Investment Markets Overview – W/E 4th July 2014

Protestors,’ including local politicians, took to the streets of Hong Kong this week for the largest rally in a decade, seeking, “full democracy.” A recent “white paper” issued by Beijing appears to undermine the 1984 Sino-British agreement which allowed Hong Kong a semi-autonomous status for 50-years from the1997 handover date, thereby maintaining its capitalist system. Concerned over, “too many wrong views in respect of the one country, two systems principle,” a committee of 1,200 people are telling the city of 7m, they should “above all be patriotic with the city’s judiciary requiring the basic political requirement of loving the country.” Needless to say, the residents’ of Hong Kong, once the bastion of free-market capitalism, see the required patriotism as an endorsement of the communist party and system. Furthermore, whereas the Chinese government has re-iterated the promise to allow Hong Kong to select its new leader in 2017, it now insists it has no obligation to allow an open nominating process. Shock, horror, this sounds akin to the UK’s parliamentary process where the public can select which political party that it wishes to govern the country, but not the people selected for the party.

As we are now half-way through 2014, we show the H114 performance of the “runners and riders,” with the week’s return reported within each section below.

4 July 14

Subscribe to the Full Investment Markets Overview Newsletter which contains the following:-

Additional Commentaries:
•US economic data . . .
•Euro-Zone . . .
•The UK . . .
•Out East . . .
•The $US index . . .
•Within the commodities complex . . .
•Economic data due next week includes . . .

Delving deeper into those US employment numbers, the fall in the “official” unemployment rate to 6.1% in June, from May’s 6.3%, looks impressive, but …..

Charts:
1.Indices Weekly
2.US Unemployment V CPI
3.UK House Prices V Mortgage Lending
4.China V US Cement Useage
5.Commodity 1 Week Moves

Table:

13 Indices, 11 columns of detailed information, for accurate analysis

_______________________

The Affordable care Act (Obamacare) = Part-time Jobs.”   

Click Here to view Details of the full version of this Newsletter which includes full text and detailed Charts for each section

 

 

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