>>> What to look at today - 07/02/2014

US Markets closed higher, S&P regains 100d MA, Dow regains 200d MA, Markets were helped by eco data and yen weakness, for once rebound happened with volume above average at 730mil shares...VIX @ 17,23 - ....Today's data will focus on jobs with the nonfarm payrolls report for January, also hourly earnings and average workweek will also be announced and the December consumer credit report...Goldman’s Hatzius Sees Slack Jobs Mkt, Fed Holding to 2016 {NSN N0LG416K50XV <go>}...AAPLrepurchased $14b of Shares on the last 2 weeks (3.1% of mkt cap)LNKD -8% after Hours on Earnings...IBM said to consider selling its semi business...S&P Fut & Nikkei helped by weaker yen (102.20)...Nikkei +2.15%...Hang Seng +1.10%...Shanghai reopen after golden week +0.36%...China HSBC services PMI falls again to a near 2 1/2 year low, however employment component in services is not as weak as manufacturing. HSBC chief
economist expects services growth to bounce back a little in the coming months.


Eur$ 1.3590 S&P Future +0.42% European Fut +0.32%

Keep an eye on :
- ABBN VX : ABB May Raise More Than $1b Selling Non-Core Units, Reuters Says
- AIR FP : Airbus Mulling Upgraded Engines for A380: Reuters
- ALO FP : Alstom to Move Part of Global Production to India: Line Link
- ALU FP : Alcatel-Lucent Seeks to Implement Restructuring in 2 Yrs: FAZ
- APAM NA : Aperam 4Q Ebitda Beats Estimates; Sees Higher 1Q Profit q/q
- ATLN VX : Actelion Receives TGA Approval in Australia for Opsumit
- BOSS GY : Hugo Boss 4Q Adj. Ebitda EU157 Mln; Analyst Est. EU157.6 Mln, 2013 Adj. Ebitda In Line With Ests.
- CDR SM : Codere Says Loan Deadline Not Extended as Accord Not Reached
- CFR VX : Richemont’s Lancel Brand Names Marianne Romestain CEO: WWD
- COFB BB : Cofinimmo Sees 2014 Dividend Cut to EU5.50/Shr, Adj. EPS EU6.61
- CON GY : Continental to Increase Employees to 200,000, Handelsblatt Says
- CMA FP : Ciments Francais 4Q Rev. EU861.4m Vs EU901.9m Y/y
- DAI GY : Daimler to Extend CEO Zetsche’s Contract in 2015: Handelsblatt
- ELI1V FH : Elisa 4Q Net, EPS Meet Analyst Ests.; Keeps Dividend Unchangedhy
- FIS1V FH : Fiskars 4Q Net Sales Rise to EU212.6m; Proposes EU0.67/Shr Div
- IPN FP : Ipsen Reports Positive Results From Decapeptyl Phase 3 Study
- IT IM : Italcementi 2013 Group Revenue EU4.24b, Down 5.4% Y/y
- KN FP : BCPE's Perol Faces Conflict of Interest Investigation: Figaro {NSN N0LE856KLVSS <go>}
- KOG NO : Kongsberg 4Q Ebitda Rises to NK611m From NK573m
- MT NA : ArcelorMittal 4Q Ebitda Beats Estimates, Sees 2014 Profit at $8b
- NESN VX : Nestle May Clarify Intentions on L'Oreal Stake Next Week: UBS
- NRE1V FH : Nokian Renkaat 4Q Sales Miss, Loss Exceeds Ests.; Keeps Dividend
- 1913 HK : Prada Extend gain +10% from lows, +1.30% today
- UG FP : Peugeot Supervisory Board Backs Management Plan on Dong Feng
- SAA1V FH : Sanoma 4Q Loss Exceeds Ests.; Sees Organic Sales Growth From '16
- SSABA SS : SSAB 4Q Operating Loss Wider Than Ests.; Proposes No Dividend
- SHP LN : Shire Says Vyvanse Did Not Meet Primary Efficacy Endpoint
- STL NO : Statoil 4Q Net NOK11b vs Est. NOK12.7b; Proposed Div. NOK7/Shrto Use Share Buybacks More Actively in Future
- TIT IM : Telecom Italia Media to Propose Reduction of Share Capital, Appoints Minucci as Chairman
- UHR VX : Swatch CEO, Irritated by Spying, Criticizes DiNapoli: Reuters {http://reut.rs/LVgR4d}
- VONN SW : Vonntobel 2013 Net New Money at Record, Net Income Declines
- VOW3 GY : VW Supervisory Board Plans Decision on Renschler in 2 Weeks: HB