Thursday, 24 September 2015

Financial Orbit wrap 24/09/15

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. Fascinating on globalisation...which has been a clear trend

...and potentially changes in world trade growth trends.  

The scope for these two above charts to be linked are pretty clear. 

2. I wonder if Scholastic is a value stock after their Q1 numbers today (link here).  

3. Caterpillar gave a downbeat view as evidenced by this:

'This year is the company’s third consecutive down year for sales and revenues, and 2016 would mark the first time in Caterpillar’s 90-year history that sales and revenues have decreased four years in a row'

A multi-year low for the stock today:

4. I remain a fan of gold and liked this chart from @MarkNewtonCMT stripping out the dollar effect from the price.  Looks potentially primed...

5. Meanwhile in European corporates a day of rumour and counter-rumour in the autos sector.  Maybe BMW are going to be a little embarrassed by this...

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