top of page
Search
Writer's pictureSimon Charles Hooper

12/12/22 Briefing


The S&P 500 futures are up 10 points and are trading 0.3% above fair value. The Nasdaq 100 futures are up 28 points and are trading 0.2% above fair value. The Dow Jones Industrial Average futures are up 61 points and are trading 0.2% above fair value.

Coming off last week's losses, the equity futures market indicates a modestly higher open. Some M&A news this morning and some bargain hunting pursuits after last week's large losses are helping to prop things up.

Still, there is likely some hesitation in play as market participants await the November Consumer Price Index tomorrow at 8:30 a.m. ET followed by the FOMC decision Wednesday.


In addition to the Fed's FOMC meeting, the European Central Bank and the Bank of England will announce policy decisions on Thursday.

According to Bloomberg, COVID cases are spreading rapidly through China, but the government is continuing to ease its zero-COVID policies.

Treasury yields are moving lower. The 2-yr note yield is down two basis points to 4.32% and the 10-yr note yield is down three basis point to 3.53%.

In corporate news:

  • Microsoft (MSFT 246.70, +1.28, +0.5%): announced a 10-year strategic partnership with the London Stock Exchange Group; MSFT will also purchase an approximately 4% equity stake in the London Stock Exchange Group

  • Coupa Software (COUP 78.54, +16.45, +26.5%): to be acquired by Thoma Bravo for $81/share, enterprise value of $8 billion (shares halted); beats by $0.05, beats on revs

  • Horizon Pharma (HZNP 111.88, +14.59, +15.0%): Amgen (AMGN) confirms it will acquire HZNP for $116.50/share in cash

  • Weber (WEBR 7.93, +1.43, +22.0%): to be taken private by BDT Capital Partners for $8.05/share; deal expected to close in 1H23

  • Gap (GPS 14.27, +0.37, +2.7%): upgraded to Buy form Neutral at Goldman Sachs

  • Box (BOX 29.28, +1.17, +4.2%): upgraded to Overweight from Neutral at JP Morgan

  • Rivian Automotive (RIVN 26.64, -0.65, -2.4%): pauses partnership discussions with Mercedes-Benz on electric van production in Europe

  • Spirit Airlines (SAVE 20.13, -0.11, -0.5%): offers 43% raise to pilots over two years, according to Reuters

Reviewing overnight developments:

  • Equity indices in the Asia-Pacific region began the week on a lower note with markets in China feeling pressure from property and bank names. Japan's Nikkei: -0.2%, Hong Kong's Hang Seng: -2.2%, China's Shanghai Composite: -0.9%, India's Sensex: -0.1%, South Korea's Kospi: -0.7%, Australia's ASX All Ordinaries: -0.5%.

    • In economic data:

      • China's November New Loans CNY1.21 trln (expected CNY1.35 trln; last CNY615.20 bln) and Total Social Financing CNY1,999 bln (expected CNY2,100 bln; last CNY907.9 bln)

      • Japan's November PPI 0.6% m/m (expected 0.5%; last 0.6%); 9.3% yr/yr (expected 8.9%; last 9.1%). Q4 BSI Manufacturing Conditions -3.6 (expected 2.3; last 1.7). November Machine Tool Orders -7.8% yr/yr (last -5.5%)

      • New Zealand's October Visitor Arrivals 6.8% m/m (last 16.6%)


  • In news:

    • Komatsu reported that excavator demand from China was down 11.3% yr/yr, representing the ninth consecutive decline.

    • Japan's largest industrial union will reportedly seek a 6.0% total salary increase during spring wage talks.



  • Major European indices trade near their flat lines while Spain's IBEX (-0.5%) underperforms. STOXX Europe 600: -0.5%, Germany's DAX: -0.4%, U.K.'s FTSE 100: -0.3%, France's CAC 40: -0.4%, Italy's FTSE MIB: -0.1%, Spain's IBEX 35: -0.5%.

