Dow +0,86% S&P+0,61% Nasdaq+0,90% Russell+0,75%
US MArket closed on Record levels, PBoC cut & Eco data helped the sentiment, we saw some rotation out of treasury into equities...few deal announced NXP/FSL & HPW/ARUN...oil prices had a roller-coaster ride, trading below $49.00/bbl early, moving back above $51.00/bbl later, and then ultimately settling pit trading down $0.17 at $49.59/bbl...VIX -3,2% @ 12,92...volume were below average @ 740mil shares. Influential PM Abe advisor Honda warned against potential overheating of the economy as a result of overly aggressive BOJ policy, presumably in attempt to forestall additional policy easing. Honda said the BOJ should not react to lower oil prices weighing on inflation. Separately, a Nikkei report citing QUICK Corp survey saw about 90% of respondents calling for the BOJ to change the time frame for achieving 2% inflation and over 50% for the BOJ to make the deadline vague and push it back. Meanwhile, Japan labor cash earnings - a closely watched inflation indicator - saw yet another negative y/y print on inflation adjusted basis headed into the key spring wage negotiations. In Tokyo equities, Sharp was a big mover to the downside following fresh press reports of impending reorganization and plant closures due to capital needs.
Nikkei-0,06% Hang Seng -0,37% Shanghai -2,25%
RUB $62,46 WTI $49,94 EURCHF 1,0723
Eur$ 1.12 S&P -0,085% EuroStoxx +0,14% Dax+0,18% SMI +0,25%
Macro :
- Greece Will Make Reform Proposals, Deputy PM Dragasakis Says
- Swiss GDP Expands 0.6% Q/q in 4Q; Est. Expands 0.3% Q/q
Keep an eye on :
- AIR FP : Airbus Safran Launchers Says EU800M Needed for Ariane 6: Tribune
- ALO FP : Marubeni, Alstom to Win Order for Thai Power Plant: Nikkan Kogyo
- BMPS IM : Paschi Board to Meet Wednesday on Cap. Increase: Messaggero
- BMSA GY : Braas Monier 4Q Sales Fall 3.3%, Op Ebitda Up 12%; Pays Div.
- BPI PL : CMVM Asks Banco BPI Shareholder Dos Santos to Clarify Rumors
- CABK SM : CaixaBank Targets 12-14% ROTE From 2017, May Pay Extra Dividend
- EVK GY : Evonik 4Q Adj. Ebitda EU442m vs EU375m
- GFJ GY : Gagfah 2014 Adj. Ebitda Rises 4.3% to EU350m
- GAM SW : GAM Holding Says FY Investment New Money Inflows CHF2.4b
- HEI GY : Heidelberger Buys European Group PSG; Purchase Price Undisclosed
- LG FP : Socam Sells Lafarge Shui On Cement Shrs for HK$2.55b to Lafarge
- MERL LN : CVC, Blackstone Funds Selling 156.5m Merlin Entertainments Shrs
- MRW LN : Morrison Ready to Cut Dividend, FT Reports
- RWE GY : RWE to Pay EU1 Dividend for 2014, Rheinische Post Reports
- SAF FP : French Government Selling 16.5 Million Shares in Safran: Terms
- SIE GY : Siemens Picks Meixner to Head Power, Gas Unit: Manager Magazin
- STAN LN : Standard Chartered Said to Pay ~GBP715m in Bonuses for 2014: Sky
- STERV FH : Stora Enso CFO Sees Ability to Pay Dividends Improving Next Year
- TEC FP : Technip Wins Brazil Contract Worth More Than EU500m
- VK FP : Vallourec Possible Target for Tenaris, NSSMC: Macquarie(Earlier)
- VIE FP : Groupama Selling About EU485m in Veolia Shrs at EU17.09-Market
- VOW3 GY : VW Two-Month Global Deliveries Exceeded 1.5 Million Vehicles