>>> What to look at today - 1st of August 2018

Asian equities rose and the dollar strengthened as investors sifted through the latest news on the U.S.-China trade front and positive results from Apple Inc. Bonds fell as Japanese yields climbed higher after the central bank said it would allow more flexibility in yield movements.
Stocks climbed in Japan and South Korea, while they drifted elsewhere in the region. In a move seen as pressuring China back to the negotiating table, the Trump administration will propose raising to 25 percent its planned 10 percent tariffs on $200 billion in Chinese imports, three people familiar with the internal deliberations said. Earlier, the S&P 500 Index capped a fourth monthly gain after Bloomberg reported that the U.S. and China were trying to restart talks aimed at averting a full-blown trade war. The offshore yuan slipped as China weakened its fixing for the currency to the lowest since May 2017.
US after Hours : MOH +19%, P +12%, AAPL +3.8% are higher, while CAKE -8%, MB -6%, AKAM / WLL -4% are lower following earnings/guidance

Nikkei +0.77% Hang Seng -0.34% CSI -0.84% Shanghai -0.68% shenzen -0.69%

Eur$ 1.1682 CNH 6.8414 CNY 6.8298 JPY 112.04 GBP 1.3101 CHF 0.9931 RUB 62.6233 WTI 68.45 -0.45%

S&P +0.02% EuroStoxx -0.14% FTSE -0.29% Dax -0.03% SMI /

Macro :
- U.K. Property Stocks At ‘Cliff Edge’ Valuations, Jefferies Says

Keep an eye on :
- AF FP : Air France-KLM 2Q Op. Income Falls to EU345m as Strike Hurts, Intended JV Pact B/W Air France-KLM and Air Europa
- AF FP : SNPL Union Pilots Approve Hop! Labor-Conditions Agreement: AFP
- ALO FP : Alstom, Italo Sign Contract for Five Pendolino Evo Trains
- AMS SM : Amadeus Is Said to Hold Talks With Thoma Bravo for TravelClick
- APAM NA : Aperam Second Quarter Ebitda Meets Estimates
- MT NA : ArcelorMittal Second Quarter Ebitda 4.4% Above Estimates
- AKE FP : Arkema Second Quarter Ebitda Beats Highest Estimate
- BNP FP : *BNP PARIBAS 2Q NET EU2.39B VS EST. EU2.06B
- CPB US : *THIRD POINT IS SAID TO BUILD AN OVER $300M CAMPBELL STAKE: WSJ
- CNP FP : CNP Assurances Fined EU8m Over Poor Controls on Money Laundering
- COM GY : comdirect Second Quarter Pretax Profit 1.6% Below Estimates
- DANSKE DC : Danske Bank Chairman Defends Money Laundering Review, J.P. Says
- DLG GY : Dialog Semiconductor Ends Talks on Potential Synaptics Deal --> SYNA : -13% in after Hours
- DLG GY : Synaptics Sees Fourth-Quarter EPS at High-End of Prior Guidance
- DSM NA : DSM Second Quarter Adjusted Ebitda 1.2% Above Estimates
- DSV DC : DSV Boosts FY Adj. Oper Profit View, Midpoint 1.3% Above Est.
- EDP PL : Altri to Buy 50% of EDP Bioelectrica from EDP for EU55m
- ENEL IM : Enel 1H Revenue, Ebitda, Adjusted Net Miss Estimates
- ENI IM : Eni to Gain 90,000 B/D W/Two Mexican Fields by 2022: Reuters
- ETL FP : Eutelsat Fourth Quarter Revenue EU373.9 Mln
- FSKRS FH : Fiskars Second Quarter Revenue EU272.6 Mln
- FUR NA : Fugro First Half Adj. Ebitda Rises; Sees Growth in 2018
- GBLB BB : GBL First Half Cash Profit EU363 Mln Vs. EU359 Mln Y/Y
- G IM : Generali Appoints Cristiano Borean as New CFO From Sept. 1
- KDS NA : Kiadis Pharma Secures Up to EU20 Million Debt Financing Facility
- LGEN LN : Legal & General Is Said to Hire Law Firm for Probe: Telegraph
- MB IM : Mediobanca Pushes on Dividend as Wealth Management Bears Fruit
- MELE BB : Melexis Narrows FY Revenue View, Midpoint Beats Est.
- NOVN SW : Laekna Buys Exclusive Rights to Two Novartis Oncology Assets
- NYR BB : Nyrstar First Half Adjusted Ebitda 3.4% Above Estimates
- OSR GY : Osram 3Q Profit Beats Estimates as Automotive Hurts Divisions
- PARG SW : Pargesa First Half Net Income CHF212.6 Mln
- PST IM : Poste Italiane Names Guido Maria Nola Chief Financial Officer
- RCO FP : Remy Cointreau Share Buy-Back as Part of Capital Reduction Plan
- RNO FP : French July New Car Registrations up 18.9% on Year
- ROG SW : Astellas, Roche Sue Shilpa to Block Copies of Tarceva Drug
- RYA ID : Swedish Ryanair Pilots to Go on Strike on Aug. 10: Expressen
- SGO FP : Saint-Gobain Sells U.K. Glazing Installation Business
- SFER IM : Salvatore Ferragamo First Half Revenue 1.6% Below Estimates
- SAN FP : Sanofi Is Said to Be Stockpiling Drugs for No Deal Brexit: DJ
- SKB GY : Koenig & Bauer First Half Ebit EU10.6 Mln
- SRG IM : Snam Raises Full-Year Net Target to Around EU1b
- TKWY NA : Takeaway First Half Net Orders +30%
- TNET BB : Telenet Second Quarter Adjusted Ebitda Beats Highest Estimate Telenet Proposes Extraordinary Dividend of EU600 Mln
- TKA GY : Thyssenkrupp Adjustment of Group Forecast for FY 2017/2018
- TKA GY : Elliott Wants Thyssenkrupp to Change, Not to Break Up: Die Welt
- URW NA : Unibail-Rodamco-Westfield Sells Four Shopping Centres in Spain
- VIE FP : Veolia 1H Current Net Income Up 13% at EU329M; Confirms Targets
- VOS GY : Vossloh First Half Ebit EU22.8 Mln
- VOW GY : VW Confirms Possible Recall of 124,000 Electric Cars on Cadmium
- WDP BB : WDP First Half Adjusted EPS EU2.94 Vs. EU2.67 Y/Y