    • In economic data:

      • U.K.'s October GDP 0.5% m/m (expected 0.4%; last -0.6%); 1.5% yr/yr (expected 1.4%; last 1.3%). October Industrial Production 0.0% m/m (expected 0.1%; last 0.2%); -2.4% yr/yr (expected -2.8%; last -3.1%). October Manufacturing Production 0.7% m/m (expected 0.1%; last 0.0%); -4.6% yr/yr (expected -5.4%; last -5.8%). October Construction Output 0.8% m/m (expected 0.1%; last 0.4%); 7.4% yr/yr (expected 6.5%; last 5.6%). October trade deficit GBP14.48 bln (expected deficit of GBP15.65 bln; last deficit of GBP15.66 bln)


  • In news:

    • British Finance Minister Hunt warned that his country's economy is expected to weaken before improving.

    • French President Macron said that pension reform plans will be announced on January 10.

    • Microsoft acquired a stake in the London Stock Exchange. Fitch affirmed the U.K.'s AA- rating with a Negative outlook.



U.S. equity futures:

  • S&P 500 Futures: +12 @ 3,947

  • DJIA Futures: +65 @ 33,542

  • Nasdaq 100 Futures: +34 @ 11,597

Overseas:

  • Europe: DAX -0.4%, FTSE -0.3%, CAC -0.4%

  • Asia: Nikkei -0.2%, Hang Seng -2.2%, Shanghai Composite -0.9%

Commodities:

  • Crude Oil -0.16 @ 70.86

  • Nat Gas +0.669 @ 6.919

  • Gold -9.05 @ 1801.65

  • Silver -0.135 @ 23.582

  • Copper -0.0495 @ 3.829

Earnings/Guidance:

  • Coupa Software (COUP) beats by $0.05, beats on revs

  • Inotiv ( NOTV 3.65% ) sees FY22 below consensus; provides outlook on additional metrics

  • Pembina Pipeline ( PBA 2.33% ) issues FY23 guidance; provides business update

News:

  • China medical advisor says Omicron risks are same as flu, according to Bloomberg

  • Coronavirus spreading rapidly in China, according to Bloomberg

  • Congress will resume negotiations on government funding ahead of Friday's deadline. The two sides have differences over $26 billion in non-defense spending and IRS funding, according to the Wall Street Journal

  • Treasury Secretary Janet Yellen believes inflation will be lower in 2023. She said there is a risk of recession, but it's not necessary to bring inflation down, 60 Minutes

  • Investor withdraws from crypto exchanges hit record, according to Financial Times

  • UK rail unions will strike for four days this week, according to Financial Times

  • Air India could soon purchase 500 jets, according to Reuters

  • White House issues readout of President Biden's call with President Zelenskyy of Ukraine

  • AbbVie ( ABBV 1.77% ) Presents Data at the 64th American Society of Hematology (ASH) Annual Meeting for Investigational Navitoclax in Combination With Ruxolitinib for JAK Inhibitor-Nave Myelofibrosis Patients

  • AbbVie ( ABBV 1.77% ) Presents Data at the 64th American Society of Hematology (ASH) Annual Meeting Evaluating Epcoritamab (DuoBody-CD3xCD20) Across B-Cell Lymphomas

  • Adaptive Biotechnologies ( ADPT 6.67% ) Highlights New Data Showcasing the Clinical Utility of clonoSEQ MRD Testing in Patients with Blood Cancers at the 64th ASH Annual Meeting

  • Adicet Bio ( ACET 13.13% ) Reports Positive Data from Ongoing ADI-001 Phase 1 Trial in Patients with Relapsed or Refractory Aggressive B-Cell Non-Hodgkin's Lymphoma

  • Affimed ( AFMD 0.49% ) Reports Topline Data from AFM13 Monotherapy Phase 2 REDIRECT Study in Patients with Relapsed or Refractory Peripheral T Cell Lymphoma

  • Affimed ( AFMD 0.49% ) Reports Topline Data from AFM13 Monotherapy Phase 2 REDIRECT Study in Patients with Relapsed or Refractory Peripheral T Cell Lymphoma

  • Agios ( AGIO 1.85% ) Presents Updated PYRUKYND (mitapivat) Long-term Extension Data Demonstrating Sustained Clinical Benefits in Adults with Pyruvate Kinase (PK) Deficiency at 64th ASH Annual Meeting and Exposition

