>>> What to look at today : 02/04/2014

US MArket Closed, with S&P Settling at a fresh record high (1885.52), Nasdaq is still leading the move, top name leaded the move...(AAPL+0.91% , NFLX +3.44%, GOOG+1.83%, AMZN+1.66%...Consumer Staples(-0.1%), Telecom Service(+0.3%) & Utilities(-0.7%) ended behind the broader market...VIX @ 13.10 -5.62%...Volume was on the light side @ 700mil shares
Today eco MBA Mortgage, ADP employ. & Factory Orders...Chinese property sector saw some relief following a report from Shanghai Securities News indicating the govt in some of the lower tier cities - more vulnerable to a housing downturn - are considering easing some of the curbs....Tokyo markets got a boost from strong economic data in the US session, with rising treasury yields translating into stronger dollar/weaker yen and subsequently higher equity prices....Nikkei225 breached the psychological 15,000 mark - also its 3-week high. BOJ March Tankan survey revealed diminishing expectations of the economy being able to achieve the 2% inflation target, noting that firms of all sizes see CPI at 1.5% in 1 year and just 1.7% in five years. This follows overnight disappointing manufacturing Tankan for Q1, which prompted economists at Nomura to forecast more BOJ policy easing in July....Nikkei +1.10% (below the 15k)... HS+0.22% ... Shanghai+0.57%

Eur$ 1.3806 S&P Fut +0.12% European Fut. +0.35%

- Europe May Enter New Period Market Volatility, Weber Tells FD {NSN N3E0KZ6K50ZT <go>}
- European Investors Concerned China Growth Unsustainable: Goldman
- JP Morgan Lowers 2014 Iron Ore Price Forecast on Steel Outlook

Keep an eye on :
- AAL LN : Anglo American May Divest Platinum Division: Chicago Tribune
- ASC LN : Asos 1H Pretax Beats Ests., GBP2.5b Sales Next `Staging Post'
- BLT LN : BHP Asset Spin-Off May Have Enterprise Value of $48B, MS Says
- BLT LN : BHP Portfolio Simplification Unlikely to Create Value: Liberum
- BNP FP : BNP Paribas Sells Miami Private Bank to Santander, Echos Says
- DAI GY : Nissan to Offer Mercedes Engine in New Skyline, Nikkei Says
- DL NA : Delta Lloyd CEO Plans to Step Down at May 2015 AGM at Latest
- DPW GY : Deutsche Post Forecasts Ebit to Rise 8% Per Year Through 2020
- EDF FP : EDF Should See More Supportive News Flow in Next 6-9 Mos.: JPM
- EDP PL : EDP Says Iberdrola Decreased Stake to 1.58% From 2.9%: CMVM Link
- GLJ GY : Grenkeleasing 1Q New Business Up 13%; Says Had Successful Start
- IBE SM : Spanish Regulator Says 1st Month Power Tariff Deficit EU1.1b
- MEO1V FH : Weir’s Metso Merger Opposed by Finnish State Fund: Reuters
- MEO1V FH : Cevian Capital May Support Weir/Metso Merger, Times Says
- RB/ LN : Reckitt Benckiser Likely to Spin Off Pharma Unit, JPMorgan Says
- RDSA NA : Shell Using More Chinese Equipment in U.S. Shale Business: FT
- RNO FP : Renault Samsung Aims to Boost Sales by 70% in 2016 vs. 2013
- RSA LN : MORE: Moody’s Cuts U.K. Life Insurers Outlook to Negative
- RXL FP : *REXEL, ADVENT, CVC SAID TO DECIDE NOT TO BID FOR ANIXTER
- SBMO NA : SBM Offshore: Evidence Payment to Officials in Angola/Eq. Guinea
- GENP FP : Stallergenes Says FDA Has Approved Oralair
- SL/ LN : Standard Life, St James's Place Top U.K. Life Picks: JPMorgan
- VONN SW : Vontobel CEO Says He Has ‘Cautious’ Outlook for 1H 2014
- ZAG AV : Zumtobel Sees Sales Rising 3%-5%/Yr Until 2016/2017; Cuts Jobs