US MArket closed little change, started to rally after Q3 GDP but moved lower after weakness in the energy sector (-1.6%) following meeting with some OPEC members and no decision to reduce output...cude -2.2% @ $74.09/bbl..OPEC Meeting today...Cons. discr. leaded after few names reported earlier...AAPL -0.86% ...Volume were ahead of average @ 830mil shares...VIX @ 12.25 -2.93%...US After Hours BLOX +7.8%, VEEV +7.2%, VNET -14.0%, CTRP -5.6%, TIVO -2.0%, HPQ -1.3% following earnings/guidance...Asian indices were bid up in the wake of new highs on Wall St, as investors cheered both the much better than expected US Prelim GDP and renewed easier bias of the PBoC...In Japan, the more dovish BOJ board member Shirai reiterated she would prefer that the time span to reach the 2% inflation target was extended so as not to hurt consumers. Shirai also noted domestic economy does continue a moderate recovery, expecting consumption and CAPEX to improve further...Nikkei -0.14%...Hang Seng +0.27%.
Eur$ 1.2481 S&P +0.16% EuroStoxx +0.56% Dax +0.59% SMI +0.35%
Macro
- China to Remove Retail Price Ceiling on Drugs: Securities News
- CSR, NN Group to Join Stoxx 600; Fugro, Afren to Exit
- EU’s Oettinger Says Google Breakup Won’t Happen on His Watch
Keep an eye on :
- AF FP : Air France Plans Six New Transavia Lines in 2015: La Tribune
- AFR LN : to exit SXXP
- AMS SM : Air France-KLM Enters Hedging Transaction on Half Amadeus Stake
- AMS SM : Deutsche Bank Selling 6.18m Amadeus IT Shrs, 1.4% Stake
- STS IM : Insigma May Ally With Xinzhu on AnsaldoBreda Bid: Corriere
- AV/ LN : Aviva Said to Shut Down U.S. Hedge Fund Arm by Year-End: WSJ
- AZN LN : Amgen/Astra Psoriasis Drug Works in Third Phase 3 Study
- BARC LN : Barclays Wealth Sees Asia Rev Doubling by 2019: Business Times
- BNP FP : BNP Paribas Granted Another Sentencing Delay Until February
- BT/A LN : BT Shareholders Back GBP10b Mobile Acquisition Plan: Telegraph
- AN FP : Canal+ Accord With French Cinema Delayed to 2015: Les Echos
- CGG FP : CGG-Technip merger favoured by French government - Les Echos
- COLR BB : Colruyt 1H EPS EU1.19 Beats Ests. on Parkwind, Lower Tax Bill
- CSR LN : to join SXXP
- AM FP : Dassault Falcon Service to Build Repair Facility in France
- DPW GY : Deutsche Post does not rule out buys; could target start-ups
- OL SM : Ole Bid for Deoleo Shrs Approved by Spanish Market Regulator
- DVR LN : De Vere Sells Village Hotels Chain to KSL for GBP485m: FT
- ENEL IM : Enel Exercises Greenshoe, Sells 30.3m Endesa Shrs at EU13.50/Shr
- ENEL IM : CEO: Seeking savings of €1.6B from maintenance over next two years
- EOAN GY : EON Has 6 Binding Bids for Italy Assets, Boersen-Zeitung Reports
- ESS PL : Espirito Santo Saude 9m Net EU14.2m vs EU9m Y/y
- FLG LN : Friends Life Held Talks With Phoenix in Past Months: City A.M.
- FUR NA : to Exit SXXP
- ICL IS : Israel Corp. Shareholders to Vote on Separation Plan Dec. 31
- ILD FP : Bouygues Files Case Vs Free at Paris Commerce Tribunal: Echos (article sent yesterday)
- KWS GY : KWS Saat 1Q Sales Rise 8%, Net Loss Widens; Adjusts Sales Target
- LHA GY : Lufthansa Rival Volga-Dnepr to Expand German Cargo Network
- MAIL LI : Qiwi Buys Money.Mail.Ru From Mail.Ru; Deal Terms Not Disclosed
- MS IM : Mediaset Says No Specific Interest for Internet Co. Tiscali
- ODL NO : Odfjell Drilling 3Q Ebitda $84m vs $103m
- ONTEX BB : Ontex 3Q Adj Ebitda Up 8.6% to EU49.0m; Rev. up 5% to EU398.4m
- PTC PL : PT Portugal: CTT could take 20% stake in Bain Capital-Apax Partners consortium - Diario Economico
- SMDR LN : Sona Executives to Meet Salamander Next Week on Thai Deal: NST
- HO FP : Thales to Name Logak as Interim CEO, Les Echos Says
- THULE SS : Thule Sets IPO Price at SEK70; Trading Starts in Stockholm Today
- UBSN VX : UBS Says 90.4% of Shares Tendered in Swap for UBS Group AG
- ZAL GY : Zalando 3Q Ebit, Net Loss Narrows, Sees Profit in 2014