Cyrrus (Cyrrus)
Markets  |  December 17, 2012 10:00:13, updated

Joint Stock breakfast 12.17 - Fiscal cliff, Japan, Draghi, Deutsche T., macro


Overview of the main events for Monday, the 17th prosence 2012

USA

Fiscal reef

ASIA

Japanese opposition victory

EUROPE

Draghi

SUPERSPAD

Deutsche Telekom, Infineon

COMMODITIES

Oil

Upcoming Events

15:30 Speech Draghi
16:00 Merkel's Speech

USA

Fiscal reef

  • Boehner offered Obama concession
  • Proposes increasing taxes on households earning more than $ 1 million annually
  • In exchange requires cuts in social and health programs
  • But Obama plans to raise taxes for households with more than 250 thousand. Per year and so they Boehnerův plan rejected
  • Neither party did not want to comment, it's information from anonymous sources
  • The first concession to Republicans, in terms of raising taxes. So far about could not have been
  • To meet the deadline to the beginning of the Christmas holidays, must be achieved within the framework agreement earlier this week (then it would not manage the legislative process)

S & P 500

  • Burden especially Apple (-3.8%). Growing concern about the competitiveness
  • Today JPMorgan raised its target index, the S & P 500 at the end of a 1440 bz 1430b. Inveestoři supposedly too afraid fiscal cliff (expect higher interest of institutional investors FedEx, Dell, Boeing, Halliburton, Peabody Energy)

ASIA

Japan

  • Yesterday's elections convincingly won the opposition Liberal Democratic Party
  • Followed by a decrease yen (expected further monetary expansion) and growth Nikkei (condition for exporters)

EUROPE

Draghi

  • At 15:30 will appear before the European Parliament
  • Will talk about the current development of the European debt crisis
  • Probably not say anything revolutionary, but it will watch markets

SUPERSPAD

Deutsche Telekom

  • According to Handelsblatt Germany considers that instead of cash dividends for the year 2012 DTE asks the dividend in the form of newly issued shares
  • Germany own 32% DTE, it would be only a part of them, not all shareholders
  • Germany would thus like to help increase investment DTE - a positive factor
  • Dilution - negative factor
  • Information is not entirely new, speculated about it last week
  • In premarket no reaction

Infineon

  • CEO Ploss considering several "small" and "medium-sized" acquisitions
  • Also plans to expand buyback
  • Not specify any concrete numbers

COMMODITIES

Oil

  • Maintain the support of 87 USD / barrel and slightly increases with how to improve the prospects of the world economy
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Akciová snídaně 17.12. - fiskální útes, Japonsko, Draghi, Deutsche T., makro

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