US Market Closed Higher with Russel 2000 leading, Discretionary(+0.5%) Energy (+0.8%) & Healthcare (+0.8%), consumer staple lagged, volume were still light @ 600mil shares..VIX @ 12.27 -4.45%...After Hours ISRG +10.8%, BRCM +2.7%, MSFT +1.3%, XOOM -13.2%, XLNX -8.6%, AAPL -0.5% following earnings/guidance...- China's State Administration of Foreign Exchange (SAFE) official noted forex demand and supply was "basically balanced" and that he does not see strong
expectations for CNY depreciation. Overnight, PBoC reported June Net Forex Sales of CNY89.4B vs CNY38.7B prior - the first net sales since July 2013...BOJ Dep Gov Nakaso stated the central bank easing is having its intended
impact, noting domestic economy continues to grow above potential even as cabinet office cut its GDP projections overnight. Nakaso also said domestic demand is firm, while exports continue to move sideways and may only grow
modestly...Nikkei -0.08% Hang Seng +0.64% Shanghai +0.24%...
Eur$ 1.3466 S&P -0.01% EuroStoxx -0.31% FTSE -0.22% Dax -0.19% SMI -0.19%
Macro
- U.S. Air Traffic Errors Rose Almost 50% in Fy13: WSJ Link
Keep an eye on :
- ABBN VX : ABB 2Q Income From Operations $1.05b, Est. $1.07b
- AF FP : suspend Flight to Tel Aviv
- AKZA NA : Akzo Nobel Says Operating in Volatile Market
- ALO FP : Alstom 1Q Sales Misses Ests.; Says Can’t Give Current Yr Targets
- BES PL : Banco Espirito Santo Says Goldman Sachs Holds 2.27% Stake
- BLT LN : BHP Rises to Near Five Month High as 4Q Output Tops Ests.
- BMW GY : Brilliance (1114 HK) -3% --> -ve BMW
- BN FP : Danone Started Strategic Review, WSJ Says (Earlier)
- DAI GY : Daimler 2Q Profit Beats, Rev. In-Line; Outlook Confirmed
- DAAI GY : Daimler May Invest >EU3b If German Workers Concede: Handelsblatt
- DECB BB : Deceuninck 1H Ebitda Misses Ests. as Weak Lira Erodes Margin
- DBK GY : Deutsche Bank Criticized by New York Fed on Reporting: WSJ -- >-3% in NY compared to European Close
- EZJ LN : Easyjet Suspends All Flights to Tel Aviv for Next 24 Hours: Sky
- EFGN VX : EFG 1H IFRS Loss CHF6m, Hurt by Non-Recurring Legal Charges
- OTE1V FH : Weir Group could be interested by the company (€12/share vs 7.635 (+57%) after failing to tied uo with Metso
- Prada (19143 HK) +3.95% --> could help Luxury
- PRS SM : Prisa CEO Abril-Martorell Resigns; Co. to Increase Capital
- REP SM : Repsol Said to Explore Bid for Talisman Energy After YPF Payout
- RLIA SM : Realia 1H Net Loss EU18.5M Vs EU28M Loss a Yr Earlier
- RNO FP : Renault to Supply Fiat With Light Utility Vehicle
- RIEN SW : Rieter 1H Sales Rise 9%, Sees 2014 Ebit Increase
- SAP GY : SAP Gives Omnicom Global Communications and Advertizing Contract
- SEV FP : Suez Environnement Issued 8 Mln New Shares to 16,519 Employees
- SSABS SS : SSAB 2Q Profit Tops Est.; Sees Better Demand in North America
- STM FP : STMicroelectronics 2Q Sales, Gross Margin In Line
- SYNN VX : Syngenta Cuts Target for FCF Before Acquisition to ~$1.3b
- TEL NO : Telenor 2Q Sales, Ebitda Beat, EPS Misses; Keeps FY Forecast, Raises Ebitda Margin Forecast, Sees Lower Capex
- VIE FP : France’s Royal Plans Social Tariff for Water, Le Parisien Says
- VOD LN : Vodafone Shareholders Should Oppose Pay Policy, PIRC Says