US Markets posted modest gains, buy still positive perf...Tech still under pressure...Apple beat on the top and bottom line but shares fell about 1% in extended session, with Mac and iPad shipments missing estimates and margins turning slightly softer. Initial knee-jerk response was lower afterhours, before management alleviated concerns over margin pressure being the result of sequential increase in deferrals; Apple was also upbeat on iPad shipment growth. ...VIX @ 13.31 (+1.7%)...Brazil +1.70%...As speculated, the PBoC has resumed its open market operation activity due to rising money market rates, conducting its first liquidity injection in 2 weeks. Despite the initial rush in risk appetite, investors have presumably deemed the CNY13B operation to be too modest, as repo and Shibor rates hit fresh multi- week highs and Shanghai Composite quickly pared its opening gains...Japan retail sales increase at the fastest pace in 16 months as shoppers line up ahead of the rollout of the higher sales tax. JPY remains bid however, with all eyes now on the BOJ Outlook for Economic Activity and Prices report later this week...Nikkei Closed @-0.50%...Shanghai-1.25%
Eur$ 1.3785 S&P Fut Flattish, small-ve European fut -0.05% for now
Keep an eye on : - ALFA SS : Alfa Laval 3Q Net Beats, Sees 4Q Demand on Same Level as 3Q - APR FP : April 9M rev EU596M vs EU582M - ATLN VX : Actelion Reports Further Positive Data on Opsumit - BP/ LN : *BP 3Q ADJ. PROFIT EX-ITEMS $3.7 BLN; ANALYSTS EST. $3.36 BLN - CA FP : Carrefour in exclusive talks to acquire Coop Alsace (144 Stores) - DAB DC : DAB 3Q Profit After Taxes Drops; Bank Reiterates Forecasts - DBK GY : Deutsche Bank Reports Q3 Pretax profit €18M (includes €1.2B in litigation related charges)) v €642Me; Rev €7.7B v €7.66Be - DLG GY : Dialog 3Q Ebit Misses; Sees 4Q Sales of $270m to $295m - DSV DC : DSV 3Q Net Beats Est.; Keeps FY Outlook, No Shr Buy-Back in 4Q - GIL GY : (Gildemeister) DMG Mori Seiki 3Q Ebitda, Orders Rise; Raises Full-Year Forecast - EDF FP : EDF, Veolia in Advanced Talks on Ending Dalkia JV - ENEL IM : Enel CEO Confirms Debt Cut Target: Radiocor Link - FER SM : Ferrovial, S.A. Reports 9-month Net profit €485.2M v €475.7M y/y, Rev €5.93B v €5.65B y/y - FSA IM : Fondiaria Shrs Priced at EU1.735/Each in Placing, Terms Show - KPN NA : KPN Foundation to Decide on Stake in First Half of November - LIFE SW : LifeWatch Received 510 (K) premarket notification from FDA for VSP technology - LIN GY : Linde 3Q Operating Profit Beats Est.; Trims 2013 Profit Forecast - LLOY LN : on the tape.... - LOEK GY :Loewe bidder not interested in equity; talks expected to last till YE - ML FP : Michelin 3Q Rev. Misses Est.; Sees Higher 2013 Op Income, Says Currency Cut EU288m From 3Q Net Sales - NYX US : Michael Kors to Replace NYSE Euronext in S&P 500 - NOK1V FH : 3Q earnings; watch for NSN development, 12pm and NSN standalone report at 12:30pm - OERL SW : Oerlikon 3Q Ebit Beats Estimates; Confirms Sales, Order Forecast - RUI FP : Rubis 3Q rev fell 3% to EU684M - RWE GY : ThyssenKrupp to Invest About EU180 Mln in Duisburg in 2014: WAZ - SAABA SS : Saab 3Q Op. Profit SEK266m Vs SEK262m Y/y - SAB LN : SABMiller Zambia Unit Halts Plant After New Tax on Beer: Times - SPM IM : More Questions than Answers from Saipem Results: Morgan Stanley - STAN LN : Stanchart 3Q Income Down by Low Single-Digit Percentage on Year - STM FP : 2014 Likely Better Timeframe to Play STMicro Recovery: Bernstein - TEF SM : Spain Offering EU1.7b Government Media Contract, Expansion Says - TIT IM : EI Towers may bid for Telecom Italia's transmission towers (€1b) - TNTE NA : TNT Express still planning sale of Brazil operations - UBSN VX : UBSReports Q3 Net profit CHF577M v CHF601Me, Op Pretax profit adj CHF484M (incl CHF586M litigation charge) v CHF937Me, Rev CHF6.26B v CHF6.7Be - VIV FP : Vivendi to Buy Lagardere’s Canal Plus Stake for EU1.02b - WG/ LN : Wood Group Secures 2-Year Scottish Contract Extension From Shell - WLF LN : Wolfson Sees Revenue Growth Restrained Until 1H Next Year