Monthly Archives: December 2013

Europe’s 2014 Analyst Top Stock Picks

Following are a selection of 2014 picks from country and industry research reports: BARCLAYS: • European equities significantly underpriced, have potential to double on 5-yr view • European Recommended Portfoilio: Kingfisher, TUI Travel, Volkswagen (pref), Whitbread, Ahold, Henkel, Eni, Galp Energia, Shell, Saipem, Subsea 7, Aegon, BBVA, BNP Paribas, British Land, KBC, LSE, Mapfre, Old […]

LCM Dawn Patrol – 20.12.13 – WEEK END. Paris 15 top tables, JPM ups Mediaset, GS ups Telenet, GS on EM post tapering… More

Bonjour, This is the last Dawn Patrol of the year. Merry Christmas and Happy New Year! US equities finished narrowly mixed on Thursday. Tapering sentiment remained fairly positive with most of the focus still on the enhanced forward guidance. However, the resilience demonstrated by emerging markets and shorter-dated Treasuries was not repeated, a dynamic that […]

LCM Dawn Patrol – Merry Christmas from Santa Ben. See El-Erian op-ed, LCM’s Abet on EU sectors, MS on oil services, JPM on Amadeus… more…

Howdy,   US equities finished sharply higher on Wednesday. The S&P 500 posted its biggest one-day gain in more than two months. The rally was driven by the somewhat surprising initial tapering announcement from the Fed. The move suggested that the market had already priced in the removal of some policy accommodation and was increasingly […]

LCM Dawn Patrol – Top strategists targets for 2014, GS on tapering impact, JPM ups GDF Suez… More.

Bonjour, US equities finished with modest losses in quiet trading on Tuesday. The overall lack of direction was not surprising given the waiting game ahead of tonight’s FOMC decision. The market does not seem to be looking for a tapering announcement, though the Fed is expected to signal that a move is imminent. Washington remained […]

LCM Dawn Patrol – 17.12.13 – LCM Cross Assets strategy, GS on Eurazeo, JPM on European generators (ups Enel), TuesGear and a lot more….

Bonjour, US equities finished higher on Monday. The gains reversed a part of last week’s losses. The Fed meeting taking place Tuesday and Wednesday loomed large over today’s session. Economic data had a positive impact overall. December manufacturing PMIs from the US and China were modest disappointments. However, that was outweighed by better than expected […]

LCM Dawn Patrol – 16.12.13 – JPM View, GS on Flows, Barron’s summary, that’s it…

Bonjour, Asian markets are weaker this morning, with data releases dominating headlines. Slightly weaker than expected Chinese PMI data didn’t immediately impact markets but dampened sentiment, with markets moving lower over the remainder of the morning. The Tankan, a Japanese manufacturers confidence index, came in at plus 16, slightly higher than the plus 15 forecast. […]

LCM Dawn Patrol – 13.12.13 – Week End, GS FX views for 2014, GS top metals ideas, MS on insurance, JPM on bevs.

Bonjour, US equities finished mostly lower on Thursday, with the Dow and S&P 500 closing lower for the third consecutive session. A round of economic data was highlighted by strong retail sales and a surprisingly large increase in jobless claims. The data comes ahead of next week’s FOMC meeting. The budget deal also remained in […]