Thursday, 17 December 2015

Financial Orbit wrap 17/12/15

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. Brexit – the latest poll shows ‘leave’ greater than ‘stay’.  But it is more complex than that: ‘Those who put Cameron back in Downing Street in May hold the key to the referendum’s outcome. More than half of 2015 Conservative voters put themselves on the “leave” side of our 100-point spectrum, and they currently see staying in the EU as a bigger risk than remaining…Much will depend on whether the PM is able to persuade his own supporters that continued membership is an asset, rather than a threat, to the security, freedom and independence they prize’ (link here).

Very interesting - and I agree. 

2. Fascinating excerpts from the latest ECB Economic Bulletin here.  I note: 

'...is striking versus previous recessions how bad current investment levels are:'


3. I write up some thoughts on a couple of stocks reporting today: Accenture and General Mills here.


4. Lots of interesting insights from the huge industrial concerns General Electric and Honeywell here.  

5. And finally...there is a return to a bit of market volatility a day after the (US market hours) post Fed run-up.  Can we really be that surprised?  As I note on Twitter:

Quick, cut rates! More seriously now we are seeing the -ve of higher "S&P slides back into the red for 2015 "

Well the dollar trade weighted is creeping just that little bit closer to the round number 100.0 again...


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