US Market closed higher on Friday, S&P was up +2,3% on the week...we saw below average volume for the last five sessions...financials & transports were worst performance...VIX @13,57 -4,03%...China lending at multi-year highs; Japan GDP slows further in Q4...nikkei +0.56%...Shanghai+0.86%
Macro :
- ECB Should Weaken Euro to Spur Growth, Carmignac Tells Les Echos
- *ITALY’S OUTLOOK TO STABLE FROM NEGATIVE BY MOODY’S
- Coeure Says ECB Ready to Take Decisive Steps If Needed: Delo
- Abe keen to cut Japan corporate tax rate, says chief cabinet secretary
- BOE Gov Carney: BOE will only start raising rates once the economy is operating closer to full capacity
- 22 provinces in China lower GDP growth target for 2014; Beijing and Shanghai both lower 2014 GDP target to 7.5%, v 2013 GDP of 7.7% - Chinese press
Eur$ 1.3716 C&P Fut -0.01% European Fut +0.13%
Keep an eye on :
- AIR FP : Airbus Considers Pratt for A330neo Engine Upgrade: Aviation Week, Eyes More Japanese Parts for Fuel Economy: Nikkei
- BATS LN : BAT Starts E-Cigarette TV Advertising Campaign Aimed at Vapers
- BBRY US : Dan Loeb builds 1.9% BlackBerry stake
- BDT GY : Bertrandt 1Q Rev. Up 7%; Sees Sales, Earnings Continue to Rise
- BKIA SM : Bankia Sale Will Start With 5%-10% Stake, Chairman Tells ABC
- BMPS IM : BMPS controlling shareholder(Foundation MPS) reduces stake to 31.47%from 33,5%
- BMW GY : BMW, SGL to Double Annual Carbon-Fiber Production: Handelsblatt
- EN FP : Bouygues to Take EU1.4b Writedown on Alstom Investment in 4Q
- CA FP : Argentina Fines Carrefour, Wal-Mart for Price Violations: Costa
- CNA LN: Centrica Considers BP Director to Take Over as CEO, Times Says
- CRG IM : Unipol may take a small stake in Carige via capital increase
- DBHN GR : Deutsche Bahn 2013 Profit to Decline, Spiegel Says
- DTE GY : Deutsche Telekom to Cut Costs With New Network Technology: WiWo
- DMN IM : CEO Says Damiani Receiving Buyout Offers, CEO not interested in selling
- 489 HK : Dongfeng Drops After Peugeot Deal May Risk Board Bottleneck
- EDF FP : Edison will receive binding offers for stake in wind asset operations in next few days
- EDL FP : Invesco Builds 5% Stake in Euro Disney, Sunday Telegraph Reports
- EIFF FP : Societe de la Tour Eiffel appoints Rothschild to defend against SMABTP takeover offer
- ESSR LN : Essar Global Fund Offers 70p/Shr for Essar Energy Shrs
- ETL FP : Eutelsat 1H Mixed, Reassuring That Co. Kept Year Forecast: UBS
- F IM : Fiat Seeks Banking License for Financing Unit, Sole Reports
- GSZ FP : GDF Suez Faces Belgian Tax Probe on Electrabel Prices: Tijd
- HTO GA : Greece Close to Selling 10% Stake in Hellenic Telecom: To Vima
- HMB SS : H&M Jan. Total Sales Incl. VAT Rise 15%
- HSBA LN : HSBC +ve article in Barron's
- LUX IM : Luxottica CEO Guerra Says He Won’t Join New Italian Government
- NESN VX : +ve article in Barron's
- NUM FP : Numericable Is Ready to Make New Offer for SFR, Les Echos Says {http://bit.ly/1bX8nAb}
- OR FP : L’Oreal Current Share Price Interesting Entry Point: UBS
- UG FP : French government will restrict Dongfeng Motor's shareholding after stake acquisition deal to 14.1%, 18th ann.
- UG FP : Peugeot to Make Tavares Auto Head Feb 19, Les Echos Says
- UG FP : Peugeot in final talks to sell up to 50% of PSA Finance to Santander
- RDSA NA : May sell its stake in 5 Nigerian oilfields for as much as $5B
- REP SM : Repsol Is Advancing With Argentina on YPF Compensation: Brufau
- RSA LN : U.K. Floods May Cost Insurers More Than GBP3b: Financial Times
- RSA LN : RSA Considers Raising as Much as GBP350m in Placing: FT
- SGL GY : BMW, SGL to Double Annual Carbon-Fiber Production: Handelsblatt
- TIT IM : TIM expects 2014 revenues to grow at same pace as 2013's 21.5%
- URKA LI : Uralkali’s Baumgertner May Get About RU470m Payoff: Vedomosti
- VIE FP : Veolia CEO Frerot Faces Leadership Challenge, Le Point Reports
- VIV FP : Numericable Is Ready to Make New Offer for SFR, Les Echos Says