Tuesday, 10 November 2015

Financial Orbit wrap 10/11/15

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. More on global liquidity – got to keep watching this.  The Fed should be citing global issues/hindrances...

 

(h/t @eurofaultlines)

...especially given this great take on US wages: was the increase last Friday as great as you think?  And hence is the rationale for a rate increase as strong as perceived?

 

(h/t @sobata416)


2. My latest ShareProphets column talked about potential opportunities in UK banks (link here).

3. Vodafone numbers were well-received but as I noted on Twitter:

Pacing through presentation deck. Bit of progress across most geographies...but years of no ebitda growth


4. In interesting US numbers today I noted on Markit (on which I am still struggling to make the numbers work): 

numbers solid in info, strong in solutions but processing not so hot.

5. I really liked this (link here): 

39% Of Stocks Have A Negative Lifetime Total Return

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