Saturday, 31 October 2015

Financial Orbit wrap 31/10/15

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. I wrote up a number of European earnings including RBS, BG Group and this from Anheuser-Busch InBev (link here).

 That smells like branded centred pricing power to me...

2. Meanwhile in US earnings I updated some thoughts on Chevron, Exxon Mobil and Moody's (link here). On the former I made the following observation:

'One of the more interesting charts in their presentation deck was this growth profile chart.  At the moment - in an epoch of falling capex and oil price concerns - little attention is paid to growth but like it or not depletion occurs and it was actually quite pleasant to see this sort of chart'

3. In this week's Financial Orbit Speaks global investment enhanced podcast, Chris Bailey the Founder of Financial Orbit discusses the strong October performance in financial markets, the challenges to Federal Reserve policy, why China is making correct policy changes, a full update on the quarterly corporate earnings round and presents a chart that perfectly explains the investment

You can access the enhanced podcast by clicking at the tab above or here.

4. A couple of tweets...

The best letter in today's . Very true.

5. And a fascinating interview from Mr Draghi

Fascinating interview with 'Super Mario' who just about to celebrate 4 yrs as ECB President
(link here

“If we are convinced that our medium-term inflation target is at risk, we will take the necessary actions,” he said in an interview with Italy’s Il Sole 24 Ore published on Saturday. “We will see whether a further stimulus is necessary,” Draghi said, adding that it was “too early” to pass judgment on lowering the deposit rate further below zero

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