Monday, 12 October 2015

Financial Orbit wrap 12/10/15

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 – Shanghai Comp continues to extend gains following the comments from PBoC Deputy Governor Yi that stock market fluctuations are over and stimulus hopes (link here).  Best levels as I write on the Shanghai bourse since mid-August...



All of the above is probably been additionally helped by the reality that Chinese golden week look strong versus hopes – some amazing stats in this piece


2. Big earnings season week...'prices' still ahead of 'earnings'


No doubt lots of strong US dollar comments which is having an impact as shown below.  Still makes sense to me for the US dollar to fade a little from here which helps reduce some of the imbalances in the global economy in my view.  


And lots of US dollar mentions comments generally.  The pain is rising...

(h/t @E_Lefeuvre)

3. I tweeted out...

in the UK the FTSE-100 has had its first loss in nine sessions

And I also see that: 

Dow advances for 7th session, longest win streak since December


4. I tweeted out...

Looking at where shares are trading 50:50 if works "AB InBev's revised offer for SAB: the details "

5. I tweeted out...

outlook statement 'continues to deliver strong growth in Europe & US, and is seeing an acceleration in Japan'. And what about ?

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