Wednesday, 16 September 2015

Financial Orbit wrap 16/09/15

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. Federal Reserve meeting starts – interesting stat for a supposedly quiet week until the decision period from Predicted Markets: ‘The 167 point (1.0%) net rally seen in the Dow over Monday and Tuesday marks the strongest start to a week for 9 weeks’. 

Maybe it is because 'traders' are now...net short S&P 500 futures apparently...


(h/t @ldaalder)

2. More on the Fed

Fourteen of the 30 economists surveyed by the Financial Times expect the US central bank will lift rates for the first time since the financial crisis when it concludes its two-day policy setting meeting although as this article highlights the current market implied rise proportion just 28%.  Super link on all related matters here.  



3. Musing on Glencore...I dedicate my latest ShareProphets column to the mining giant and some implications from their announced (and completed) equity issuance. 

4. Deals...

I try and answer the question: What Altria shareholders should be thinking about the potential bid for SABMiller?  Link here.  

5. Meanwhile here I muse on 'Big levels in logistics firms: FedEx / UPS' following the former's Q1 challenge.  

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