(BI) Wall Street's brightest minds reveal the most important charts in the world

Wall Street's brightest minds reveal the most important charts in the world {http://bit.ly/1RQWtAx}

Here they are: the most important charts in the world.

As many of the charts in our latest collection from some of Wall Street's top strategists show, questions right now center on what the future holds for the US economy, for emerging markets, and the Federal Reserve.

The last time we ran this feature back in February, the world looked different. The S&P 500 was about 4% higher and hadn't yet seen a 10% correction, which eventually came in a few frantic days in late August.

The Federal Reserve, of course, still hasn't raised rates.

Another Greek crisis came and went.

So as we head towards the final few months of 2015, oil prices remain about 60% below where they were a year ago, the dollar has continued to power higher, while the Dow and S&P 500 are still in the red for the year.

Here's what folks are thinking about.

Slides : {http://uk.businessinsider.com/bi-most-important-charts-october-2015-10?op=0#/#jeffrey-gundlach-doubleline-capital-1<Go>}

>>> What to look at today - 30th of December 2015

Reminder : 
Last day of Trading for Belgium, France Holland, Portugal (Euronext), Italy, Denmark, Finland Sweeden, Norway, Switzerland Austria, Japan...No EuroStoxx Future tomorrow.
Half Day Tomorrow for Ireland, UK, Spain & Germany, Greece, Hong Kong
Full day tomorrow for the U S

Dow+1.10% S&P+1.06% Nasdaq+1.33% Russell+1.07% VIX 16.15 (-4.49%)
US Market closed higher but once again in light volume. Equity indices spiked out of the gate following a jump in oil prices heading into the opening hour. This led to a large initial uptick in commodity-sensitive sectors like energy (+0.7%) and materials (+0.9%). Their rally was short-lived, however, as the struggling sectors couldn't hold the lead. On a related note, WTI crude was able to end its day near its high, climbing 2.8% to $37.86/bbl. technology (+1.3%), health care (+1.2%), consumer discretionary (+1.1%), and financials (+1.1%) lead the pack, while utilities (+0.5%), energy (+0.7%), and telecommunications (+0.7%) rounded out the leaderboard. Tech was also higher with large cap outperforming. IBB +1.8%. US After Hours, no earning reports, FCS +4.0% (confirmed receipt of a revised, unsolicited $21.70/share proposal to acquire the company), PBY-2.3% on Bridgetsone saying won't counter last Icahn offer. Asia indices are mixed despite the broad gains on Wall St, with Australia and Japan rising while China trades near its flat line. Rebound in oil prices was attributed to US rebound, though those gains were cut in half after the API inventories showed the biggest build in 7 weeks. In China, Fin Min Lou extoled the virtues of austerity as the best way to deal with slower govt revenues, just as local press speculated that China budget deficit would rise to 3% of GDP or more in 2016 vs 2.3% 2015 target. Separately, one survey forecast China FX reserves to fall another $305B next year after record outflows in 2015. PBoC chief economist also noted that RRR changes should be wary of short-term interest rate stability. Noble Corp trading house was back in the spotlight after hiring advisors regarding strategic alternatives just a few months ago. Shares were down 7% after Moody's cut company rating to junk, citing concerns over the company's liquidity amid prolonged commodity downcycle. In response, management said the rating agency failed to differentiate between challenging market for upstream firms and opportunities for commodity traders. (Glencore +1.8% in HK)

Nikkei +0.27% Hang Seng -0.47% Shanghai -0.06%

Eur$ 1.0929 JPY 120.41 CNY 6.4903 GBP 1.4837 CHF 0.9922 RUB$ 72.5527 WTI$37.19 (-1.8%)

S&P-0.02% EuroStoxx +0.12% Dax +0.17% SMI+0.03%


Macro :
- Putin Sees Assad Chance to Stay as U.S. Pursues Syria Settlement
- U.S. Gas Erases 25% December Loss on Outlook for Wintry Weather
- API Said to Report Crude Inventories Rose 2.9M Bbl Last Wk --> WTI -1.8% @ $37.19
- Swiss Company Insolvencies Rose in 2015: Neue Luzerner Zeitung
- Europe New Car Demand on Track for 2015 Gain as November Revs

