Friday, 28 August 2015

Financial Orbit wrap 28/08/15

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. I have been perceiving value due to the dividend yield signals for a while: mega oil rally on Thursday...and continuing today with oil futures up 5-6% depending on how you measure it.  Bit of rotation...


nb liked this via @RANsquawk
crude Oct'15 futures are now up over 19% since the close on

2. Ah...Jackson Hole key highlights (via here).  Am sure that Fischer's comments are going to be the most followed meanwhile that his off-the-cuff comments today are kind of interesting...

Fed's Fischer: Fed doesn't intend rapid rate increases, hike trajectory will be gradual we assume

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

3. Really impressed by the Smith & Wesson numbers (link here) - shares at an eight year high!

4. I muse about the failed Monsanto bid for Syngenta and basically work out what to do with the latter (link here). 


5. And finally...will be keeping a close eye on the Saturday Jackson Hole output and issuing this week's Financial Orbit Speaks enhanced podcast on Saturday evening.  In the meantime have a good weekend.  

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