Monthly Archives: August 2013

LCM Dawn Patrol – 28.08.13 – Welcome back… Lots of stuff including EM, Fed, Asia, earnings and more…

Howdy, Hope you had great holidays, that you’re in great shape and eager to trade… The Dawn Patrol will come back next Monday and I’m thinking about changing it slightly… If you’re not ready to read the Dawn Patrol, then you can spend 25 minutes watching this: http://vimeo.com/72377770 We’re hosting a lunch on the 24th […]

LCM Dawn Patrol – 08.08.13 – China’s trade is strong. MS on EM unwind. Lots of earnings. And how to warm up when you go surfing…

Bonjour, The Dawn Patrol is going on Holidays tomorrow. Should you have any feedback, ideas or should you want to contribute, please don’t hesitate… Enjoy your holidays! European markets are expected to open higher this morning following the strong Chinese trade data. Exports rose 5.1% in July vs expectations of 3% rise and imports rose […]

LCM (after) Dawn PAtrol – 06.08.13 – CredAg+, Merck+, Deutsche Post+, MS: how to play recovery in Europe.

Good morning, European shares were likely to fall on Tuesday after six days of gains, tracking weaker stocks on Wall Street and in Asia, with investors expected to take profits from two-month highs. Asian mkt slightly down, AUD bounced as the RBA rate cut by 25bps was widely exp and short positioning was at extreme […]

LCM Dawn Patrol – 05.08.13 – China’s PMI, Barron’s Cover, JPM View, GS on EM flows, MS on European earnings and so much more information for breakfast!

Bonjour,   European markets to open slightly up today following the S&P 500 on Friday as the lower than expected jobs numbers may lead to continued support from the Fed (groundhog day?…). Asian equity markets traded mixed to begin the week. Reports attributed the sluggish start to the week on disappointing US jobs numbers, but […]

LCM Dawn Patrol – 02.08.13 – JPM ups Renault, Moody’s on Peugeot. Inflows, Week End, JPM Strat… More

Bonjour, European stocks are expected to extend the rally ahead of today’s US jobs data. Out of the 7 NFPs published this year, 5 were better than expected and the market rallied 6 times… US equities finished sharply higher on Thursday, closing at all-time highs. Some better-than-expected manufacturing and employment data provided some support, while […]

LCM Dawn Patrol – 01.08.13 – Earnings, Strategists Targets

  Bonjour,   European stocks to open up on prospects of further monetary stimulus in the United States and signs of a slight pick-up in China’s factory sector. US equities finished narrowly mixed on Wednesday. Some support was attributed to the slightly more dovish tone of the latest FOMC statement. Despite the focus on monetary […]