  • Agios ( AGIO 1.85% ) Presents Updated PYRUKYND (mitapivat) Data Highlighting Long-term Safety Profile and Durable Improvement in Hemoglobin and Markers of Hemolysis and Ineffective Erythropoiesis in Non-transfusion-dependent a- and -Thalassemia at 64th ASH Annual Meeting and Exposition

  • Alibaba ( BABA 3.01% ): Some institutions are selling shares of Alibaba and Tencent (TCEHY), according to the Wall Street Journal

  • AlloVir ( ALVR 5.66% ) Announces Positive Final Results in Phase 2 Posoleucel Multi-Virus Prevention Study In Oral Presentation at the 64th ASH Annual Meeting and Exposition

  • Assured Guaranty ( AGO 0.60% ): Puerto Rico HTA bankruptcy exit reduces Assured Guaranty's insured Puerto Rico exposure by $711 million

  • Beam Therapeutics ( BEAM 5.75% ) Presents First In Vivo Proof of Concept Preclinical Data on Multiplex Base Edited ESCAPE Platform for Non-Genotoxic Conditioning Regimen for Patients with Sickle Cell Disease Ahead of Autologous Transplant

  • Blackstone ( BX 0.72% ) warns of potential delays of new private equity fund amid investor withdrawals, according to Financial Times

  • Blueprint Medicines ( BPMC 0.98% ) reports clinical data highlighting leadership in developing targeted treatment options for patients with systemic mastocytosis

  • Bristol Myers Squibb ( BMY 1.33% ) Announces First Disclosures and New Data at ASH 2022, Demonstrating Commitment to Raising Standards in Treatment Through Broad Multiple Myeloma Portfolio

  • Centessa Pharmaceuticals ( CNTA 0.00% ) Announces Additional 18-Months of Continued Treatment Data from Open-Label Extension (OLE) of Phase 2a Study of SerpinPC for Hemophilia

  • CNX Resources ( CNX 0.57% ) provides update on Appalachia-Focused strategy

  • Cogent Biosciences ( COGT 1.16% ) Announces Positive Updated Clinical Data from Ongoing Phase 2 APEX Trial Evaluating Bezuclastinib in Patients with Advanced Systemic Mastocytosis

  • Credit Suisse ( CS 1.51% ) made a $140 mln loan to Greensill Capital based on suspicions invoices, according to Financial Times

  • CTI BioPharma ( CTIC 2.84% ) Presents New Anemia Benefit Data from Pacritinib Program at the 2022 American Society of Hematology Annual Meeting and Exposition

  • Eagle Pharma ( EGRX 2.30% ) reaches settlement agreement with Accord Healthcare related to BENDEKA

  • Equinor ( EQNR 1.06% ) announces that Phase 1 of Askeladd will bring 18 billion cubic metres of gas and two million cubic metres of condensate to the market via the Hammerfest LNG plant on Melkya

  • Fate Therapeutics ( FATE 1.15% ) Highlights iPSC-derived, Off-the-shelf CAR NK Cell Programs for Multiple Myeloma at 2022 ASH Annual Meeting

  • Fate Therapeutics ( FATE 1.15% ) Announces Clinical Safety and Activity Data of First-ever iPSC-derived CAR T-cell Therapy at 2022 ASH Annual Meeting

  • Genmab ( GMAB 0.74% ) Showcases Data From Robust Development Program Evaluating Epcoritamab (DuoBody-CD3xCD20) in Patients Across a Broad Range of B-Cell Lymphomas at the 64th Annual ASH Meeting

  • Gilead Sciences ( GILD 1.68% ): Body of Evidence Grows From ZUMA-7 Study Supporting Initial Treatment With Kite's Yescarta CAR T-cell Therapy for Patients With Relapsed or Refractory Large B-cell Lymphoma

  • GlaxoSmithKline ( GSK 1.72% ): New data at ASH underscore the potential for durable, clinically important responses with momelotinib for myelofibrosis patients

  • Graphite Bio ( GRPH 2.65% ) Presents Preclinical Data for Novel Sequencing Method Used to Determine Gene Editing Outcomes at 64th ASH Annual Meeting

