>>> What to look at today - 8th of October 2014

US Market closed on the lows, Small Caps leaded the move, Disapp. Ind. Prod. numbers in Germany, biggest dropin 6y, after that IMF lowered its 2015 Global growth from 4% to 3,8%. Energy was down 1,3% with crude still trading lower...Industrials was the worst performers -2,4%, Utilities was one of best perf -0,1%...SOADA -21,9% after guiding down, AGCO -10,6% after disapp. earning...VIX @ 17,20 +11,25%...Volumes were ahead of Average with 770mil shares...US After Hours YUM +0.8%, TILE -15.6%, MG -1.0%, LNDC -0.3% following earnings/guidance...In Japan, GPIF panel adviser Ito said 20-25% of assets should be dedicated to Japan stocks, forecasting the portfolio change announcement to come some time in December...In shanghai Investors cheered press speculation the PBoC could expand targeted rate cuts while shrugging the HSBC Services PMI sliding from last month's 17-month high. Nikkei -0.96% Hang Seng -0.82% Shanghai +0.34%

Eur$ 1.2634 S&P +0.06% EuroStoxx -0.75% FTSE -0.48% DAX -0.62% SMI -0.49%

Macro
- Fed's Dudley: Mid-2015 Lift-off Is `Reasonable View to Me'


Keep an eye on :
- AIR FP : Airbus Exploring Sale of Up to 10% of Dassault Aviation
- AIR FP : FAA Sees Safety Approval for Airbus A350 by End-October: Reuters
- AF FP : Air France-KLM Says Pilot Strike May Cut 2014 Ebitda by EU500m
- AREVA FP : Areva to Sell Assets Worth EU450m by End of 2016
- RCUS BB : Arseus 3Q Rev. Growth 34.1%; Keeps Rev., Profit Margin Targets
- BAMNB NA : Royal BAM to Cut About 650 Jobs, Mostly in Netherlands
- BARC LN : Barclays looking to sell some of its Italian branches
- BBVA SM : BBVA Proposes Insurance Alliance With Corte Ingles: Expansion
- BOL FP : Bollore Could Build Telecom Italia Stake to as Much as 20%: MF
- BN FP : Russia May Not Cut Subsidies on Raw Milk Production: Kommersant
- DBK GY : Deutsche Bank Said to Weigh $2b Sale of U.S. Real Estate Loans
- DTE GY : U.K.’s EE Said to Introduce TV Streaming on Set-Top Box: Sky
- DTE GY : Deutsche Telekom Stops Production of Encrypted Phone: NDR Info
- EDF FP : EU Plan to Approve U.K. Aid for Nuclear Plant Faces Opposition
- EOAN GY : EON Sees Rising Demand for Natgas Motor Fuel in Germany
- ESS PL : UnitedHealth Offers EU5/Shr for 51% of ES Saude
- EO FP : Faurecia to Cut 128 Jobs in Les Vosges, France, Echos Says
- GLEN LN : Glencore Only Likely to Pursue Rio If Nil Premium Deal: UBS
- GXI GY : Gerresheimer 3Q Adj. Ebitda, EPS Miss Ests.; Cuts 2014 Outlook
- GOLG NO : Knightsbridge Shipping, Golden Ocean to Merge
- ING NA : ING Plans to Repay Last Tranche State Aid This Yr, CEO Tells FD
- LG FP : Reportedly two construction materials industry groups are looking at Lafarge-Holcim assets valued at up to €7B
- NOVN VX : Novartis Says 3 Division Heads Leave After GSK, Eli Lilly Deals
- ORA FP : Orange in Talks With TF1, Canal+ to Rival Netflix, Figaro Says
- SAP GY : SAP Starts Job Freeze Until 2015 to Cut Costs: Boerse Online
- SCMN VX : Swisscom Works With UBS on Possible Fastweb Sale: Reuters
- TIT IM : Telecom Italia Brazil Unit May Boost Investment, Reuters Says
- TIT IM : Bollore Could Build Telecom Italia Stake to as Much as 20%: MF
- VIV FP : Vivendi looks to substantially increase stake in Telecom Italia 
- VOD LN : Vodafone said to still be interested in purchasing Fastweb in Italy