Report
Alexander Ineichen

IR&M Flash Update 14 May 2018

Global growth

Hong Kong surprises positively. (page 2) Global economy is worsening based on at least one measure. (page 3) Industrial production remains positive. (page 4)

Sentiment

Sentiment gauges, when averaged, remain falling. (pages 5-7)

US

There are no alarm bells going off from consulting a consumer sentiment gauge or an economic health check. (pages 8-9)

France

Business sentiment is falling mildly. (page 10)

Provider
IR&M
IR&M

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.

Analysts
Alexander Ineichen

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