Cyrrus (Cyrrus)
Markets  |  October 01, 2012 10:35:18

Joint Stock breakfast 10.01 - Worse macro global PMI, the start of a new quarter

Overview of the main events for Monday, the 1st October 2012




On Friday macros worse  



Weak Chinese PMI  



3-year anniversary of the debt crisis



Upcoming Events

9:45 PMI Italy
9:50 PMI France
9:55 Germany PMI manufacturing
10:00 EZ PMI manufacturing
11:00 EZ unemployment
14:58 U.S. Markit PMI final
16:00 ISM manufacturing
16:00 U.S. construction spending

15:30 ECB should announce if bought bonds last week


  • On Friday macros worse: Chicago PMI, Michigan


China, Hong Kong and South Korea - markets were closed today for a holiday


  • Takano index -3, -4 est (view as large corporations)
  • The other sub-indices fell slightly better
  • But it is a less important indicator


  • PMI 49.8 vs 50.1 six
  • Already Month 2 in a row under 50 points



  • On Friday, the Spanish introduced draft budget
  • Positive response, but did not last long - poor U.S. macro

Expectations of earnings growth

  • In January, analysts expect earnings growth of companies in the Euro Stoxx 50 in 2013 to 27%
  • The new estimate is only 13%
  • This contrasts with the growth of the markets in recent months and the highest valuation since April 2010 (Euro Stoxx 50 Index P / E 9.5)

October 2012 3-year anniversary of the debt crisis

  • Other important round of talks will be 18 to 19 October EU summit



  • Lagarde wants to reconsider EADS bid for connection with BAE
  • Terms of the merger by the poor
  • Now politicians block quick agreement, management of both companies is understood

  • XSTRATA Management recommends that shareholders support the offer from GLENCORE'S
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Akciová snídaně 1.10. - horší makra, světový PMI, start nového čtvrtletí

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