Wednesday, 18 November 2015

Financial Orbit wrap 18/11/15

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. Japan - kind of interesting graphic below...but no complacency for the eurozone from the data below too I would suggest:


2. I wrote up the Air Liquide deal with Airgas here.  Shares down 7% today...not too far off very interesting levels. 

3. Re the Federal Reserve minutes... 

Still a debate but feels like going through the motions to me and they will tweak up in December.

Reaction pretty muted (euro/gold etc.) so far ex equities up a bit...

4. The Swedish Riksbank - who are currently running a minus 30 basis points interest rate policy - still has a pretty shabby outlook. Shows the tough backdrop...


5. Keep thinking about El Nino...


...especially as the impact on areas such as agriculture so far seems pretty muted.  


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