Saturday, 24 October 2015

Financial Orbit wrap 23&24/10/15

Five sentences or graphics which sum up the Financial Orbit output over the last 24 48 hours across the website, twitter account and anything else thought about...

1. In the QE ready-reckoner it suggests we are deep in the 'talk incessantly' mode and with the S&P500 closing on Friday at 2075 not far from 'rate hike'...

 

(h/t @sobata416)

2. In China it is all about services, services, services…



3. The latest Financial Orbit Speaks is out: 

Published on 23rd October 2015 - link here
A special Financial Orbit Speaks this week as I provide commentary to the presentation slides I gave at the London Investor Show on the subject of 'Five Global Investment Themes for 2016'.


4. I thought this was interesting from an interview with Ben Bernanke in today's Financial Times:


Something for all investors to remember I would suggest. 


5. The realities of Japanese corporate governance reform?


(h/t @modestproposal1)

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