  • Helmerich & Payne ( HP 3.29% ) increased the maximum number of shares authorized to be repurchased in calendar year 2023 to five million common shares

  • IDEAYA Biosciences ( IDYA 1.75% ) announces submission of IND Application to the U.S. FDA for PARG development candidate IDE161

  • IGM Biosciences ( IGMS 7.05% ) Presents Data from T cell Engager Portfolio for Hematologic Malignancies at 2022 American Society of Hematology Annual Meeting

  • ImmunoGen ( IMGN 0.96% ) Presents Findings from Expansion Cohorts in Phase 1b/2 Study of Pivekimab Sunirine with Vidaza and Venclexta in Acute Myeloid Leukemia at ASH

  • Incyte's ( INCY 2.10% ) Novel Mutant CALR Antibody Unveiled at ASH 2022 Plenary Scientific Session

  • Incyte's ( INCY 2.10% ) Novel Mutant CALR Antibody Unveiled at ASH 2022 Plenary Scientific Session

  • JetBlue Airways ( JBLU 0.00% ) discloses that it and Mr. Robin Hayes, the Company's Chief Executive Officer, executed an amendment to Mr. Hayes' employment agreement, extending his term of employment for an additional two years, through September 1, 2025. The remaining terms of Mr. Hayes' employment agreement are unchanged

  • Karyopharm ( KPTI 2.40% ) Announces Presentation of Updated Phase 1 Selinexor Data in Patients with Treatment-Nave Myelofibrosis at ASH 2022

  • Kymera Therapeutics ( KYM R) Presents Preclinical Data Demonstrating Activity of KT-253, a Selective Heterobifunctional MDM2 Degrader, in Acute Myeloid Leukemia at the American Society of Hematology Annual Meeting

  • Kura Oncology ( KURA 0.72% ) Presents Updated Clinical Data from KOMET-001 Trial of Menin Inhibitor Ziftomenib at American Society of Hematology Annual Meeting

  • LAVA Therapeutics ( LVTX 5.07% ) Announces Updated Data from the Phase 1/2a Clinical Trial of LAVA-051 at the 64th American Society of Hematology (ASH) Annual Meeting and Exposition

  • Lazard ( LAZ 0.08% ) reported that its preliminary assets under management ('AUM') as of November 30, 2022 totaled approximately $221.0 billion

  • Microsoft ( MSFT 0.80% ): London Stock Exchange (LDNXF) and MSFT announced a 10-year strategic partnership with the London Stock Exchange Group; MSFT will also purchase an approximately 4% equity stake in LDNXF

  • Monolithic Power ( MPW 1.75% R) announced that MPS and Vanguard International Semiconductor Corporation have entered into a foundry agreement to produce power semiconductors

  • MorphoSys ( MOR 0.00% ) announced results from analyses of the ongoing MANIFEST study, an open-label Phase 2 clinical trial of pelabresib, an investigational BET inhibitor, in patients with myelofibrosis, a type of bone marrow cancer with limited treatment options; also announced final safety and efficacy results from firstMIND

  • Noah Holdings ( NOAH 0.68% ) recently received a civil judgment from the Bozhou Intermediate People's Court of Anhui Province

  • Ocular Therapeutix ( OCUL 5.43% ): Titan Pharmaceuticals (TTNP) announces licensing agreement with Ocular Therapeutix

  • Pfizer ( PFE 0.12% ) Presents Updated Favorable Elranatamab Data from Pivotal Phase 2 MagnetisMM-3 Trial

  • Poseida Therapeutics ( PSTX 0.87% ) Presents Preclinical Data from P-FVIII-101 Gene Therapy for Hemophilia A at the 64th ASH Annual Meeting & Exposition

  • PriceSmart ( PSMT 0.81% ) appoints Robert Price as interim CEO, effective when current CEO Sherry Bahrambeygu retires on February 3, 2023

  • Regeneron Pharma ( REGN 2.01% ): Pivotal Odronextamab (CD20xCD3) Phase 2 Data in Patients with Relapsed/Refractory Diffuse Large B-cell Lymphoma Debut at ASH

