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EUROPE DAYBOOK: EUROPEAN DAYBOOK & OVERNIGHT: ECB’s Constancio, U.K. CPI, Bonds

(Bloomberg) — European Central Bank Vice President Vitor Constancio speaks in Frankfurt. U.K. August inflation report due. Germany to issue bonds.

WHAT TO WATCH:

  • TOP OVERNIGHT NEWS:
    • May’s Brexit Law Passes Hurdle But Rebels Demand Re-Writes
    • May Asked Trump to Step in Over Boeing and Bombardier Dispute
    • Nordea Denies Customers Leaving in Wake of Finland HQ Decision
    • With $40m Pay, Teva Breaks From Custom in Turnaround Bid
  • Other News:
    • Stocks to Watch During Apple’s IPhone Unveiling Event
    • Norway Prime Minister Beats Millionaire in Historic Election Win
    • Catalan Separatists Struggle for Momentum Amid Legal Crackdown
  • M&A, ECM SCHEDULED EVENTS:
    • IP Group, Touchstone: CMA comments deadline
    • Berendsen, Elis: scheme effective date
    • YIT, Lemminkainen: YIT EGM, Lemminkainen EGM
    • Getinge 1 for 7 rights issue trading period ends
    • Linde, Praxair: Praxair presenting at Credit Suisse conf
    • Earnings/Updates/Roadshow: Iliad, Flughafen Wien, Parmalat, Zalando, Maurel et Prom, Vonovia
    • Meetings: Mulberry, LSE, Maurel et Prom, AstraZeneca, Roche, Sanofi, UCB, Hapag-Lloyd, Fresenius, Dialog Semi, ADVA Optical, Aixtron, BT, Telefonica, FCC, Siemens Gamesa, Axiare, Deutsche EuroShop, Deutsche Wohnen, Wartsila, ASML, ABB, Glaxo, Immofinanz
  • IPOs/ADDITIONAL SHARE SALES:
    • Expected to Trade:
      • Big Sofa Technologies Group (BST LN), addl, via Hobart, Spark Advisory
      • SDX Energy (SDX LN), addl, via Cantor, Stifel
    • Lock-Up Expiring: Avantium, Mr. Green & Co., Aura Energy
  • Europe M&A Weekly Agenda: Zodiac, Berendsen, Booker, Linde
  • EU ECM Weekly Agenda: SDX Energy, Galileo Resources, Siltronic

EARNINGS: (All times CET)

  • Ashtead (AHT LN) 8am
  • dormakaba (DOKA SW) 6am
  • Partners Group (PGHN VX)

ECONOMIC DATA (All times CET):

  • 7:30am: (FR) 2Q Total Payrolls, est. 0.4%, prior 0.3%
  • 7:30am: (FR) 2Q F Private Sector Payrolls QoQ, prior 0.5%
  • 9am: (DE) July Unemployment Rate SA, prior 3.5%
  • 9:30am: (SW) Aug. CPI MoM, est. -0.2%, prior 0.5%
  • 9:30am: (SW) Aug. CPI Level, est. 323.3, prior 323.7
  • 10:30am: (UK) Aug. CPIH YoY, est. 2.7%, prior 2.6%
  • 10:30am: (UK) Aug. CPI YoY, est. 2.8%, prior 2.6%
  • 10:30am: (UK) Aug. CPI Core YoY, est. 2.5%, prior 2.4%
  • 10:30am: (UK) Aug. RPI YoY, est. 3.7%, prior 3.6%
  • 10:30am: (UK) Aug. PPI Input NSA YoY, est. 7.3%, prior 6.5%
  • 10:30am: (UK) Aug. PPI Output NSA YoY, est. 3.1%, prior 3.2%
  • 11am: (CC) Aug. CPI Harmonized MoM, prior 0.0%
  • 11am: (CC) Aug. CPI Harmonized YoY, prior -0.1%
  • 12pm: (PO) Aug. CPI YoY, prior 0.9%
  • 12pm: (PO) Aug. CPI EU Harmonized YoY, prior 1.0%

GOVERNMENT (All times CET):

  • Sept. 12-Sept. 13: (PO) Ivory Coast President Visits Portugal
  • 2pm: (SW) Opening of Swedish Parliament Session
  • 4:35pm: (UK) Hammond Questioned by Lords Committee
  • 5pm: (GE) Merkel Holds Election Rally in Bavaria

CENTRAL BANKS (All times CET):

  • 11:20am: (UK) BOE Markets Director Salmon Speaks in Barcelona
  • 3:45pm: (EC) ECB Vice President Constancio Speaks in Frankfurt

BOND SALES/PURCHASES (All times CET):

  • For corporate bonds, see New Issue Monitor
  • 10:30am: Spain to Sell Bills
  • 11am: Italy to Sell EU6.5b 365-Day Bills
  • 11:15am: Switzerland to Sell 91-Day Bills
  • 11:30am: Belgium to Sell 91-Day Bills
  • 11:30am: Belgium to Sell 364-Day Bills
  • 11:30am: Netherlands to Sell Up to EU3b 0.75% 2027 Bonds
  • 11:30am: Germany to Sell EU500m 0.1% I/L 2046 Bonds
  • 12:30pm: EFSF to Sell Up to EU1b 0.5% 2025 Bonds

