Monthly Archives: January 2013

The Dawn Patrol – 31.01.13 – On the FEd, the GDP, RIMM. MS prefers Spain to France, GS likes ENI, U/g SCHNEIDER…

Bonjour, European Markets expected to open down (0.3%) following the poor US Q4 GDP number and Saipem. But, this could be changed during the day as the Fed keeps its stimulus policy unchanged and HF investors are still underweight Equities. Today, Macro wise, we’ll monitor Gfk Consumer confidence, Germ Retail sales, CPI & Unemployment, FR […]

The Dawn Patrol – 30.01.13 – Roche OK, Saipem & ENI down (I like ENI), AMZN strong!

(sorry but no internet access this morning, which makes this bloomberg only Dawn Patrol pretty dull). Bonjour, European shares were set for a steady open near two-year highs on Wednesday, with “overbought” technical conditions prompting investors to trade cautiously before the U.S. Federal Reserve’s policy meeting later in the day. The market will focus on […]

The Dawn Patrol – 29.01.13 – JPM on oil (CGG, Technip…), ENI (buy), Philips numbers.

Bonjour, European stocks were seen edging higher on Tuesday, consolidating near two-year highs as optimism over a solid start to the U.S. earnings season was mitigated by concerns a string of upbeat U.S. economic data may bring forward the end of monetary stimulus. Traders speculated more solid U.S. growth indicators might see the U.S. Federal […]

The Dawn Patrol – 28.01.13 – JPM View, JPM EU neg on Cyclicals, GS on Stock Picking.

Bonjour, European stocks are seen rising on Monday, set to gain ground for the fourth straight session and tracking a rally on Wall Street where a surprisingly good start of the earnings season has propelled the S&P 500 above 1,500 points for the first time in more than five years. Today, We’ll monitor Germ Import […]

The Dawn Patrol – 25.01.13 – MSFT=, SAMSUNG-, LTRO, LotsOfStuff…

Bonjour! European shares were set to fall on Friday, with a cautious tone on spending from Samsung and a sharp drop in Apple shares seen hurting tech stocks, and some investors taking profits on a major index’s 23-month highs. Today, we’ll watch the size of the LTRO repayment at 12:00 (Paris time). It will be […]

The Dawn Patrol – 24.01.13 – AAPL-, NFLX+, JPM u/g AKZO, MS on EU banks, GS- on Oil services, China PMI strong…

Bonjour, European stocks are seen edging lower on Thursday, trimming some of the previous session’s gains, as disappointing results from tech giant Apple eclipsed data showing accelerating growth in China’s factory sector. Today, we’ll watch the EC composite flash PMI (10:00), then the French and German ones. US jobless claims, US Markit PMI prel, Leading […]

The Dawn Patrol – 23.01.12 – GOOG+, IBM+, TXN-, SAP-, SIE=, NOVN-,

Bonjour, Sorry this dawn patrol is a bit tedious with lots of earnings, but scooter is still down…. European shares to rise on Wednesday on expectations of a solid earnings season and an extension of the U.S. debt limit. Today, We’ll monitor the Euro Area consumer confidence, the French Business confidence, the BoE minutes, the […]