Thursday, 13 August 2015

Financial Orbit wrap 13/08/15

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. Death cross – bit of a big yawn overall?!

2. Want an indicator of potential emerging market relative demand?  Then take a look at Nestle's numbers from earlier today.  

This link has three European names (including Nestle) which have indicated better-than-average conditions in the emerging markets.  Of course currently such general exposures are rather out-of-favour at the moment...

3. Talking about relative economic momentum this struck me as a better indicator into the US economy than the much more heralded retail sales that came out today.  An interest rate rise soon?  Hmm.  

4. I was impressed by the operational and balance sheet numbers from the world's largest container shipping company AP Moeller-Maersk (link here). 

5. Lenovo shares (link here) have dumped recently...but just maybe it is an interesting moment despite smartphone and PC volatility.  

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