US Market ended strong week on Flat note this Friday, Oil & Materials did ok, Tech & Financial were lagging, TWTR Reverse Thu. Move after Mcquarie dwg (-13%) on 60mil shares traded (After +.478% on 82.7mil shres on thu)..VIX @ 12.46 +1.05%...Light volume @ 308mil shares on the Nyse...ECB Pres Draghi interviewed in German press over the weekend, reiterating the absence of evidence of deflation would keep the ECB on the sidelines with no further cuts to is main interest rate...Japanese press speculating Toyota's FY results would top estimates, helped by weaker yen rates than the ¥92-97 range conservatively estimated when the company last offered FY13/14 guidance...FT interview with IMF's Lipton noting Japan GDP would likely be upgraded for the coming year; Lipton saw the first arrow of Abenomics - monetary policy - delivering results in 2013, but also calling for the start of fiscal and structural changes as intended in the remaining "arrows"...Nikkei+0.69%
New tensions between Japan and China over disputed islands, pushed Chinese to make some agressives comments about Japanese aggressive expansionary monetary policy...Shanghai -0.05%...
Eur$ 1.3736 S&P Fut Flat European fut +0.26%
Keep an eye on :
- Italian Banks : Creditor banks have signed the final accord with holding company Carlo Tassara agreeing to restructure €2.0B debt, Tassara will sell all its stakes including 1.7% Intesa, 1.4% of UBI, 1.1% of Monte Paschi, 1.2% of Mediobanca, 2.5% of A2A, and 0.7%of Generali
- AF FP : Barron's Article on Air France, mentioning potential 25% upside potential
- AZA IM : Alitalia Investors to Meet Mid-Jan. on Board, By-Laws, MF Says
- BMPS IM : Paschi Capital Increase Delay May Lead to Alternative Plan: Sole
- BMPS IM : Monte Paschi Capital Increase Can’t Start Before May 12: Profumo
- BMPS IM : Monte Paschi's Profumo, Viola Should Stay, Mansi Tells Corriere
- BMW GY : CFO Eichiner said demand for i3 electric hatchback has been above expectations
- BOOHOO : U.K. Online Fashion Retailer Boohoo Plans GBP500m IPO, Mail Says
- BSS IM : Biesse Seeks Revenue Boost From Overseas Sales: Il Sole 24 Ore
- CAMELOT SS : Camelot CEO Receives 2.1m Pound Payout Through Unit, Times Says
- HEN3 GY : Henkel’s Rorsted Sees Few Acquisition Options, Handelsblatt Says
- HNR1 GY : Hannover Re’s Wallin Sees Falling Rates in 2014, Welt Reports
- LLOY LN : U.K. May Sell Remaining Lloyds Stake in 2014: Telegraph
- ROG VX : Roche CEO Schwan Says Oncology, Immunology Growing in Basel: SZ
- SAN FP : Sanofi Does Not Anticipate Lemtrada to be Approved by End March, Plans to Appeal FDA Decision
- SHBA SS : Handelsbanken May Open 15-20 New Danish Branches, Borsen Reports
- SIE GY : Siemens CEO Aims to Match Industry’s Capital Efficieny, FAS Says
- STL NO : Statoil Resumes Production at Statfjord A Platform: Reuters Link
- STMN SW : Straumann CEO Won’t Rule Out Large Acquisitions: NZZ am Sonntag
- UHR VX : Swatch Group CEO Says Heart of ETA Factory Damaged in Fire: AZ
- UNI IM : Unipol-Fondiaria Merger Deed to Be Signed by Year-End, Sole Says
- VOLVB SS : Volvo Cars to Recall About 31,000 S60 Sedans on Oil Monitoring
- VOW3 GY : Volkswagen Risks Losing EU2.2b Military Truck Deal, Spiegel Says
- VOW3 GY : CEO Winterkorn raised concerns about dispute between Man SE and Scania units - German PressThe official believes that the dispute could put a €2.2B contract at risk between Rheinmetall and Man.
- VPK NA : Announces expansion plan for Horizon Fujairah