>>> What to look at today - 26th of January 2017

Dow +0.78% S&P +0.80% Nasdaq +0.99% Russell +0.97%
US Market Closed higher setting new records. Financials +1.7%, followed by industrials (+1.0%) and technology (+1.1%) with the latter benefiting from a 1.5% increase in the PHLX Semiconductor. Energy (+0.6%) underperformed its cyclical peers, as crude oil finished 0.7% lower at $52.76/bbl. On the countercyclical side, real estate (-0.6%), telecom services (-0.2%), and utilities (unch) all finished in the red, while health care (+0.9%) bucked the trend. US After Hours EBAY +9%, NOW +6.5%, XLNX +3% higher on earnings/guidance... MAT -11%, MCK -6% (weighing on PBM names), FFIV -5%, LVS -4% (hitting Macau peers), QCOM -4% lower following earnings/guidance. ASian Markets are following US move and trading highers.

Nikkei +1.81% Hang Seng +1.30 CSI +0.34% Shanghai +0.26%

Eur$ 1.0744 CNH 6.8291 CNY 6.8806 JPY 113.68 GBP 1.2643 CHF 0.9989 RUB 59.50 WTI$ 53.13 +0.72%

S&P +0.19% EuroStoxx +0.27% FTSE +0.21% DAX +0.38% SMI +0.72%

Macro :
- Trump Moves to Act on Border Wall, Crack Down on Immigration

Keep an eye on :
- ATLN VX : *JOHNSON & JOHNSON TO BUY ACTELION FOR $30B WITH SPIN-OUT OF NEW
- AIR FP : Germany Plans to Tax Airbus on Dubious Eurofighter Payments: SDZ
- BMPS IM : Paschi Says It Issued State-Guaranteed Bonds for Total EU7b
- CSGN VX : Credit Suisse Said to Consider Dublin Expansion as Brexit Nears
- ATE FP : Alten 4Q Rev. Jumps 13%; Co. Forecasts Organic Growth in 2017
- EDF FP : France’s RTE Says Power Supply Margin Was Thinnest Today
- ERICB SS : Ericsson 4Q Net Sales Beat Highest Est.; Adjusted Profit Beats
- G IM : Generali Owns 3.376% of Intesa Sanpaolo: Italy Stock Regulator
- G IM : Generali’s Minali to Step Down as CFO; Board Names Luigi Lubelli
- GAS SM : Gas Natural to Bid for Mexico Contracts: El Economista
- NDA NO : Nordea CEO Sees No Need to Change Bank’s Dividend Policy
- PLT IM : Parmalat 2016 Ebitda EU459.2m, Sees Uncertanties in LatAm
- SKY LN : Sky PLC Says It’s Not Renewing Content Deal With Discovery
- SCRG SW : Switzerland’s Sunrise Said to Weigh Towers Sale to Boost Growth
- SLIGR NA : Sligro 2016 Ebitda Drops, Sees Pick Up Market Sectors in 2017
- SOI FP : Soitec 3Q Rev. EU63.1M; Confirms FY Ebitda Margin Goal
- STM FP : STMicroelectronics Sees Momentum Continuing As 2017 Starts
- TELE@ SS : Tele2 4Q Net Sales Beats Est. as Dutch Subscribers top 1m
- TOD IM : Tod’s 2016 Total Sales EU1b; Est. EU1.01b, Tod’s 2% Revenue Miss in 4Q Offset by Patent Box Tax Accord: RBC
- UNA NA : Unilever 4Q Underlying Sales Growth Misses; Core EPS in Line
- WOL AV : Wolford Revises Full-Year Guidance on Revenue Decline of 8%