Thursday, 27 August 2015

Financial Orbit wrap 27/08/15

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...

A day of travelling today so some brief thoughts...

1. Why China matters...(via the front page of today's Financial Times):


2. I have been perceiving value due to the dividend yield signals for a while: mega oil rally


3. Hang on...didn't US Q2 GDP second estimate look rather good?

US GDP Annualized (QoQ) Q2 S: 3.70% (est 3.20%; prev 2.30%)


Bit of life in the US consumer...although note did follow a bad Q1 hence really need at least another quarter to confirm...and patchy macro tells you that it is not a slamdunk.  

4. Was surprised to see Pernod Ricard shares marked down on their results report as I thought their Asian consumer readacross was solid:

5. Ah...Jackson Hole key highlights (via here):

Friday
  • 1130 GMT - Fed's Bullard speaks to Bloomberg
  • 1315 GMT - Fed's Kocherlakota and Mester speak to Bloomberg
  • 1625 GMT - SNB President Jordan on a panel
  • 1815 GMT - Fed's Lockhart speaks with Bloomberg
Saturday
  • 0225 GMT - BOE Governor Mark Carney speaks
  • 1625 GMT - Fed vice chair Fischer speaks on inflation
  • 1625 GMT - ECB's Constancio speaks


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