Dow+0.93% S&P+1.19% Nasdaq+1.45% Russell+2.09% VIX 14.15 (-6.10%)
US Market closed higher for the first trading day of November. China Manuf. PMI miss didn't help the mkt to perform in Asia but sentiment turned more bullish in europe and even better in the US. IBB +3.9%, Healthcare +2.1%, Energy +2.4% even if Crude oil traded lower @$46.12/bbl. financials (+1.5%) and industrials (+1.2%) also displayed relative strength, but technology (+0.9%), consumer discretionary (+0.5%), and consumer staples (+0.6%) lagged. Volume were in line with average with 845mil shares. US After Hours NLS +11.1%, ONDK +11%, LMNX +11%, QLYS -11.2%, FIT -9.1%, CAR -8.5% following earnings/guidance, ZSAN +10% on+ve Phase 1, ATVI to Buy KING for $18/share, +15.8% vs yest close. Tokyo markets were closed for holiday and China held steady, but the focus for the session was on Australia and the close call for today's RBA rate decision. ANZ Economist forecast another RRR cut before the end of the year as a possibility. Japan Center for Economic Research (JCER) also put out its estimated for Sept GDP falling into a contraction for the first time in 4 months, driven by a 0.5% drop in consumer spending.
Nikkei Closed today Hang Seng +1.08% Shanghai -0.23%
Eur$ 1.1026 JPY 120.66 CNY 6.3373 GBP 1.5428 ERUCHF 1.0876 RUB$ 63.79 WTI $46.17 (+0.04%)
S&P -0.08% EuroStoxx Dax SMI FTSE +0.40%
Macro :
- ECB’s Villeroy: Commitment to Active Monetary Policy Is Strong
- French Air Crash Investigator Sends Second Team to Egypt: AFP
- Bernstein Initiates With Positive View on European Equities
Keep an eye on :
- ABI BB : Molson Coors Said in Advanced Talks to Buy SAB’s JV Stake: FT
- ADP FP : ADP 3Q Sales Miss Est., FY Targets Reiterated
- AIR FP : Air France Met Friday With Biggest Pilots Union SNPL: AFP
- ATC NA : Altice Media acquires Strategies, Coiffure de Paris, and Cosmetique Mag magazines - Le Figaro
- AMAG AV : AMAG 3Q Net Drops 32% on Aluminium Prices; Outlook Adjusted
- BG/ LN : *SHELL BG TRANSACTION ON TRACK FOR COMPLETION IN EARLY ’16
- BMW GY : BMW 3Q Profit Beats Est.; FY Forecast Confirmed
- COFA FP : Coface 9-Month Net EU98.3M Vs Restated EU103m
- CBK GY : Commerzbank to Name Chromik Risk Chief: Handelsblatt
- CSGN VX : CS Said to Name Seth Head of EM for Inv. Banking, Cap. Mkts: FT
- DSMA NA : DSM 3Q Sales, Ebitda Slightly Beat Ests.; Confirms 2015 Outlook
- DUE GR : Duerr 3Q Sales, Operating Ebit Rise; Increases 2015 Forecasts
- DUFN SW : Dufry 3Q Rev., Ebitda Beat Ests.; Nuance Integration on Track
- FPE3 GY : Fuchs Petrolub 3Q Sales Miss Ests.; Reiterates 2015 Outlook
- GSK LN : Pfizer spurned by GSK before Allergan talks http://on.ft.com/1Rqr7NN
- BOSS GY : Hugo Boss Sees 4Q Gross Margin Improvement, Reiterates Forecast
- ICAD FP : Icade Sante Buys 16 Clinics for EU606m
- IFX GY : Infineon Said to Be Frontrunner to Land Fairchild Semi
- KCO GY : Kloeckner Misses 3Q Targets as Prices Fall, Demand Slows
- MMB FP : Lagardere Studios could raise EUR 100m via 30% stake sale - Les Echos
- OCY NO : Ocean Yield 3Q Net Income Misses Est.; Declares 15.75c/Share Div
- PFV GY : Pfeiffer Vacuum 3Q Sales Rise 17%, EPS Up 44%; Confirms Outlook
- PNL NA : PostNL Sees Gradually Improving Results From 2016-2020
- RNO FP : Nissan to Contribute EU524m to Renault’s 2H Net Income
- CFR VX : Cartier CEO Said to Be Off Work Due to Illness, Reuters Says
- UBSN VX : UBS 3Q Net Income Beats Estimates; CET1 Ratio 14.3%, UBS CEO Says Outlook Remains ‘Very, Very Challenging’: CNBC
- VIV FP : Vivendi Says Not in Talks With Partners on Telecom Italia Bid
- VOW3 GY : Volkswagen Put ‘Defeat Devices’ on 3L Engines, EPA Says
- VOW3 GY : Volkswagen Ordered to Meeting by California on New Violations
- VOW3 GY : VW Denies EPA Claim Alleging Manipulation Software in V6 Engines
- VNA GY : Vonovia 9M FFO Per Share Rises 14%, Co. Raises 2015 Forecast