 June 2015

Financial Orbit wrap 09/06/15

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. Excellent from @Linzcom on the crazy Sydney property market...


2. ...and following my Visa piece last week (link here) I was not surprised to see this thematic positive.  Just awaiting the opportunity...


3. I spend a good part of the morning listening to the HSBC strategy update which I write up here.  Of course all the headlines will be about the job cuts...


4. Always interesting comments from global advertising giant WPP at their AGM statement about the world economy:

the pattern for 2015 looks very similar to 2014, but with no maxi- or mini-quadrennial events like the Olympics, FIFA World Cup or United States Presidential Election (as there will be in 2016) to boost marketing investments. Forecasts of worldwide real GDP growth still hover around 3.0 to 3.5%, with inflation of 2.0% giving nominal GDP growth of around 5.0 to 5.5% for 2015, although they have been reduced recently and may be reduced further in due course...

5. Great chart from Bespoke on what is driving the US market...as the US index edges up after three days of falls...

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