Thursday, 10 September 2015

Financial Orbit wrap 10/09/15

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. Asia – general pullback of markets after big bump yesterday with Chinese consumer prices rising at their fastest pace in 13 months (higher pork/veg prices) but also Chinese producer prices deflated for a 42nd consecutive month, with the 5.9 per cent fall recorded for August the worst since 2009.  Not the easiest conditions for business...



(h/t @fion_li)

2. I spend a good chunk of the day finishing this presentation ahead of next Tuesday. If you want to see/hear me perform it attend the conference next Tuesday:


3. I write up some thoughts on PepsiCo, Mondelez and P&G from the third day of the Barclays consumer conference (link here).  

4. A couple of tweets from during the day.  First...

Good chart - in other words don't panic re the emerging markets and look for opportunities


(h/t @Callum_Thomas)

5. ...and second this one:

Unfortunately when we look for the reasons why there is low growth in the world lack of real wage across matters

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