When you need to believe the ‘crazies’ are in control

Management by chaos . Did anyone seriously believe that Trump would be able to get his ambitious stimulus plan through Congress if the economy was chugging along nicely as Yellen was continuing to portray? It was almost as implausible as expecting the EU to offer a painless Brexit for the UK while they remain convinced we […]

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Wazzup? – today in the markets 27th April 2017

  Televisa (tv) – Q1 FY17 results:  Still happy to stand back and let the price come back to me          . WPP (wpp_l) – Q1 FY17 IMS (sales): Muted start to the year from US & China AMAZON.COM (amzn) – Q1 FY17 results: Q1 FY17: Markets chasing growth, albeit perhaps under-estimating […]

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Wazzup? -today in the markets 26th April 2017

  Atresmedia (a3m_mc) – Q1 FY17 results:  The cost of audience recovery.          . Daimler (dai_de) – Q1 FY17 results:  Has Daimler waited until the cyclical peak to start pumping up expectations?     . S&P Global (spgi): Q1 FY17 results:  The benefits of operational leverage on a rebounding high yield issuance […]

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Wazzup? – 25th April 2017

  PPG (ppg) – Third time lucky for Akzo? PPG returns with further concessions and an increased offer worth €96.75 per Akzo ord Nielsen (nlsn) – Q1 FY17 results:  US retail measurement continues to drag down the averages. Whitbread (wtb_l)  – FY17 results: A cautious outlook statement blights a solid historic trading performance     PPG […]

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Expect relief rally on a probable Macron win, but beware the implications of the forthcoming UK election in June

French Presidential elections are stacked against the extremes, as was the intention. Round one provides the electorate with the illusion of choice as they favour their particular candidate. By round two however, the vote is more likely cast with a view to exclude their least favoured candidate. As long as one centrist candidate can get […]

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ALERT – Temporary problems accessing Analytics on Chrome – please use another browser such as Internet Explorer, Firefox and Safari

Due to a software update, our Analytics service is currently not being supported on Google’s Chrome browser, although remains available on most other leading browsers such as Internet Explorer, Firefox and Safari.  The service will be back up soon on Chrome.

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Now you’ve been distracted, here’s the real US monthly job growth numbers

Gosh, with so much excitement going on in the world between the bombs, missile strikes and false flags it was easy to miss last week’s US non-farm payroll release for March. Not that one would have missed much. Having delivered its much anticipated second rate increase in the current tightening cycle, the Fed no longer […]

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End of cycle warnings for marketing services

How many leading marketers know what return they’re getting on their marketing investment? From P&G marketing honcho, Marc Pritchard’s gripes about poor transparency and accountability and a “crappy media chain”, one might surmise not many. If you can’t trust the data on who is being reached, any resulting ROI calculation derived from it is therefore […]

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