Who is most exposed to China slowdown? – FT

The countries most exposed to China’s slowing economy are not necessarily those you’d expect. Nikolaos Panigirtzoglou, global market strategist with JPMorgan Investment Bank, talks to the FT’s capital markets editor Dan McCrum about the banking, investment and trade links that tie nations to China.

For more video content from the Financial Times, visit http://www.FT.com/video

(click here if video is not observable)

Posted in China | Tagged , , | Leave a comment

Daily Risk Monitor – September 22

Click on table to enlarge and for better resolution

RiskMon_1RiskMon_2RiskMon_3

(click here if table is not observable)

Posted in Daily Risk Monitor | Tagged , , , , , | Leave a comment

US Sector ETF Performance – September 22

ETF_DayETF_YTD

(click here if charts are not observable)

Posted in Sector ETF Peformance | Tagged , | Leave a comment

VW exemplifies regulatory action threat – FT

James Mackintosh on stock picking and oil impact

Analysing companies in terms of their exposure to factors such as oil, the dollar or the economic cycle is popular. James Mackintosh, investment editor, says Volkswagen is another example of a growing threat to corporate profits: the costs of regulatory action.

For more video content from the Financial Times, visit http://www.FT.com/video

(click here if video is not observable)

Posted in Equities | Tagged , | Leave a comment

Daily Risk Monitor – September 21

Click on table to enlarge and for better resolution

RiskMon_1RiskMon_2RiskMon_3

(click here if table is not observable)

Posted in Daily Risk Monitor | Tagged , , , , , | Leave a comment

US Sector ETF Performance – September 21

ETF_DayETF_YTD
(click here if charts are not observable)

Posted in Sector ETF Peformance | Tagged , | Leave a comment

Has Opec’s strategy slowed US shale output? – FT

The price rout has led the leading energy forecasters to cut expectations for non-Opec crude output and increase their demand estimates for Opec oil. The FT’s Neil Hume and Anjli Raval discuss the outlook for oil production and the price of crude.

For more video content from the Financial Times, visit http://www.FT.com/video

(click here if video is not observable)

Posted in Crude Oil | Tagged , , | Leave a comment

Daily Risk Monitor – September 18

Click on table to enlarge and for better resolution

RiskMon_1RiskMon_2RiskMon_3

(click here if table is not observable)

Posted in Daily Risk Monitor | Tagged , , , , , | Leave a comment

US Sector ETF Performance – September 18

ETF_DayETF_WeekETF_YTD

(click here if charts are not observable)

Posted in Sector ETF Peformance | Tagged , | Leave a comment

Wolf’s Fed Verdict – FT

The Federal Reserve’s decision not to raise rates sparked a negative reaction from stock markets, and complaints from investors. Martin Wolf, in conversation with John Authers, defends the Fed’s decision.
For more video content from the Financial Times, visit http://www.FT.com/video

(click here if video is not observable)

Posted in Monetary Policy | Tagged , , , | Leave a comment