Flash Update 29 January 2018
|
GDP growth |
US disappoints a bit. (page 2) |
|
Economic sentiment |
Continues to rise and surprise positively. (page 4) |
|
Business sentiment |
Continues to fall. (page 5) |
|
Consumer sentiment |
Continues to rise. (page 6) |
|
PMI |
From 9 preliminar PMI, 5 rose. (page 7) |
|
US |
Dec and Jan fall in Richmond Fed indicator is smaller than the rise in November. (page 8) |
|
Eurozone |
Remains in boomzone, with one regime test remaining negative though. (page 9) French and business sentiment indicators remains soaring. |
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Germany |
Germany is in 100% percentile according to ZEW (page 11) and 99% according to IFO (page 12). Consumer sentiment at new all-time high. |
|
Triva |
In a gold diggers boom, it is those who sell shovels who make the money. (pages 14-15). 2018 losers have high weight in “Materials + Energy). |
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.
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