US MArket Closed Higher, printing fresh record helped by World Bank GDP Growth forecast, volume were still on the light side @ 704mil shares...VIX @ 12.28 unchanged...SKEW @ 132.69 -0.55%, Cyclical were leading the move, Tech was helped by big names (AAPL,...)...Brazil+0.81%...BOJ Kuroda said the central bank will continue easing until 2% inflation is
stable. Separately, Japanese press speculated the cabinet office will raise its economic assessment for the first time in 4 months...Nikkei -0.40%...Fitch: Japan external deficits highlights fiscal risks...China MOFCOM warned 2014 may bring "severe challenges" in the trade sector, since global recovery has not stabilized. Higher costs, liquidity shortages, base effects and competition were specifically attributed to expectations of a choppy trade activity in Q1...Shanghai +0.05%...Australia employment fell by the biggest amount in 9-months. Unemployment rate remained unchanged at 5.8% but only because of declining participation rate, which fell 2bps to 64.6% - a 7-year low. Decline in employment
effectively brings back the possibility of further RBA easing, particularly a some of the more recent housing data show signs of deceleration.
Eur$ 1.3622 S&P Fut Unch. European Fut +0.29%
Keep an eye on :
- Beverages : Slower Earnings Growth May Accelerate Beverage M&A, Nomura Says {NSN MZHERD6TTDS5 <go>}
- Advertisement : Global 2014 Ad Spending to Rise 5.2%, According to Warc Survey {NSN MZGT6L6TTDS2 <go>}
- ABF LN : AB Foods 16-Wk Group Rev. `Level,' No Change to FY Forecasts
- ABI BB : AB InBev’s Chalmers, Tadeu Each Sell EU13.8m of Brewer’s Stock
- AH NA : Ahold 4Q Rev. Misses Ests.; Co. Revamps Europe Business, U.S. LFL Sales Weaker Than Est., Shrs May Fall, Exane Says
- AIR FP : Airbus : France is selling 1% stake (approx 8M shares) to institutional investors
- AZA IM : Etihad May Toughen Demands for Possible Alitalia Stake
- BEI GY : Beiersdorf Reports FY13 Rev €6.04B v €6.2Be, FY13 Organic rev growth +7.2% v +7.0%e; confirms EBIT Margin
- BMPS IM : Paschi Management Continuity Is Positive, Foundation Tells Ansa
- BO DC: Bang & Olufsen 2Q Net Beats Ests., Keeps FY Outlook
- CA FP : Carrefour 4Q Sales In Line With Ests., China LFL Misses
- CFR VX : Richemont 3Q Sales Miss Ests., Watches Sales Miss {NSN MZHD9E6JIJV9 <go>}
- CLS1 GY : UBS Sees 80% Probability Celesio is Bought, UBS Says
- DXNS LN : Dixons 3Q U.K./Ireland LFL Sales Beat., Sees `More Modest' 4Q
- INGA NA : Buy ING, Restructuring Nearly Complete, Dividends to Come: UBS
- KN FP : Natixis May Be Slightly Less Profitable as CNP Pact Ends: Echos
- MT NA : Liberia Says ArcelorMittal Must Share Rail Line: Reuters
- OR FP : L'Oreal Reportedly reaches settlement deal with EBay; terms not disclosed
- ORC FP : Orco Property Appoints 2 Deputy CEOs, COO
- 1913 HK : Prada Sees Growth Rates Moderating, Will Push Miu Miu Brand: UBS
- PUB FP : Global 2014 Ad Spending to Rise 5.2%, According to Warc Survey
- REC IM : Recordati CEO Expects Sales, Profitability to Rise This Year
- RIO LN : Rio Tinto 4Q Iron-Ore Output in Line With Est.; Copper Beats
- SAN FP : Sanofi Contests Claims Over Revaxis Vaccine, Le Parisien Says
- TKA AV : Telekom Austria Added 1,600 Domestic Fixed-Line Clients in 2013
- TKA GY : ThyssenKrupp Board to Name Maassen Deputy Chairman: Handelsblatt
- UG FP : Peugeot Says Rennes Plant Is Still Overstaffed for 2014
- UNI IM : UnipolSai Says Allianz Made Offer for Milano Assets Jan. 14
- UNI IM : UnipolSai to Issue EU201.8m in Convertible Bonds