Investment Markets Overview — 3rd October 2014

Polarisation resurfaced in Hong Kong this week as thousands of pro-demo crazy  cracy protesters staged a peaceful sit-in on the streets within the financial district and three other areas of this Special Administrative Region of the People’s Republic of China. And there is the rub, as following the 155-year British rule a deal was done with China, handing the colony over in 1997, but based on Hong Kong Law, a constitutional document drafted by the Chinese which stipulates that Hong Kong shall have a high degree of autonomy in all matters except foreign relations and military defence. Fast forward to 2014 and one sees growing tensions between the people in the streets who are “asking for the right to nominate” candidates for the 2017 elections, whereas Beijing interpret the constitution as saying, “ you can have one person, one vote, but only from a severely restricted list of candidates, chosen by China.” Meanwhile, there was a split at Pimco, the largest bond investor in the world, as its founder and CIO, Bill Gross, decided to leave without saying boo to his bosses at Allianz SE, on which more comment follows.

3 Oct 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 . . .

Bill Gross, aged 70, who helped found Pacific Investment Management Co, or PIMCO, 43-years ago and, with an outstanding investment track record …..

Charts:
1.Indices Weekly
2.US House Prices V Consumer Confidence
3.UK GDP V M4 Money Supply
4.Japan House Starts V Mortgages
5.Commodity 1 Week Moves

Table:

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

Too Big to Manage Gained a Whole New Meaning This Week

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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