Flash Update 27 November 2017
|
Global GDP |
Continues to rise. (page 2) |
|
Industrial production |
Ditto. (page 3) |
|
PMI |
7 from 9 preliminary PMI were higher. (page 4) |
|
Business sentiment |
It’s a bit early to judge, but sentiment might have peaked. (page 5) |
|
Consumer sentiment |
Ditto. (page 6) |
|
Eurozone |
One business sentiment indicator continues its upward trajectory. (page 7) |
|
Germany |
Remains in 100th percentile based on IFO. (page 8) |
|
Italy |
Consumer sentiment falls a tick after two strong rises. (page 9) |
|
Risk |
There are of course reasons to be nervous. (page 10) US equities to GDP metric is a tick below its historical peak. (page 11) |
|
Trivia |
We should have bought Bit**in.* (page 12) Interest rates about to rise. |
Ineichen Research and Management ("IR&M") is a research firm focusing on investment themes related to absolute returns and risk management. IR&M was founded in 2009 and is an independent company, fully owned by Alexander Ineichen. IR&M is based near Zug, Switzerland, a healthy distance to the main epicentres of mainstream financial thinking. IR&M’s research is designed to improve its clients’ investment decision making. The basic premise is the idea that long-term success is dependent on survival and avoidance of large losses, i.e., the management of risk, not returns.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.