Thursday, 15 March 2018

A couple of recent financial media articles

I appeared again on the VOX Markets podcast.  You can listen here to my latest appearance (free log-in) where I talked about a variety of UK-listed names including Unilever, Old Mutual and PZ Cussons

Chris Bailey on #ULVR #OML #PZC

I also wrote an article about PZ Cussons on the Share Prophets website which you can access here: 

"PZ Cussons - slap on the St Tropez tan and have a go?"


Two recent financial media written articles

I recently wrote two articles titled...

"Stale sandwiches at Greencore?

"Dignity - 'I wish we could be more precise'. Quite!"

...which were uploaded earlier in the week to the ShareProphets website.  A link to the pieces can be found here and here.  

Sunday, 11 March 2018

Stories we should be thinking about

Stories we should be thinking about

Given Friday’s market included...

‘A record high for the Nasdaq was the cherry on top for Wall Street after a strong
batch of US jobs numbers helped the market power home on Friday’ (via Fast FT) surprises to see CNN’s fear and greed index returning to more
middle-of-the-road levels

(h/t @Callum_Thomas)

But the heightened volatility is not over in my view, not with higher bond yields
and world trade ‘discussions’.  On the latter with the US making most of the
at-the-margin running, kind of interesting to see non-US purchases of T-bills
proportionately heading south...

(h/t @Schuldensuehner) (note the slight ‘chart crime’ on the y-axis though!)

For what it is worth, I still think Trump is ‘talking loudly and carrying a small
stick’ and considerations such as the financing of the US deficits and the
influence of a lower dollar (which achieves trade deficit closing ‘benefits’ with
much less of the angst) will be apparent. However as indicated below Europe
will be impacted more than the US in any trade ‘war’ due to its greater
proportional openness.  

And let’s hope the sentiment expressed in the second graphic above holds.
Last week we talked a lot about European political breaking news.  So how
is the government formation in Italy going? Messily it seems...

To read the rest of Stories we should be thinking about click
for free access HERE.