US market closed mixed again today but Tech & small are weak today...AAPL -4,2% ahead of next week launch...market was more on risk off mode ahead of ECB tomorrow...best performing sector was utilities...volume still light...vix @ 12.36 +0.9%...After Hours Summary: ITI +9.1%, PVH +8.2%, BV +8.0%, MTRX -15.7%, SCVL-7.8%, AVAV -5.9% following earnings/guidance...- Despite expectations of a more upbeat policy statement cheerleading Japan's economic resilience, the Bank of Japan largely stuck to the familiar script. For the 13th consecutive meeting, the BOJ kept its overall assessment unchanged that "economy continued to recover moderately as a trend." BOJ also affirmednits assessment of exports, investment, employment, consumption, and inflation, while lowering its view on housing to state the "decline in housing investment following front-loaded increase has continued." Also of note out of Japan, earlier Nikkei report indicating Japan Economic Council may push forward its regular meetings to as early as Sept 16th from previously scheduled Oct to
allow for more deliberation regarding the next round of sales tax increases...Nikkei -0.34% Hang Seng -0.31% Shanghai +0.38%
Eur$ 1.3147 S&P -0.01% Eurostoxx -0.19% FTSE -0.05% DAX -0.06% SMI -0.32%
Macro
- Beige Book: Economy Kept Growing July-Aug., No Job/Wage Changes
- Templeton Sees Compelling Value in Europe; Favors Banks, Energy
Keep an eye on :
- 888 LN : Permira Said Not Targeting 888 Holdings for Buyout
- AAL LN : Glencore CEO Glasenberg Rebuffs Anglo American Bid Speculation
- ANA SM : Acciona, Sacyr Win Sao Paulo Metro Contracts, Confidencial Says
- ALT FP : Altran Says 2014 Will Be in Line With Goals as Profit Jumps
- BAYN GY : Bayer CropScience to Invest $1b in U.S. Growth 2013-2016
- BBY LN : Balfour Beatty to Return Up to GBP200m to Shareholders
- GBF GY : Bilfinger Cuts Earnings Forecast for 2014
- BIM FP : Biomerieux Base Business in Good Shape, Morgan Stanley Says
- BOSS GY : Permira May Sell More Hugo Boss Shares After Stake Sale: Reuters{http://reut.rs/1qcSLmN<go>}
- CBK GY : Commerzbank Close to Settling U.S. Sanctions Probes: Reuters
- BN FP : Hospira’s Talks to Buy Danone’s Nutrition Unit Stall: Reuters {http://reut.rs/Z7pEqC<go>}
- ESSR LN : Essar May Go Private; Seeks $250m From Russians: Economic Times
- F IM : Fiat Says Cash Exit Price EU7.727/Share
- GLEN LN : Glencore CEO Glasenberg Rebuffs Anglo American Bid Speculation
- LOGN SW : Logitech to Restate Finl Statements for Reserves Provision
- RI FP : Pernod Ricard Boosts Russia Exports to Beat Possible Embargo: FT
- ROG LN : Roche Says Arthur Levinson Resigns From Board
- RYA LN : Ryanair, Aegean Among Bidders for Cyprus Airways: Reuters
- RYA LN : Ryanair May Buy Stake in Spain Airport Operator Aena: Cinco Dias
- SFL IM : Safilo Interesting for L/T Value Investors, MainFirst Says
- SGO FP : Saint-Gobain Faces Probe by French Antitrust Authority: Echos
- SL/ LN : Standard Life Sells Canadian Business to Manulife for C$4b, to Return GBP1.75b to Shareholders After Deal
- STM FP : STMicroelectronics, Tessera Reach Settlement Agreement
- UNSP IN : United Spirits Posts Loss for March Quarter on Provisions