Asia equities down slightly again as divergence from modest increases in US indices continues; Nikkei225 the biggest decliner on stronger JPY. USD was under added pressure on Friday while yields on the longer-end of the curve come in more notably; GBP also falls by as much as 80pips on UK press report that Scotland is preparing to call for another referendum when PM May triggers article 50 next month. AUD briefly rises after Q4 corporate profits data. Ahead of US President Trump's address in front of Congress on Tuesday, Treasury Sec Mnuchin says the cabinet will not call for social spending program cuts but will seek sharp increase in defense funding.
Nikkei -0.91% HAng Seng -0.46% CSI -0.66% Shanghai -0.65%
Eur$ 1.0566 CNH 6.8629 CNY 6.8749 JPY 112.11 GBP 1.2419 CHF 1.0077 RUB 58.0052 WTI$ 54.31 +0.59%
S&P +0.07% EuroStoxx +0.25% Dax +0.19% FTSE +0.28% SMI +0.14%
Macro :
- Trump to Ask for Sharp Increases in Military Spending Mon.: NYT
- Banks Near Decision on Post-Brexit EU Hubs: Boersen-Zeitung
- Sweden Aims to Propose New Bank Tax Before 2018 Elections
- Italy Backs Brexit Talks Once U.K. Assures on Exit Bill: FT
- London-Shanghai Stock Connect May Start Soon: Global Times
- Moody's affirms German credit rating at AAA
Keep an eye on :
- ABN NA : Nordea unlikely to be interested in ABN Amro again
- AZA IM : Alitalia to Cut Up to 4,000 Jobs as Part of New Plan: Messaggero
- AAPL US : Berkshire’s Average Purchase Price for Apple Was $110.17
- ARAMCO IPO : Mitusbishi Fin. Said to participate in underwriting Saudi Aramco IPO - Nikkei
- BMW GY : BMW Said to Mull German Electric Mini Production Post-Brexit: HB
- BRK/b US : Berkshire Hathaway 4Q Oper EPS $2,665, Est. $2,717
- CLN VX : Clariant Isn’t a Takeover Target, CEO Tells FUW
- DBK GY : Deutsche Bank to Conclude Most Large Legal Cases in 2017: FAS
- DOW US : Berkshire Booked $1.2 Billion Gain on Dow Conversion, Sold Stake
- EDF FP : EDF Closed Hinkley Point B Unit for Maintenance Yesterday
- EDL FP : Disneyland Added EU68b to French Economy in 25 Years: Figaro
- FCA IM : Fiat Chrysler Says U.S. Unit Prepaid $1.8b Term Loan
- FCT IM : French Industry Minister says Fincantieri must have less than 50% stake in STX France
- JMT PL : Jeronimo Martins watchful of acquisitions in existing and neighbouring countries
- KATE US : Michael Kors, Coach Seen in Kate Spade 2nd Round Auction: Rtrs
- LHN VX : LafargeHolcim Shares Could Rally 25%, The cement giant has been a roll, thanks to cash generation and stronger markets. Returning cash to shareholders could help, too. - Barron's
- LMN SW : Lastminute.com Sees Plenty of Acquisition Options in Europe: FUW
- LIFE SW : Lifewatch in talks with alternative buyers in attempt to prevent takeover by Aevis Victoria
- IAM FP : Maroc Telecom 2016 Ebitda Up 1.0% From Prior Yr to MAD16.9b
- NESN VX: Nestlé Shares Could Rise by 16%, It’s a high-quality company that is trading cheaply because of political and economic worries in Europe - Barron's
- NOKIA FH : Nokia to Supply Xiaomi With Fiber Optic Network
- NOKIA FH : Nokia’s Suri Says Network Gear Demand May Pick Up This Yr: Rtrs
- PLT IM : Parmalat offer by Lactalis ruled unfair to minority shareholders by advisor
- PNL NA : PostNL 4Q Underlying Operating Profit Falls 25%; Adjusts Outlook
- PRS SM : Amber Seeks Support to Replace Prisa’s Cebrian: El Economista
- REC BB : Recticel Sees Growth in 2017 Combined Sales, Combined Adj Editda
- RYA LN : Ryanair in Advanced Talks With Aer Lingus, Norwegian: NZZ
- SAN FP : Sanofi, Lonza to Invest $288 Million in New Biologics Facility
- SAX GY : Stroeer Can Spend Up to EU1b on Acquisitions: Euro Am Sonntag
- SAZ GY : Stada Starts ‘Structured Bidding Process’ for Company
- SOP FP : Sopra Steria 2016 Net EU150.4m; Est. EU143.2m
- TEF SM : O2 CEO Evans Says He Has Been Briefed to Prepare for IPO
- TEC FP : TechnipFMC 2016 Pro Forma Net Income $457.9 Million
- TSLA US : Panasonic Transfers Tesla Shares to Its U.S. Unit to Boost Ties
- UCG IM : UniCredit’s CIB Can Generate Growth Organically: Papa to Sole
- UNA NA : Dijsselbloem Says Unilever Shouldn’t Abandon Long-Term View