Tuesday, 29 September 2015

Financial Orbit wrap #1 (economics) 29/09/15

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...

Two wraps today...the first reflecting some more economic centred analysis and the second more markets centred.  First economics...

1. IMF and debt in the emerging markets - yes, it is rising...


...and proportionately the most in China.  

2. China debt - some context following on from the above.  Yes on average Chinese corporates do have a lot of debt.  Hmm!  

 3. The IMF and FX rates - not too controversial that this research shows that a lower exchange rates leads to a boost in exports...


...but as noted many times here on Financial Orbit the far more interesting aspect is the implied currency war element due to the differentials in FX movement around the world...



 4. More from the Duke's School of Business report.  Big shift down in CFO views on earnings growth and capital spending...  Employment is also not looking too healthy...


5. Europe - kind of interesting headline for European economic data noted by @fwred:

EZ consumer confidence: - future financial conditions highest since Q2 2007 - major purchases highest since Q1 2008

No comments:

Post a Comment