>>> What to look at today - 4th of November 2015

Dow +0.50% S&P +0.27% Nasdaq +0.35% Russell +0.46% VIX 14.54 ( +2.76%)
US MArket closed higher for a second day. Energy had another good day, trading up 2.5%. Crude +3.8% @ $47.90/bbl. Tech also had a good day. health care (-0.3%), telecom services (-0.4%), and consumer staples (-0.5%) lagged throughout the session. The health care sector struggled despite a modest uptick among biotech names, evidenced by a 0.3% gain in iShares Nasdaq Biotechnology ETF. consumer staples sector (-0.5%), which finished behind the remaining nine groups with Archer-Daniels Midland (ADM 43.15, -3.13) falling 6.8% in reaction to disappointing results. Volume were ahead of average @ 900mil shares. US After Hours FIVN +18.3%, DPLO +11.9%, TSLA +9.2%, GRPN -26.1%, ENPH -20.7%, FARO -16.3% X -12% following earnings/guidance...Asian Mkt started to rally on noise of PBoC Zhou saying the HK-Shenzhen stock connect will launch this year, but it looks like it was old comments so mkt came back.Also headlines on meeting between Taiwain & Chinese Officials, 1st time since 1949. Takata (7312 JP) -14% signs consent order & Penalty...Japan Post (6178 JP) .25.7%+ & Japan Post insurance (7181 JP) +55.9% on first day of Trading.

Nikkei +1.30% Hang Seng +2.42% Shanghai +4.12%

Eur$1.0952 CNY 6.3356 JPY 121.05 GBP 1.5425 EurCHF 1.0860 RUB$62.39 WTI $47.90

S&P +0.02% EuroStoxx+0.41% Dax+0.29% SMI+0.38%


Macro :
- France to Push Self-Employment Brought By Digital Economy: Valls
- Draghi: ECB Willing to Act to Maintain Monetary Accommodation
- Greek Bank Recap Must Be Done by Year End, Nouy Tells Ta Nea
- Nikkei India Oct. Composite PMI 52.6 vs 51.5 in Sept.
- Nikkei Japan Oct. Composite PMI 52.3 vs 51.2 in Sept.

Keep an eye on :
- ABI BB : AB InBev Said to Agree Bud Light NFL Sponsorship Extension: WSJ
- AIR FP : Russia Jet’s Black Box Said to Show No Talk of a Problem: WSJ
- ALPHA GA : Alpha Bank to Seek Nov.14 Holder Approval for Capital Increase
- ATC NA : Cablevision 3Q Rev. Misses Lowest Est.; HSD Net Adds +3k -->
- ATO FP : Atos 3Q Revenue Matches Estimates; Maintains 2015 Outlook
- SPR GY : Axel Springer 3Q Rev. in Line W/Est.; Raises FY Revenue Forecast
- BARN SW : Barry Callebaut Sees 4%-6% Avg. Vol. Growth Through FY18
- BSL GY : Basler 9m Pretax Profit Declines; Margin Drops to 13% vs 16%
- BMW GY : BMW Group U.S. Brand Oct. ’15 Sales Fell 3.8%
- BMSA GY : Braas Monier 3Q Sales Rise 3%, Sees 2015 Rev. Growth of 3%-4%
- BRBY LN : Burberry to Build New 50 Million-Pound Weaving Facility in U.K.
- DBK GY : DB Said to Plan for Thomas Patrick to Head Stock Trading: WSJ
- DRI GY : Drillisch Has Substantial Increase in Profit, Confirms Forecasts
- DSM MA : DSM Sets Ebitda, ROCE Growth Goals Through 2018, Plans Cost Cuts
- EVK GY : Evonik 3Q Adj. Ebitda Beats, Sales Miss; 2015 Outlook Confirmed
- FNC IM : Finmeccanica 3Q Rev Matches Est; Confirms FY Forecast
- GEN DC : Genmab Raises 2015 Rev., Oper. Income Views
- GBB FP : Bourbon Says Market Conditions Difficult as Clients Cut Spending
- HPG GY : Hapag-Lloyd Sets Price for IPO at EU20/Shr
- INGA NA : ING Group 3Q Net Income Beats Estimate; Group CET1 Ratio 12.3%
- LUN DC : Lundbeck 3Q Rev., Net Loss Meets Estimates; Keeps Rev. Forecast
- LUPE SS : Lundin Petroleum 3Q Ebitda Beats Estimate
- MC FP : Bulgari to Keep Focus on Luxury Watches and Jewelry, CEO Says
- MOR GY : MorphoSys 9-Month Revenues, Ebit Rises; Confirms Guidance
- MMT FP : M6 3Q Mixed; Beat Ests on Ad Growth, Weak Elsewhere, Nomura Says
- MPI FP : Ledbury Seeks to Block MPI-Maurel Merger Unless Bid Is Improved
- NOEJ GR : Norma Group 3Q Adj. Ebita Rises, Confirms 2015 Forecast
- ORP FP : Orpea 3Q Rev. Beats Estimates; FY Revenue Target Reiterated
- TPEIR GA : Piraeus Bank Targets as Much as EU4.9b From Share Cap Increase
- PAH3 GY : Porsche Says VW Shareholding in Co. Could Impact Earnings
- REC NO : Rec Silicon 3Q EBITDA Loss $14.1m on Higher Costs, Lower Prices
- SAB LN : SABMiller/AB InBev Said to Need Another Week Extension: FT
- SGL GY : SGL Carbon Outlook on 2016 ‘Significantly’ Impacted by Pricing
- SOP FP : Sopra Steria 3Q Organic Growth Up 3.2%; Confirms 2015 Forecast
- TEF SM : Telefonica to Announce Spain Revenue Increase: Confidencial
- THULE SS : Thule 3Q Adj. Operating Profit Beats Estimates
- VOS GY : Vossloh Sells Rail Vehicles Unit to Stadler Rail for Cash, Debt
- VOW3 GY : Volkswagen Sees Economic Risk at ~EU2b on CO2 Irregularities