US Market closed mixed with blue Chip in the red and small cap & Tech in the black, Energy opened weak but rebound with Crude (+1.3% @ $92.89/bbl)..tech did ok also at the end of the day..best performers were telco +0.6% and utilities +0.9%...volume were below average @ 591mil shares...VIX @ 12.80 -0.6%...US after Hours : ULTA +13.5%, SPWH +7.1%, ABTL +5.8%, CHKE -7.9% following earnings/guidance...CNVR +31.7% on take over news by Alliance Data (ADS), LXRX +8.4% on Good Phase 2 data, OXBT -8.6% on bad phase2 data...Shanghai Composite reversed initial 0.4% slide to enter midday break
marginally higher after New Yuan loans slightly topped consensus estimates. M2 money supply hit 5-month lows at 12.8%, but was in line with the levels forecasted by China Premier Li earlier this week. Moreover, the PBoC said M2 growth is still within a reasonable range and on track to reach 13% target this year....GBP/USD spiked up about 50pips to $1.6275 - a 1-week high - after the latest YouGov poll put the No vote on Scotland referendum back in favor by a 52-48% margin. This follows a 150pip drop in cable to start this week when the Yes
Eur$ 1.2924 S&P +0.05% EuroStoxx +0.34% FTSE +0.25% DAX +0.30% SMI +0.23%
Macro
- Draghi Says ECB Is Ready to Take Further Action If Needed, Says Public Guarantees for ABS Could Support SME Lending, Says Rise in Investment Essential to Boost Inflation
- German Fin Min Schaeuble presented plan that would allow Federal States take on some new debt after the debt ceiling agreement kick in in 2020
Keep an eye on :
- AENA SM : Spain Sounds Out Koplowitz, Del Pino For Aena Sale, Cinco Says
- AF FP : Strike could cost up to €15m/day
- AIR FP : Airbus, Qatar Airways Resolve Dispute on 10 A380s: Reuters {http://reut.rs/1tCL6fZ<go>}
- AIR FP : Exec: Expecting to see A400M US sales figures in the 'hundreds' over the medium to long term period
- AIXA GY : Aixtron attracts interest from Samsung, others - Sueddeutsche Zeitung
- AREVA FP : Areva Wins EU190m Fuel-Supply Contract for Alabama Nuclear Plant
- BAER VX : Swiss Private Bank Deal Speculation Overblown, Vontobel CEO Says
- BALNE NA : Ballast Says No Agreement Reached With H2 on Divestment
- BES PL : Banco Espirito Santo Made Secret Loans to Top Shareholder: FT
- BLT LN : BHP NewCo May Be Attractive M&A Target on Cash Flow, Metals: JPM
- CU FP : Fosun, Ardian Are Preparing Counter-Bid for Club Med: Echos
- CU FP : Interesting to see that 2.98mil shares crossed this morning @ €22
- DTE GY : Deutsche Telekom IT Services Unit Revamps Business: Handelsblatt
- ENEL IM : Enel Proposes EU8.25b Price for Endesa’s Enersis Shrs
- F IM : Fiat Chrysler Automobiles Files Listing Request in Milan
- GW1I GY : Gerry Weber 3Q Sales, Net Income Miss Estimates
- HPL GY : Hapag-Lloyd/CSAV Deal Approved by EU Commission With Conditions
- ISP IM : Intesa Sanpaolo looks to spin off private equity division - Il Sole 24 Ore
- LHA GY : Lufthansa Mulls Cologne As Hub for New Unit: Rheinische Post
- NDA SS : Danske, Nordea Plan to Sell Bluegarden Holding: Jyllands-Posten
- NOVN VX : New Phase III data confirm high efficacy of Gilenya in MS treatment
- NOVOB DC : Novo Wins FDA Panel’s Backing on Liraglutide for Weight Loss
- REP SM : Repsol to Start Canary Islands Exploration in Nov., Cinco Says
- RHM GY : Rheinmetall in Talks Over ThyssenKrupp Marine, Handelsblatt Says
- SKYD GY : BSkyB’s Bid for Sky Deutschland, Italia Approved by EU
- SOLB BB : Solvay Buys Flux Schweiss- und Loetstoffe; Terms Not Given
- SPOTIFY IPO : Spotify talking to investment banks regarding possible IPO - Dagens Industri
- DG FP : Philippines: Il&Fs, Vinci May Bid for $2.7b Laguna Dike Project