Tuesday, 8 September 2015

Financial Orbit wrap 08/09/15

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. Europe – Still some financial sector pressures. JP Morgan Expect European Banks To See EUR 137bn Impact From Capital Harmonisation.  13 banks will fall short by €26.4bn. Most banks target CET1 ratios of 10 to 15 per cent, well above regulatory minimums.  No wonder we see this:

2. Still lots of chat re Chinese reserves...and you can see why: 




3. I was very pleased to appear in this (for more see here):


4. If you want to take the flavour of the US economy...then look at what small businesses are saying.  A rather mixed message...


5. Conference season starts...and some thoughts from two consumer names I currently like Danone and Philip Morris International respectively on yogurts...


...and 'reduced risk products' in the tobacco space:




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