Saturday, 18 July 2015

Financial Orbit wrap 17/07/15

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 - IMF's Lagarde: Greek parliament approval of deal is encouraging; Greek ownership of reforms will be gradual. Grexit off the table. Meanwhile, chat that Greek PM Tsipras To Fire Several Ministers, New Elections Planned (Bild, Bloomberg).  Banks to open on Monday?

Meanwhile I read on Fast FT that: 

The head of the International Monetary Fund said eurozone creditors' plan for Greece is "categorically" not viable without a reduction in debt.

2. A Swedish numbers frenzy includes some observations on Ericsson (plus Electrolux and Volvo).  Link here.

3. I dedicate my latest Yahoo Finance Contributors column to Google and a great set of Q2 numbers (and super cash flow). 

4. I also review a solid set of numbers from General Electric (link here)

5. The latest Financial Orbit Speaks is out:

Financial Orbit Speaks is a regular macroeconomic and stock specific enhanced podcast by Chris Bailey, Founder and Chief Investment Officer of Financial Orbit Limited.

In this edition thoughts on the deal the Greek Parliament voted through, issues underlying headline Chinese data, challenges in the US, a surprising lack of signalling from gold/the VIX, even more on Q2 earnings plus...the use of maths in academic papers.  

You can listen/watch the latest "Financial Orbit Speaks" by clicking the tab above or alternatively here directly on YouTube.

And finally...have a good weekend! 

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