US Markets closed higher, Eco data helped the mkt, HD +5,6% pushed teh all sector higher, Retail sector also higher after Dick's Sporting Goods better numbers, Technology (+0.7%) outperformed, while financials (+0.2%) and industrials (+0.2%) lagged, Apple (AAPL 100.53, +1.37) climbed to a fresh all-time high. Salix +15,5% after being appraoch by Allergan +3,99%, Volume were light @ 550mil shares below average...VIX @ 12,21 -0,90%...Japan posted its 25th consecutive month of trade deficit and the shortfall was wider than expected, even though exports rose for the first time in 3 months. Rising imports contributed to continued shortfall, Exports to Asia, China, and US were all up in low-single digits, while Europe
shipments rose 10%. Japanese Yen sold off amid overall USD strength in the afternoon session, with USD/JPY pair hitting fresh 4-month highs above ¥103.15.Nikkei +0.48% Hang Seng +0.12% Shanghai +0.04%
Eur$ 1,3320 S&P -0.06% EuroStoxx -0.07% Dax -0.10% FTSE -0.02% SMI +0.14%
Macro
- Russia May Scrap Plan to Allow Sales Tax Next Year: Vedomosti
- Irish GDP to Grow 3.5% in 2014, 3.6% in 2015, Goodbody Says
Keep an eye on :
- AF FP : Air France Plans to Reorganize Medium-Haul Network, Echos Says
- BLT LN : BHP Says Potash Market May Be Deterring Partners for Jansen Mine
- CARLB DC : Carlsberg 2Q Ebit Ex-Items DKK3.6b; Analyst Est. DKK3.38b, Cuts 2014 Outlook, Cites Macro Events
- DBHN GY : Deutsche Bahn Seeks Damages From Air Cargo Carriers in U.S.
- ESS PL : Angeles in Takeover Bid for Espirito Santo Saude at EU4.30-Shr
- GSZ FP : Belgian Doel 3, Tihange 2 May Be Offline Through Winter: VRT
- HEI GY : HeidelbergCement Says Housing Boom Fails to Restore U.K. Market
- HEI NA : Heineken 1H Oper. Profit Ex-Items Beats, Sees 2H Growth Slowing
- HEIJ NA : Heijmans 1H Net Loss Widens, CEO Says Not Satisfied With Result
- HUE SW : Huegli Sees 2014 Organic Sales Growth at Prior Year’s Level
- ILD FP : Iliad Seeking T-Mobile Bid Help From Google, Microsoft: NYPost
- ION LN : Cinven Confirms Approach to Iomart on Possible Cash Offer
- JEN BB : Jensen-Group Backlog Up 38% at June 30, Sees Better 2014 Profit
- LUX IM : Luxottica CEO Guerra May Resign Amid Discord With Founder: Sole
- MOR GY : MorphoSys to Host Call on License Agreement with Emergent
- NOBN SW : Nobel Biocare Sues Neodent USA for Patent Infringement
- NOVN VX : Novartis Signs Pact With Global Alliance for TB Drug Development
- NUM FP : Bollore Could Seek More Than 20% of SFR-Numericable: Figaro
- OPH LN : takeover rumor again
- SAN FP : Genzyme unit receives FDA approval for its drug to treat a form of gaucher disease
- SAX GY : Stroeer Media 2Q Sales Beat Ests., 2Q EPS More Than Doubles
- SCMN VX : Swisscom 2Q Ebitda Beats, Co. Adjusts 2014 Ebitda Forecast
- SRP LN : Serco Fails to Make Shortlist for England Rail Franchises: Times
- VIV FP : Bollore Could Seek More Than 20% of SFR-Numericable: Figaro {NSN NAL8LJ6JIJUV <go>}
- VPK NA : Vopak 1H Sales, Profit Fall; Sees 2014 Adj. Ebitda of >EU700m
- VOLVB SS : Volvo Cars Posts 1H Oper. Profit of SEK1.21b on China, W. Europe