US Market closed higher, pushed by PMI datas from China(Man. PMI ahead but output employment below) and Germany, good results from Us BLue Chip helped also the mkt, 3M+4,4% CAT +5%, Energy & Crude Oil traded higher. Volume were ahead of average @ 796mil shares...VIX @ 16,53 -7,50%...US After Hours RUBI +19.2%, N +3.9%, MSFT +3%, TESS -15.6%, AMZN -10.7%, P -7.9% following earnings/guidance..Ebola concerns have resurfaced with a vengeance, initially spoiling about a third of a steep rally in the final hour of US trading session and subsequently turning back risk flows in Asia. one new case in NY and in Mali. China released another troubling report on the housing sector, with property prices rising y/y in just 10 out of 70 cities vs 48 in the prior month. M/M declines across the all-70 locations maintained their trend of -1.0%, Conference Board released its China Sept economic index. Despite another modest rise, resident CB economist warned that "sharp weakening in demand for both bank credit and real estate point to sluggish private investment in the last quarter of 2014." Nikkei +1% Habg Seng -0,16% Sganghai +0,28%
Eur$ 1,2659 S&P -0,36% EuroStoxx -0,53% FTSE -0,39% DAX-0,48% SMI -0,20%
Macro :
- Bank of Spain's Linde Warns on Europe Risks: Voz De Galicia {NSN NDXPQW6JTSEA <go>}
- Oettinger Says EU Needs Telecommunications Mergers: Handelsblatt {NSN NDXOBQ6JTSEG <go>}
- China Sept. New Home Prices Fall M/m in 69 Cities; 68 in Aug.
- EU Commission can advance up to $1B for Ukraine to pay Russia gas bill in near-term
Keeep an eye on :
- ABI BB : Dinan hope Bud will pursue Sab Miller, see 50% upside for TAP on BUD/SAB Deal
- AI FP : Air Liquide 3Q Revenue EU3.80b, Estimate EU3.85b
- CS FP : Axa Says 9-Month Sales Stable; Up 2% Excluding Currency Swings
- BAS GY : BASF Expects 4Q Environment to Stay Volatile, Challenging
- BELG BB : Belgacom Raises Adj. Ebitda Forecast as 3Q Rev., Net Beat Ests.
- BKIA SM : Bankia Sells EU772m Loan Portfolio
- BMPS IM : BMPS fails ECB stress test - IlMessagero
- BP/ LN : BP Shouldn’t Get New Trial on Spill Ruling, Halliburton Says
- CABK SM : CaixaBank 9M Net EU466m Vs EU458m Year Earlier
- DTE GY : D.Telekom resumes search for T-Mobile US buyer; America Movil, Google and Dish mentioned -- Manager Mag
- DBHN GY : Deutsche Bahn to Pay Govt Increased Dividend: Rheinische Post
- EDF GY : French Electricity Prices to Increase 2.5% Nov. 1: Les Echos
- EI FP : Essilor 3Q Rev. EU1.42b; Est. EU1.43b; Reiterates Target
- ENRO SS : Eniro Says Co. Not in Violation of Any Part of Loan Agreement
- KAR GY : Karstadt to Close 6 Shops, 20 More Under Scrutiny: derwesten.de
- KER FP : Kering 3Q Total Sales, Puma Beat Ests.; Gucci Sales Lag, Kering Names Merinda Yeung as Head of Gucci China Operations
- UG FP : Peugeot Plans to Cut 100 Jobs at Poissy Plant: Le Parisien
- RIO LN : Rio May Have 10%-20% Value Uplift on Alcan Spin Out: Citi
- SAFT FP : Saft 3Q Rev. Up 2.3%, Slower Than in 1H; Year Forecast Affirmed
- SGO FP : St Gobain 3Q Sales EU10.37b, In Line With Estimates, to Accelerate Cost-Cutting Program
- SPRT LN : : Spirit Pub Received, Rejected Prelim. Approach From C&C
- TIT IM : Telecom Italia May Extend Argentina Stake Deal 30 Months: Sole
- HO FP : Thales 3Q Rev. Rise 2% to EU2.72b., FY Targets Confirmed
- TSCO LN : Tesco Cut to BBB- From BBB by Fitch, Outlook Negative
- TLG GY : TLG Immobilien Places Shrs at EU10.75, Bottom of IPO Range
- TSLA US : Toyota confirms it has sold part of its stake in Tesla; does not disclose timing, amount
- UCB BB : UCB 9-Month Rev. EU2.647b; Est. EU2.63b; Confirms 2014 Outlook
- UL FP : Unibail-Rodamco 9-Mo. Rev. EU1.4b vs EU1.28b Y/y
- DG FP : Vinci 3Q Rev. EU10b vs Est. EU10.4b; Forecast Unchanged
- VOLVB SS : Volvo 3Q Op. Profit, Rev. Beat Ests.; to Review Core/Non-Core, Increasing Cost Cuts; 3Q Truck Orders Rise 14%