Saturday, 28 November 2015

Financial Orbit wrap 27 & 28 November 2015

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. Portugal - Portugal's 10-year yield…has dropped every day since the Portuguese President appointed socialist leader Antonio Costa as Prime Minister on Tuesday’.  Sounds risk-averse but this article highlights residual fear for the country and what it could mean for the Eurozone


2. Asia – Chinese industrial profits fell 4.6% year-on-year in October second-worst reading this year.  However the Chinese statistics bureau made additional remarks: Hi-Tech sector profit +14.2% YoY, Equipment Mfg +8.6%, Consumption related +4.3%.  The key to understanding China is still all about the transition of the economy...

Meanwhile in Japan a bunch of mixed data makes me remark on Twitter:

So data...negative consumer spending, reluctant inflation numbers & a jobless rate influenced more by demographics than policy. Hmm

3. The new Financial Orbit Speaks is out:

Published on 27th November 2015 - link here
In this edition of the global investing enhanced podcast Financial Orbit Speaks Chris Bailey reviews why macroeconomic investors are going to be busy in December, the impacts of the strong US dollar, where options and opportunities exist for investors and finally a confirmation that Space Invaders is the best ever computer game.

4. I spoke at the inaugural Gold, Bears and Traders conference earlier today.  Enjoyed it and good to see lots of people there.  Thoughts?  Well the name of the conference was a bit of a give away in terms of views!


5. Really interesting on market breadth in today's Financial Times:



More on this tomorrow in the Sunday regular Stories we should be thinking about...

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