US Market Closed mixed, S&P Tested the 1,900 mark but was not able to hold it, good retail numbers push investors to thing that the FED will act sooner rather than later, The four top-weighted sectors were mixed when compared to the S&P 500. Consumer discretionary (-0.3%) and financials (-0.1%) lagged throughout the session, while health care (+0.2%) and technology (+0.1%) registered modest gains after displaying some intraday volatility....for the second day in a rwo volume were well below average @ 600mil shares...VIX @ 12.13 -0,82%...in Asia : Bank of China Plans to Raise Up to $16 Billion in Capital...China property sector has kept a lid on the selloff in Shanghai after a set of disappointing economic data overnight, when Retail Sales, Industrial Production, and Fixed Asset Investment all missed estimates. PBoC held a meeting with 15 local banks that reportedly focused on reducing mortgage lending risks through more timely approval of qualified home loans and also providing credit resources to satisfy first home buyer demand. Top mainland property developers traded up about 2% despite a modest slide in the broader Shanghai Composite...Nikkei-0.31% HS+1.14%...Shanghai+0.03%...
Eur$ 1.3716 S&P Fut +0.10% European Fut. +0.16%
Macro
- Moody's affirms Australia sovereign rating at Aaa; Stable Outlook; Australia budget is positive for deficit, debt
- SocGen’s Bokobza Says CAC 40 Could Hit 7000 at End 2016: Echos
- Goldman Says Appeal of Commodities as An Asset Class Remains
Keep an eye on :
- ABLX BB : Ablynx 1Q Net Loss EU2.8 Mln vs EU6.7 Mln Loss
- ADP FP : ADP 1Q Sales Fall; April Passenger Traffic Increases 6.6%
- AF FP : Air France Crash Report Cites ‘Inappropriate Response’: Sky Link
- AGS BB : Ageas 1Q Net Misses Ests. as U.K. Non-Life Unit Swings to Loss
- AIR FP : Boeing Wins $3.8 Billion 737 Order Amid China Travel Boom
- ALV GY : Allianz Says Well Prepared for Rest of 2014; Sticks to Outloook
- AZN LN : AstraZeneca Plc CEO Soriot: Would recommend bid at the right valuation (After US Close)
- BAF GY : Balda 3Q Sales Declines 18%; Confirms FY14 Outlook
- B5A GY : Bauer 1Q Sales Rise 14%, Loss Narrows; Confirms 2014 Outlook
- BEAR VX : Julius Baer End-April AUM Rise 4% From End 2013 to CHF264b
- BEKB BB : Bekaert 1Q Consolidated Sales Fall 2.1% on Currency Impact
- BLT LN : BHP Considering Selling All Or Part of Nickel West Business
- BKIA SM : Bankia, FCC in Talks to Sell Realia’s French Unit: Expansion
- Beverage : Brazil Postponing Tax Increase on Beverages and Beer: Mantega
- BLT LN : BHP, Rio Top Picks on Div. Potential, Free Cash Flow: Jefferies
- BP IM : Banco Popolare 1Q Net Loss EU19m vs Net EU91.9m Y/y
- CPG LN : Compass to Return GBP1b to Shrholders, Div. Beats Forecast
- DWNI GY : Deutsche Wohnen Confirms 2014 FFO Forecast
- EDP PL : EDP 1Q Net Income EU296m; Analyst Est. EU299m
- FLUX BB : Fluxys Belgium 1Q Turnover Down 6.8%, Transmission Volumes Fall
- GLEN LN : Glencore Holders Advised by PIRC to Oppose Hayward’s Election
- GSK LN : China Accuses GlaxoSmithKline China Unit of Bribery After Probe
- IBAB BB : Ion Beam 1Q Rev. Rises 4% to EU46.3m; Confirms Full-Year Outlook
- SDF GY : K+S 1Q Ebit I Beats Estimates; Confirms 2014 Outlook, Capex, Says Upward Trend Evident in Potash Business
- MEL SM : Melia Hotels 1Q Net EU8.15m Vs EU4.09m a Yr Ago
- MGN GY : Mologen 1Q Net Loss Widens as Co. Prepares Drug Studies
- MS IM : Mediaset 1Q Sales Miss, Says Difficult to Make 2014 Forecast
- NDA GY : Aurubis Posts 2Q Loss, Sales Drop
- NUM FP : Numericable 1Q Sales Rise; Sees 2%-5% Annual Rev. Growth to 2016
- PLCS NO : Polarcus 1Q Ebitda Misses Estimates; Maintains FY Guidance
- PUMA GY : Puma 1Q Ebit EU59m; Estimate EU58.8m, Stock mentionned as a potential target for VF (ISI report)
- RHK GY : Rhoen-Klinikum 1Q Rev. EU630m; Keeps 2015 Forecast
- RWE GY : RWE 1Q Recurrent Net Income Misses; Adjusts 2014 Targets,Cuts 2014 Outlook to Exclude Contributions From Dea
- SFER IM : Ferragamo 1Q Rev EU299m; Est EU296.6m, Ebitda Beats Ests.
- SAN SM : Santander to Sell Part of Asset Custody Business: Expansion
- SAP GY : SAP Planning Job Cuts, Possibly Thousands, WSJ Says
- SAX GY : Stroeer Media 1Q Sales Rise 19%, Posts Loss per Share
- SY1 GY : Symrise Selling 11.15m New Shrs in Accelerated Bookbuild
- RCF FP : Teleperformance 1Q Rev. EU610m vs EU592m Y/y
- TLW LN : Uganda Takes Control of Oil Field From Tullow, Total: WSJ Link
- WG/ LN : Wood Group Confirms 2014 Outlook; 2 Units Ahead of Expectations