US Market closed lower after FED Minutes..USD bid higher while US treasuries sold off after Fed meeting minutes revealed the start of QE taper may still begin in anticipation of the improved outlook; Markets reprice possibility of a December move despite the dovish sentiment from Yellen and Bernanke in recent days...VIX @ 13.40 flat...BRazil- closed ... PBoC conducted open market operations on 2 separate occasions this week - marks first weekly net liquidity injection in 5 weeks...China Nov HSBC flash manufacturing PMI falls to 3-month low as New Orders component fall into contraction territory; Chief HSBC economist noting growth momentum has softened in November, while muted inflation allows Beijing to keep policy accommodative...BOJ on hold with policy and also keeping economic assessment unchanged for the 3rd month as widely expected; Statement mentions "lackluster performance" in overseas economies but still sees exports as "picking up", disappointing some expectations of a more direct acknowledgement of risks to overseas shipments...Nikkei +1.92%...Shanghai -0.15%
Eur$ 1.3429 S&P Fut -0.10% European Fut -0.65%
Keep an eye on :
- AOIL SS : Alliance Oil 3Q Ebitda $175m vs Est. $185m; Ebitda Margin Falls - ATCOA SS : Atlas Copco interested in further acquisitions - Dagens Industri - BWO NO : BW Offshore 3Q Net $18m vs $22.3m in 2Q; Declares $0.03/Shr Div - CSGN VX : Credit Suisse to Change Structure From Mid 2015 - JMAT LN : on the tape... - UG FP : Peugeot Is Set to Reduce French Capacity, Le Figaro Says - UG FP : according to China press Dongfeng could buy 20% stake in PSA - PRS SM : Prisa puts its Mediaset stake up for sale (17.3% bought for €490 in 2010, could be worth €692m) -El Confidential - RBREW DC : Royal Unibrew Raises 2013 Outlook for Revenue, Ebitda, Ebit - SAB LN : SABMiller 1H Ebita $3.27b; Est. $3.2b - TEL2B SS : Russia Delays Rostelecom Mobile Merger With Tele2: Kommersant - TCG LN : Thomas Cook Boosts Stake in JV With Intourist, Kommersant Says - TIT IM : Telecom Italia CEO willing to sell TIM Brasil if other growth options can be found - UHR VX : Switzerland Oct. Watch Exports Rose 1.1%