Monthly Archives: November 2012

The Dawn Patrol – 30.11.12 – GS on top themes for 2013 and on LVMH. Guess who’s back?

Bonjour, Markets slightly down at the opening today. No clear progress on the Fiscal Cliff. Asia up with the Nikkei reaching a seven month high thanks to better IP. Gold: 1,728.94, EUR 1.2998. Today, we’ll monitor the HICP Flash, the German retail sales end the EU unemployment rate. In the US, the Chicago Purchasing Manager […]

The Dawn Patrol – 29.11.12 – GS Top ten themes for 2013, SG 2013 Outlook, MS on Autos, Stuff that matters. ENI is a buy.

Bonjour, Markets to open up. Obama asked Americans to inundate the Congress with demands to reach a deal on the Fiscal cliff and Boehner said he was open for a deal with the President. Japan up and China down. Gold at 1,719.36 and the Eur at 1.2946. Today, macro eyes on: Europe: German Unemployment, Italian […]

The Dawn Patrol – 28.11.12 – ACCOR, RIMM, ENI, GS on CHina, ML on HFs and More….

Bonjour, European futures down on my screen. Asia weak this morning with the Shanghai comp down again to multi year lows, apparently therre are more than 600 co waiting to IPO. In the US, the S&P was down following the European close despite better durable goods and consumer confidence. The culprit remains the Fiscal Cliff. […]

The Dawn Patrol – 27.11.12 – On Greece, The Fiscal Cliff, JPM Fixed Income outlook, MS and the risk of Rights Issues in Telcos, More….

Hello, European futures incated slightly up this morning on the Greek deal and the Euro spiked above 1.30 reaching a 3 week high (now back to 1.2988). Asia up as well but concerns on a large number of IPOs seems to bother Chinese investors. GOLD at 1,749.30. Today, we’ll be monitoring the French Consumer Confidence […]

The Dawn Patrol – 26.11.12 – Strategy focus: JPM, MS, UBS and Barclays on 2013.

Bonjour, European markets are expected to start lower on Monday as finance ministers meet yet again in Brussels today. Gold at 1749.75, EURUSD 1.2966. Today we’ll watch the Spanish mortgages, the German and Italian Consumer confidence indices. Hope you had a great week end. FT says BARCLAYS inverstors urge CEO to split up IB & […]

The Dawn Patrol – 23.11.12 – On RIMM, ALU, ILD, SAP, Greece and more…

Bonjour Futures indicated slightly up. Asia was up this morning and the FinMin of Taiwan says it’s a good entry point in the stock market and govt funds will support the market! Gold ar 1,731.18, EURUSD at 1.2892. Today, we’ll watch the German Q3 GDP (which is already out actually and in line at 0.2%) […]

The Dawn Patrol – 22.11.12 – Happy Thanksgiving. China PMI > 50, GS ’13 strat on IG, JPM ’13 strat on Fixed Income and more

Hello, A very quiet day ahead of us… European markets to open slightly down. The US markets rallied after the European close on low volume and lack of news. Gold is at $1,729.9, the EURSUD at 1.2852 and RIMM took another 5%… We’ll watch the flash PMIs in the whole of Europe between 9:00 and […]