Keep an eye on :
- ANA SM : Acciona Teams Up With Highfield for Potassium Mine: Expansion
- AF FP : Air France, Lufthansa Yields Fall on Paris Terrorism, Strikes
- BZU IM : Buzzi Says Sacci Received More Favorable Competing Offer
- ECHO US : Echo Global to Buy Back Up to $50m in Stock, Convertible Notes
- HSBA LN : Elliott Said to Subpoena HSBC on Involvement in Argentina Loans
- OCI NA : N. Sawiris Buys 34,615 OCI Shares, AFM Regulatory Filing Shows
- ORA FP : France’s Orange Studying 10% Stake in TF1, Canard Says
- PALANTIR IPO : Palantir Investors Differ Over How to Sell Shares, WSJ Reports
- PBY US : Bridgestone Won’t Counter Most Recent Icahn Offer for Pep Boys
- RB/ LN : Reckitt Benckiser said to be working with Robey Warshaw on major deal http://bit.ly/1YQAOaK
- SU FP : Schneider Shareholders Seem Sanguine Over Aveva Deal Collapse
- SUBC NO : *SUBSEA 7 GETS 'SIZEABLE' CONTRACT OFFSHORE EGYPT
- TFI FP : France’s Orange Studying 10% Stake in TF1, Canard Says
- FP FP : Total Says Committed to Yemen After End of Block 10 Contract
- VIV FP : Spotify Sued by Musician in Copyright Dispute, AFP Says
- VOW3 GY : VW’s Mueller Won’t Meet Officials During U.S. Trip: Handelsblatt

(Les Echos) Orange intéressé par une participation de 10% dans TF1-presse

PARIS, 29 décembre (Reuters) - Orange étudie la prise d'une participation de 10% dans TF1 dans le cadre d'un rapprochement entre l'opérateur télécoms historique et Bouygues Telecom, filiale, comme TF1, de Bouygues, croit savoir Le Canard Enchaîné.
L'Etat français, qui détient 23% d'Orange, cherche ainsi à entrer indirectement dans le capital dans le groupe de télévision, écrit l'hebdomadaire satirique dans son édition à paraître mercredi.
Ni Orange, ni Bouygues, ni l'entourage de François Hollande ni Bercy n'ont souhaité faire de commentaire. L'Agence des participations de l'Etat (APE) n'était immédiatement disponible.
Selon une source proche du dossier, toutefois, l'information du Canard Enchaîné est "fantaisiste".
L'agence Bloomberg avait rapporté début décembre qu'Orange était en discussions préliminaires avec Bouygues au sujet d'un rachat de ses activités dans les télécoms et les médias.
Selon l'une des parties prenantes citées par Le Canard Enchaîné, Orange et Bouygues Telecom n'ont jamais été aussi proches d'un accord mais il faudra "plusieurs semaines" pour aboutir. La question de la participation de Bouygues dans Orange, qui pourrait atteindre 10% à 12% au terme du processus, est l'un de sujets à régler, ajoute l'hebdomadaire satirique.
Le gouvernement n'est pas opposé par principe à une réduction du nombre d'opérateurs télécoms en France, avait déclaré le 10 décembre le ministre de l'Economie Emmanuel Macron à la suite de la reprise des échanges sur un rapprochement entre Orange et Bouygues Telecom.
Le Conseil supérieur de l'audiovisuel (CSA) a donné son feu vert l7 décembre au passage en gratuit de LCI, après l'avoir rejeté en juillet 2014, redonnant des perspectives à la chaîne d'information en continu du groupe TF1, passée tout près de la fermeture.

>>> Asian Update

Asian Mid-session Update: Korean industrial output decline worsens; Noble Group plunges on Moody's cut to junk


***Economic Data***
- (CN) China Nov Services Trade Deficit: $15.6B v $14.1B prior; YTD $187.9B - SAFE
- (CN) China SAFE (FX Regulator): Revises Q3 current account surplus to $60.3B from $63.4B prelim; Q3 Capital and financial account surplus of $11.4B
- (KR) SOUTH KOREA NOV INDUSTRIAL PRODUCTION M/M: -2.1% (biggest decline in 10-months) V -0.7%E; Y/Y: -0.3% V 1.6%E
- (KR) SOUTH KOREA JAN MANUFACTURING BUSINESS OUTLOOK INDEX SEASONALLY ADJ: 68 V 69 PRIOR; NON-MANUFACTURING 69 V 71 PRIOR

***Index Snapshot (as of 04:30 GMT)***
- Nikkei225 +0.3%, S&P/ASX +1.1%, Kospi -0.3%; Shanghai Composite -0.1%, Hang Seng -0.2%, Feb S&P500 flat at 2,072

***Commodities/Fixed Income***
- Feb gold +0.2% at $1,070/oz, Feb crude oil -1.8% at $37.20/brl, Mar copper -0.2% at $2.13/lb
- (CN) China reportedly to not approve any new coal mines over next 3 years - Chinese press
- (US) API Petroleum Inventories: Crude: +2.9M v -3.6M prior; largest build in 7 weeks
- USD/CNY: (CN) PBoC sets yuan mid point at 6.4895 v 6.4864 prior; weakest Yuan setting since June 2011
- (JP) BOJ offers to buy ¥350B in 1-3yr JGBs, ¥350B in 3-5yr JGBs, ¥400B in 5-10yr JGBs

