Cyrrus (Cyrrus)
Markets  |  November 16, 2012 10:16:10

Joint Stock breakfast 16.11 - Negotiations on the U.S. budget, the Japanese QE, auto, macro, results

Overview of the main event for Friday, the 16th November 2012




Negotiations on the fiscal cliff

The proportion of pessimists is growing


Japan probably expect further monetary stimulus


Registration of new cars EU27 + EFTA


Henkel, Nike



Upcoming Events

15:15 Industrial production U.S.



  • Today initiate negotiations with representatives of the Republicans and Democrats about fiscal cliff

Today Expires option contracts - expected increased volatility with how traders will adjust their portfolios

Developments in market sentiment (individual investors):

  • Pessimism about the evolution of the shares is highest in the past 15 months
  • Optimism again fell to the bottom of the 4-week
  • The proportion of investors expecting a decline in share rose by 8.9 percentage points to 48.8%
  • Bulls, however, decreased by 9.7 percentage points to 28.8%, others are neutral


The best development in the Nikkei 225:

  • Speculation that after the victory of the opposition in the elections will be more aggressive loosening of monetary policy



  • The granting of further assistance will be decided at a meeting of the Eurogroup 20.11
  • It will also address how to close a hole in the budget caused the extension of the time horizon for achieving the objectives of debt two years
  • Yesterday, the relief provided by Greece and the IMF
  • Still lacks a clear plan to achieve debt 120% of GDP in 2022

New registrations of cars EU27:

  • Yoy decline of 4.8%, or deceleration compared to the September decline by 10.8% yoy
  • Germany to grow by 0.5% yoy (vs. -10.9% yoy in September), France -7.8% yoy (vs. -17.9% yoy in September)
  • VW +1.6% yoy (vs. -8% yoy in September)
  • BMW -1.7% yoy (vs. +4.4% yoy in September)
  • Daimler +2.7% yoy (vs. -6.9% yoy in September)
  • PSA -5.1% yoy (vs. -8.1% yoy in September)
  • Renault -21.6% yoy (vs. -29.5% yoy in September)
  • For all automobile, up to BMW, has improved



  • Sales 4.29 billion vs. eyelets. 4.30 billion
  • Organic sales growth fell short of expectations
  • EBIT of € 631 million vs. eyelets. 620.1 million
  • Confirmation of full-year forecasts


  • Announced a 2:1 stock split to 24.12
  • The first trading day will be 12.26
  • Increases quarterly dividend by 17%, up 3c to 21c (adjusted to the new basis)
  • Will be paid 26.12



  • Facing each other two strong influences
  • Thus, tensions in the Middle East vs. faltering economy and high stocks
  • The spread between Brent and WTI increases
  • Current price of Brent crude oil on the value of $ 108.04 / barrel and WTI $ 85.46 / barrel
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Akciová snídaně 16.11. - jednání o US rozpočtu, Japonské QE, auto, makro, výsledky

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