Dow +1.33% S&P +1.36% Nasdaq +1.33% Russell +1.79%
Q2 Performance:
Dow +0.77% S&P +1.26% NAsdaq -1.46% Russell +3.06% BRazil +1.91% Nikkei -3.6% Hnag Seng -0.3% Shanghai -2.65% EuroStoxx -3% FTSE +5.83% Dax -1.17% CAC -1.96% Ibex -5.10% MIB -8.88% SMI +4.32%
US Market closed higher and erased all Brexit losses. Comments of easing measures from the Bank of England and European Central Bank helped the sentiment. M&A news in the US also helped mkt to perform. (MDLZ/HSY), Volume continue to be strong for the last day of Q2 & H1. ISM Will be published tomorrow. USAfter Hours WING +3.8% following special cash dividend news... MU -7.8% on earnings/guidance/restructuring plans, MBLY -3.1% and TSLA -2.5% on NHTSA investigation. Asian equity markets are firmer yet again, entering the new quarter with momentum of 3 straight sessions of solid gains despite the mixed economic data. China manufacturing PMIs were disappointing, In Japan, the quarterly Tankan topped forecasts, but CPI dive into deflation territory persisted.
Nikkei +0.44% Hang Seng +1.75% CSI -0.08% Shanghai -0.01%
Eur$ 1.1085 CNH 6.6704 CNY 6.6547 JPY 102.79 GBP 1.3307 CHF 63.9223 RUB$63.9223 WTI$48.62(+0.6%)
S&P -0.13% EuroStoxx +0.77% Dax +0.54% SMI +0.55%
Macro :
- ECB Said to Weigh Looser QE Rules as Brexit Depletes Asset Pool
- Greek Parliament Approves Bill Attached to Piraeus Sale to Cosco
- JPM’s Kolanovic Says VIX Hasn’t Seen Its Post-Brexit Highs Yet
- Trichet Says U.K. Has ‘Enormous Problem’ After Brexit Vote: Echo
Keep an eye on :
- AREVA FP : Areva to Give Progress Report on Plant Audits by End-July
- MAERSKB DC : AP Moller-Maersk could sell Maersk Oil in the event of a split
- BARC LN : Barclays to Expand Lending to Small U.K. Firms After Brexit Vote
- BARC LN : Barclays Doesn’t Need More Capital Even With Brexit, Staley Says
- BARN SW : Supplier Barry Callebaut May See Move on Hershey-Mondelez Deal
- BATS LN : Bats Likely to Establish Presence in EU After Brexit, WSJ Says
- BAYN GY : Monsanto Conf. Call Suggests Co. Sees Remaining Independent: JPM
- BLT LN : BHP Says Brazil Court Issues Order to Suspend Samarco Agreement
- BIM FP : Biomerieux Gets FDA Clearance to Expand Use of Procalcitonin
- BMPS IM : Monte Paschi Must Pay EU46m Interest on Past Aid in Cash
- DIS US : Disney Said to Buy Stake in MLB Advanced Media Unit for $3.5b
- ECP FP : EuropaCorp Posts FY Loss on Decline in Film Distribution
- EUCAR FP : HTZ +1.9% (Hertz Global completes separation of its equipment rental business, will receive proceeds of ~$2 bln)
- FCA IM : Fiat Chrysler Recalling Estimated 26,211 Vehicles in U.S.
- FDPA FP : Fonciere De Paris Board Recommends Gecina Offer: Les Echos
- GSK LN : GSK Sees Asia Growth Opportunities in Broadening Access
- HSY US : Hershey Board Rejects $23 Billion Takeover Bid From Mondelez
- HSBA LN : HSBC to Keep HQ in London After Brexit: Independent (Yday)
- OR FP : L’Oreal Signs Accord to Buy Atelier Cologne; No Terms Disclosed
- LSE LN : Deutsche Boerse Director Says ‘Creative’ Answer Needed for LSE
- LSE LN : Euronext CEO Doubts Success of LSE/Deutsche Boerse Merger: BZ
- MBLY US : Mobileye Sinks Post-Mkt as Regulators Look at Tesla Fatal Crash
- MDLZ US : Mondelez Bid for Hershey Probably ’Defensive Move’: Susquehanna
- SAF FP : Safran Said to Have Shortlisted 5 for Morpho Purchase: Tribune (Oberthur, Advent, Gemalto, Astorg/CVC, Adrian/Bain/Predica/KKR) more than €2bn valuation
- GLE FP : SocGen CEO Oudea Says Brexit Is ‘Stress Test’ for Banks: Echos
- TSLA US : Tesla Drops Post-Mkt as NHTSA Opens Review on Fatal Crash
- TIT IM : Tel. Italia: Still Reviewing How Best to Create Inwit Value
- TIT IM : Telecom Italia refutes Cellnex claims over liquidity issues; Inwit options under analysis
- HO FP : Thales Signed Accord With Raytheon to Cut Scope of Joint Venture
- UCG IM : UniCredit Says Ghizzoni to Get EU5m Gross Severance Payment
- UCG IM : UniCredit New CEO Very Good Fit, Wait for Visibility: Mediobanca
- CSS FP : Vivarte to Sell Kookai, Chevignon, Pataugas: AFP
- VIV FP : Apple Said to Be in Talks to Buy Jay Z’s Tidal: WSJ