Monthly Archives: May 2013

LCM Dawn Patrol – 30.05.13 – Lots of analysts reco changes.

Bonjour, European stocks were expected to open slightly higher on Thursday, clawing back some of the previous day’s heavy losses but staying rangebound on uncertainty over when the U.S. monetary policy will wind down its stimulus programme. Senior Federal Reserve official Eric Rosengren reiterated that position on Wednesday evening, but said an abrupt end to […]

LCM Dawn Patrol – 29.05.13 – MS global expousre and equity strat summaries. Watch the US10y. GS: Buy Inditex, Sell H&M

Bonjour, European shares are likely to open lower on Wednesday, with strong U.S. economic data reigniting concerns that the Federal Reserve could scale back its accommodative monetary policy. U.S. figures showed on Tuesday consumer confidence was the strongest in May in over five years, while home prices accelerated in March by the most in nearly […]

LCM Dawn Patrol – 28.05.13 – HF performance, BoJ minutes, Earnings Season Monitor, MS likes BHP.

Bonjour, European stocks are seen rising for a second session on Tuesday, with activity picking up as investors in Britain and the United States return after a long weekend. European bourses closed higher in thin trade on Monday, recovering after recent weakness, with the EuroSTOXX 50 index of euro zone blue chips adding 1.1 percent. […]

LCM Dawn Patrol – 27.05.13 – Bid on Club Med, JPM’s Loeys thinks it’s just a correction,

Bonjour, Euro zone stocks were expected to rise on Monday, staging a technical rebound in a quiet session with the U.S. and UK markets closed. Japan is dropping another 2.5% this morning (20mins before close) While the rest of Asia is holding up. Euro zone blue chips recorded their first weekly loss in a month […]

LCM Dawn Patrol – 24.05.13 – Lots of research… MS 9 undervalued stocks, JPM ups Generali, MS ups UBS, MORE…

Bonjour, European stocks are seen opening slightly lower after another drop in Japan and despite the US markets recovery yesterday (showing that bulls are still here or as some strategists mentioned yesterday: TINA – There Is No Alternative). Kuroda commented that the BoJ had done an adequate amount on the monetary easing was the catalyst. […]

LCM Dawn Patrol – 23.05.13 – Nikkei dropping… poor Chinese PMIs, Exane on ARM, JPM on Kemira, MS on Merck… more!

Bonjour, European shares were expected to retreat on Thursday, with a poor factory activity survey from China and concerns the U.S. Federal Reserve could decide to cut its bond purchases in the next few meetings hurting sentiment. The S&P dropped 0.83% to 1,655.35 and (at 7:45 Paris time) the Nikkei is dropping like a stone […]

LCM Dawn Patrol – 22.05.13 – MS on Metro, JPM on Lagardere, the Fed…

Bonjour European stocks are expected to inch lower on Wednesday, with the market’s month-long rally taking a breather before U.S. Federal Reserve Chairman Ben Bernanke’s testimony before Congress. On Tuesday, two senior Federal Reserve officials played down the chances the Fed will soon signal a readiness to trim its bond buying programme, sparking gains on […]