Monthly Archives: September 2013

LCM Dawn Patrol – 30.09.13 – JPM EU and Global Strategy, GS on Europe, some recommendations changes and more…

Ciao, Markets to open down as the Italian government is in turmoil and investors fear the US government shutdown. Also the Chinese PMI was slightly disappoointing. Last week was rather boring with the S&P down more than 1% and the SX5E flat. Tapering is still in strategists pieces but it seems that the impasse in […]

LCM Dawn Patrol – 27.09.13 – MS strategy on Europe, JPM likes Zodiac, Week End and more!!

Bonjour, European stocks are seen opening slightly higher on Friday, although investors expected ongoing U.S. budget and debt negotiations to keep indexes in a tight trading range. US markets finished higher yesterday, snapping five-day losing streaks. There were no major drivers behind the price action. The fiscal drama in Washington continued to get a lot […]

LCM Dawn Patrol – 26.09.13 – BArclays Asset Alocation, Citi’s chart on the debt ceiling, lots of other stuff you may need to know…

Bonjour, European stocks are set to dip on Thursday, losing ground for the fourth time in five sessions as a budget impasse in Washington and a looming battle over the U.S. debt ceiling rattle investors. US equities were weaker in fairly uneventful trading on Wednesday. This marked the first five-day losing streak for the S&P […]

LCM Dawn Patrol – 26.09.13 – JPM downgrades Tesco, GS likes Roche, Samsung creates the buzz

Bonjour, European Markets to open steady as there are more concerns regarding a possible US government shutdown. US equities finished mixed in somewhat choppy trading on Tuesday. Selling pressure picked up late in the session and the Dow and S&P both ended down for a fourth straight session. While there were no meaningful directional drivers […]

The Dawn Patrol – 24.0913 – LCM Cross Assets strategy, Tuesgear, Blackberry, News…

Bonjour, European stocks to open down today, falling for a third straight day and tracking losses on Wall Street as uncertainty about when the U.S. Federal Reserve will start scaling back its stimulus measures keeps investors on edge. In the US, SPX closed down by 0.47% with Utilities and Techs outperforming while Financials and Consumer […]

LCM Dawn Patrol – 23.09.13 – JPM View, EM Strategy, EU Strategy. MS Equity Strategy. More…

Bonjour, European stocks were seen mixed on Monday, with German equities set to gain ground following the re-election of Chancellor Angela Merkel. China’s stock market is rallying after a closely watched manufacturing index jumped beyond forecasts to a six-month high, offering further evidence that Beijing’s efforts to engineer a soft landing are having the intended […]

LCM Dawn Patrol – 20.09.13 – Adidas warns, MS likes the new Spain, GS on EM. Barclays on Tech, Week End!

Bonjour, European markets to open flat today as they consolidate after a rally to five year highs a day earlier. US markets finished slightly lower on Thursday, though the Nasdaq managed to buck the trend and post a modest gain. The lack of overall direction fit with some of the uncertainty in the market following […]