CORPORATE EVENTS:

  • Annual general meetings: AHT LN, LOGN SW
  • Extraordinary Shareholders Meeting: WRT1V FH
  • Other Events: CAP FP, SEBA SS, VNA GR, VPK NA, ZAL GR
  • Earnings Calls: AHT LN, DOKA SW, PGHN VX
  • Sales Results: ADP FP, FRA GR
  • Other/M&A: Nothing major scheduled

CONFERENCES:

  • Bank of America Merrill Lynch Global Real Estate Conference: DEQ GR, DWNI GR, LEG GR, MRL SM, PSPN SW
  • BBVA Iberian Conference: AMS SM, SGRE SM, TL5 SM, VIS SM
  • Capital Link Shipping, Marine Services & Offshore Forum: ABN NA, LSE LN
  • Credit Suisse Global Steel and Mining Conference: TKA GR
  • Deutsche Bank Technology Conference: ASML NA, DLG GR, DSY FP, OSR GR, SAP GR
  • European Respiratory Society Conference – Abstract Number:PA3583: GSK LN
  • Goldman Sachs Communacopia Conference: ATC NA, BT/A LN, O2D GR, TEF SM, TEL NO, WPP LN
  • Morgan Stanley Global Healthcare Conference: AZN LN, FRE GR, GEN DC, ROG VX, SAN FP, UCB BB
  • WAN- IFRA India Conference: ABBN VX

BLOOMBERG TV SCHEDULE:

  • 6:30am Ahmed Ali Al Sayegh (Chief Executive Officer) Dolphin Energy Ltd
  • 6:30am Monica Malik (Chief Economist) Abu Dhabi Commercial Bank
  • 7am Alan Higgins (CIO) Coutts and Company
  • 7:15am Ian Robertson (’special Representative’ & former Head of Sales) BMW
  • 7:45am Steven Armstrong (EMEA President) Ford Motor Company
  • 8am Virginie Maisonneuve (Chief Investment Officer) Eastspring Investments
  • 8:30am Steven Major (Global Head: Fixed Income) HSBC
  • 9:15am Stefano Domenicali (CEO) Lamborghini
  • 12am Johan van Zyl (CEO) Toyota EMEA
  • 12am Ian Bremmer (President) Eurasia Group
  • 1pm Wolfgang Porsche (Chairman-Supervisory Board) Porsche Automobil Hldng SE
  • 1:20pm Klaus Zellmer (President/CEO) Porsche Cars North America Inc
  • 3:15pm Carlos Tavares (Chairman Mgmt-Board/CEO) Psa Peugeot Citroen
  • 4pm Axel A Weber (Chairman) UBS Group AG

WHAT HAPPENED IN ASIAN MARKETS:

  • MXAP up 0.3% to 162.80
  • MXAPJ up 0.2% to 537.82
  • Nikkei up 1% to 19,741.42
  • Topix up 0.8% to 1,625.71
  • Hang Seng Index down 0.06% to 27,938.62
  • Shanghai Composite up 0.09% to 3,379.47
  • Sensex up 0.6% to 31,882.16
  • Australia S&P/ASX 200 up 0.9% to 5,763.90
  • Kospi up 0.07% to 2,360.73

WHAT HAPPENED IN U.S. MARKETS:

  • S&P 500 up 1.1% to 2,488.11
    • 442 stocks gained, 63 fell
    • AAL, XL, ALB, NAVI, DLR gained most
    • 11 of 11 sectors positive
      • Outperformers: Financials +1.7%, Tech +1.5%, Materials +1.4%
      • Underperformers: Energy +1%, Utilities +0.9%, Industrials +0.9%, Health Care +0.8%, Real Estate +0.7%, Consumer Staples +0.7%, Consumer Discretionary +0.5%, Telecom +0.3%
  • DJIA up 1.2% to 22,057.37
  • Nasdaq 100 up 1.1% to 5,980.53
  • VIX Index down 11.5% to 10.73
  • S&P 400 up 1.2% to 1,739.02
  • S&P 600 up 1.1% to 847.73
  • Russell 2K up 1.1% to 1,414.83
  • SOX up 2% to 1,115.46
  • KBW up 2% to 92.00
  • Treasuries:
    • 30-year -0.2bps to 2.7369%
    • 10-year -0.2bps to 2.1271%
    • 2-year -0.3bps to 1.3145%

To contact the reporter on this story: Elena Popina in New York at epopina@bloomberg.net To contact the editors responsible for this story: Celeste Perri at cperri@bloomberg.net James Cone

About Makkaba Co., Ltd.

Makkaba Co., Ltd.

(+84) (0)28.37402486
Email: m2mtradingsignals@gmail.com - Phone:

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