***Market Focal Points/FX***
- Asia indices are mixed despite the broad gains on Wall St, with Australia and Japan rising while China trades lower. Rebound in oil prices was attributed to US rebound, though those gains were cut in half after the API inventories showed the biggest build in 7 weeks. FX majors remain contained to narrow ranges on dearth of economic releases and low holiday week trading volumes. USD/JPY advanced above 120.50 but then retreated to 120.35, EUR/USD traded in 1.0915-35 range, AUD/USD traded down about 20pips from the highs to 0.7270, and NZD/USD consolidated overnight gains with a 30pip move lower below 0.6850. PBoC's Yuan fix saw fresh 4 1/2 year lows approaching 6.50, while offshore Yuan is eyeing 6.60 lows.

- In China, Fin Min Lou extoled the virtues of austerity as the best way to deal with slower govt revenues, just as local press speculated that China budget deficit would rise to 3% of GDP or more in 2016 vs 2.3% 2015 target. Separately, one survey forecast China FX reserves to fall another $305B next year after record outflows in 2015. PBoC chief economist also noted that RRR changes should be wary of short-term interest rate stability. Regulators also reportedly suspended FX business of certain overseas banks until March amid continued CNY decline.

- Australia Treasurer Morrison remarked that it was now pointless to forecast when Australia budget returns to surplus as long as the govt is making efforts to get there. Morrison was optimistic about next year, but also cautious in terms of higher spending to compensation for slow growth. Recall the latest MYEFO pushed back expectations for Australia to return to surplus by 1 year to FY20/21.

- In Korea, Fin Min Choi reiterated that the key risks to economy are the Fed rate hike and China slowdown. Remarks were intended to bolster sentiment after the biggest decline in Korea's industrial output in 10 months boosted speculation of more BOK easing early next year. Separately, Financial Supervisory Service (FSS) reported that creditors requested that as many as 19 large companies restructure their debt in 2016. Regulators continue to curb crossholdings, with request for Hyundai Motors to cut their holding of Hyundai Steel, whose shares then fell nearly 5%.

- Singapore-listed Noble Corp trading house was back in the spotlight after hiring advisors regarding strategic alternatives just a few months ago. Shares were down 8% after Moody's cut company rating to junk, citing concerns over the company's liquidity amid prolonged commodity downcycle. In response, management said the rating agency failed to differentiate between challenging market for upstream firms and opportunities for commodity traders.

***Equities***
US equities / ADRs:
- BLDP: Subsidiary Protonex secures follow-on power manager product order for $2.8M from U.S. Army; +13.3% afterhours
- NERV: Updates MIN-101 clinical development program; European Phase IIb trial enrollment completed and FDA accepts Investigational New Drug (IND) application; +4.0% afterhours
- PBY: Bridgestone will not counter latest bid for Pep Boys; -3.3% afterhours

Asia by sector:
- Technology: LG Electronics 066570.KR +2.1% (positive broker commentary)
- Materials: China Sandi Holdings Ltd 910.HK +8% (update on acquisition); Hyundai Steel Co 004020.KR -4.6% (Hyundai Motor ordered to sell stake)
- Financials: Noble Grop NOBL.SG -8.0% (Moody's cuts rating to junk)
- Technology: Otsuka Corp 4768.JP -1.3% (FY results speculation); Toshiba 6502.JP +5.5% (may sell medical devices unit)
- Industrials: Nippon Paper 3863.JP +1.8% (9-mo results speculation); Nidec 6594.JP +1.3% (CEO sees more acquisition opportunities)

>>> US After Hours Summary:


After Hours Summary:

After Hours Gainers:

Companies trading higher in after hours in reaction to earnings:  Nothing of Interest

Companies trading higher in after hours in reaction to news:  BLDP +13.3% (subsidiary secured follow-on power manager product order of $2.8 mln from U.S. Army), NERV +4.4% (announced that the FDA has accepted an IND application for MIN-101 for the treatment of schizophrenia), FCS +4.0% (confirmed receipt of a revised, unsolicited $21.70/share proposal to acquire the company)

After Hours Losers:

Companies trading lower in after hours in reaction to earnings:  Nothing of Interest

Companies trading lower in after hours in reaction to news:  PBY -2.3% (Bridgestone will not counter latest Carl Icahn bid of $18.50/share for PBY), DSCO -2.2% (disclosed it received a second letter from Nasdaq indicating that the co had not regained compliance with the minimum bid price requirement), CLIR -1.6% (filed $30 mln mixed securities shelf offering)