US Market closed slightly postive, but still negative on the month, S&P-1,7% and Russel 2000 -3,1%, volume still light with 627mil shares traded...VIX @ 15,77 +1,48%...highest level since mid October...see demand for protection ahead fo next week FED meeting...China flash manufacturing PMI hits 3-month lows, missing estimates. HSBC economist did note the "index stands above the average reading for 3Q, implying that the recovering trend of the manufacturing sector starting from July still holds up."...Shanghai -1.59%...Japan quarterly Tankan PMI was stronger in terms of the current assessment but weaker in terms of outlook. Cabinet officials are cheering the strong data, while yen is rising, as dealers surmise the better data diminishes the outlook for further BOJ easing. In terms of positioning, latest CFTC net yen shorts are down for the first time in 6 weeks after hitting multi-year highs for 3 consecutive weeks...Nikkei -1.62%
Eur$ 1.3760 S&P Fut -0.41%...Euroepan Fut -0.20%
- Chinese spacecraft landed on the moon,
- Germany's SPD backs coalition with Merkel's CDU
- German Union Rejects EU Stance on Merkel Energy Policy: Bild
- Italy’s Deficit Very Close to 3% of GDP This Year: Saccomanni
>>> keep an eye on :
- ACS SM : ACS Puts 5% Iberdrola Stake, Yoigo Holding on Sale: Europa
- AREVA FP : Areva in Talks With UK on EPR Financing Terms, Echos Says
- AZA IM : Alitalia Should Avoid Etihad Deal, Lufthansa CEO Tells Corriere
- CA FP : Carrefour-Led Consortium to Buy Klepierre French Malls for EU2B
- DIA SM : Dia in Talks to Buy El Arbol Supermarkets, Expansion Says
- GLPG BB : Galapagos Selects Pre-Clinical Candidate for Cystic Fibrosis
- HMB SS: H&M Nov. Same-Store Sales Rise 10%; SME Est. Up 4%
- IBE SM : ACS Puts 5% Iberdrola Stake, Yoigo Holding on Sale: Europa
- LI FP : Carrefour-Led Consortium to Buy Klepierre French Malls for EU2B
- ORA FP : Orange May Take Minority Stake in Algeria’s Mobilis: El Khabar
- RNO FP : Renault-Dongfeng Venture to Introduce Vehicles in 1H 2016
- RSA LN : Sunday times report large invesstors asked to the co to put itself on sale
- TIT IM : BlackRock Says Total Telecom Italia Equity With ADRs 7.789%
- TIT IM : Tim Could Get $36/ADR, 17 Reais/Shr in Sale of Co. in 2014: BTIG
- VOD LN : T-Mobile US might attract Vodafone or Dish as rival bidders to Sprint
And if you missed some week end news :
- ALO FP : Alstom rejects Siemens as partner for Transport division; TMH (Russian) still a possibility - Challenges
- BMW GY : BMW North America Recalls 76,000 Cars Over Air Bag Defect: NHTSA
- BOL FP : Bollore Awarded London Electric Car Charging Contract: Parisien
- DTE GY / TMUS US : Sprint Working Toward Bid for T-Mobile US, Dow Jones Says
- EAD FP : EADS’s Astrium Unit Wins Order for 18 Ariane 5 ECA Rockets
- GE US : raised dvd by 16% (payable 27/01), annual outlook meeting next week, big focus on manufacturing M&A.
- JNJ US : J&J Said to Get 3 Diagnostics Bids of at Least $4 Billion Each
- KCO GY : Kloeckner Considering Acquisitions, to focus on North America because of low energy cost, could shut down unprofitable business, Co coould return to profitability in 2014, could allow to pay dvd again in 2014, CEO Ruehl Tells Welt
- MB IM : Generali Cuts Mediobanca Stake Below 2%, Consob Says
- ML FP : Michelin North America Recalling as Many as 1.2m Tires: NHTSA
- MONC IM : Moncler Combined IPO Offering About 27 Times (97mil shares demand) Oversubscribed ( Retail 14 times) - start trading on Monday, priced @ E10,20/share--> value the Co @ 2.55bil Euros (cuccinelli oversub. 17 times)
- ORC FP : Orco Property’s Hungarian Units Start Insolvency Proceedings
- PVA SM : Pescanova Investors Propose 90% Debt Write-Off, Cinco Dias Says
- Red Bull : Red Bull Granted License in China, Plans Drink Sales, Krone Says
- RSA LN : Zurich Ins. Or Allianz could be interested in all or part of RSA - FT
- Taittinger : Taittinger preparing for acquisitions the French champagne house owned by banking group Credit Agricole and the Taittinger family, is interested in acquiring winemakers operating in the Burgundy and Bordeaux regions.
- TIT IM : Telefonica CEO Alierta Steps Down From Telecom Italia’s Board
- TKA AV : New Austria Govt Aims to Sell Company Stakes, Austria’s three big listed company stakes are: 53% of Austrian Post,28% of Telekom Austria, 32% of OMV
- VIE FP : Veolia French Water Unit Chief Sees EU150m of Additional Revenue
- VOS GY : Vossloh May Cut Dividend Again, CEO Andree Tells Boersen-Zeitung