Cyrrus (Cyrrus)
Markets  |  September 27, 2012 10:10:50

Joint Stock breakfast 27.09 - Fed, China, macro storm


Overview of the main events for Thursday, the 27th September 2012

 

 

USA  

Markets erased gains after Fed meeting  

 

ASIA

The decrease in profits of Chinese industrial enterprises

EUROPE

Important Macro

SUPERSPAD

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Upcoming Events

9:55 Germany unemployment
10:30 GDP GB
11:00 EZ Consumer Confidence
14:00 Spain approves state budget + press conference
14:30 U.S. Q2 GDP final
14:30 Durable goods orders
14:30 Applications for support
16:00 Sales of homes under construction
17:00 Kansas City Fed

22:15 Nike results
Italy bonds in 2017, 2022

USA

  • Although it may seem to many investors, the U.S. indices for the last eight days, seven declined. Declines, however, are rather symbolic (S & P 500, thus for these 8 days -2.2%), although in the last two trading days after all increased. The situation is perceived as inevitable profit taking, which has a larger correction parameters to which many investors expect.

S & P:

  • Yesterday repudiate any profits accumulated after Fed meeting

Global mergers and acquisitions:

  • Mergers and acquisitions market fell to values ??of 2009
  • This indicates a large investor concerns about future developments
  • Firms prefer to "sit" on the money and wait
  • This contrasts with the high values ??of the equity markets

ASIA

China:

  • The profits of industrial firms in August YoY -3.1%, -2.7% last
  • This again raises speculation that the government and the CB could support the economy

EUROPE

Greece, Spain:

  • Yesterday was a general strike in Greece
  • In addition, the 2nd Day held protests in Spain because that Rajoy changed plan savings

SUPERSPAD

Recommendation:

  • HSBC raises price target for shares of E.ON to 21 from 20 EUR, recommendations downgraded to "neutral" from "overweight"
  • HSBC raises price target for shares of RWE to 41 from 29 EUR, recommendation raised to "overweight" from "underweight"
  • HSBC lowers price target for shares of Infineon to 5.2 from 6.1 euros, recommendations "neutral"
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