  • Rivian Automotive ( RIVN 4.51% ) pauses partnership discussions with Mercedes-Benz on electric van production in Europe

  • Roche Hldg ( RHHBY ): Genentech Presents New and Updated Data for Polivy in Previously Untreated Diffuse Large B-Cell Lymphoma at ASH 2022

  • Roche Hldg ( RHHBY ): Interim Data From Phase III Study Presented at ASH 2022 Show Hemlibra (emicizumab-kxwh) Achieved Meaningful Bleed Control in Infants From Birth40.51

  • Sana Biotechnology ( SANA 6.77% ) Highlights Hypoimmune Allogeneic CAR T Cell Programs and in vivo Technology Platform with Six Presentations at 2022 ASH Annual Meeting

  • Sangamo Therapeutics ( SGMO 1.15% ) presented updated preliminary proof-of-concept clinical data from the Phase 1/2 PRECIZN-1 study of BIVV003

  • Schrdinger ( SDGR 0.37% ) Presents New Preclinical Data Supporting Advancement of CDC7 Inhibitor Development Candidate, SGR-2921, at American Society of Hematology 2022 Annual Meeting

  • Science Applications ( SAIC 2.14% ) awarded $350 mln U.S. Navy contract

  • Spirit Airlines ( SAVE 0.30% ) offers 43% raise to pilots over two years, according to Reuters

  • Stellantis ( STLA 2.70% ) aiming to stop operations at Illinois assembly plant to control costs, according to the Wall Street Journal

  • Sutro Biopharma ( STRO 5.20% ) Announces Presentation of STRO-002 Data from the Compassionate Use Program in Pediatric Patients with Relapsed/Refractory CBF/GLIS AML at ASH 2022

  • Syndax ( SNDX 2.04% ) Announces Positive Updated Data from Phase 1 Portion of AUGMENT-101 Trial of Revumenib in Patients with Acute Leukemias During Oral Presentations at 64th ASH Annual Meeting

  • Syros ( SYRS 4.39% ) Presents Safety Lead-in Data from SELECT-AML-1 Trial Evaluating Tamibarotene in Combination with Venetoclax and Azacitidine and Announces Plans to Initiate Randomized Portion of Phase 2 Trial

  • TC Energy ( TRP 0.84% ) actively responding to oil incident

  • TechTarget ( TTGT 0.05% ) announces restructuring plan, eliminating approximately 60 positions, or 5% of its workforce; expects to substantially complete plan by end of 1Q23

  • Thomson Reuters ( TRI 0.14% ) and Blackstone (BX) sign definitive agreement to sell shares of London Stock Exchange Group plc to Microsoft (MSFT)

  • TotalEnergies SE ( TTE 1.56% ) mobilizes to explore block 9 in 2023

  • Toyota ( TM 0.75% ) aiming to outline adjustments to its EV plan, according to Reuters

  • Vertex ( VRTX 2.83% ) and CRISPR Therapeutics to Present at the American Society of Hematology (ASH) Annual Meeting and Exposition

  • WisdomTree ( WT 0.76% ) reports November metrics; Record global AUM over $80 billion

M&A:

  • Albertsons Companies ( ACI 0.88% ) Issues Statement Regarding the Denial of a Request for Preliminary Injunction by the Attorney General of the State of Washington and Extension of the Temporary Restraining Order on its Special Dividend Payment

  • Americas Technology Acquisition Corp ( ATA 0.00% ) terminates business combination agreement with Rally Communitas Corp. by mutual agreement

  • Boston Scientific ( BSX 0.19% ) announces strategic investment to acquire majority stake of Acotec Scientific Holdings

  • Coupa Software ( COUP 2.53% ) to be acquired by Thoma Bravo for $81/share, enterprise value of $8 billion

  • H&E Equipment Services ( HEES 1.45% ) signs definitive agreement to sell Komatsu Earthmoving Distributorship

  • Horizon Pharma ( HZNP 0.39% ) no longer in merger discussions with Sanofi (SNY)

  • Horizon Pharma ( HZNP 0.39% ): Amgen (AMGN) confirms it will acquire HZNP for $116.50/share in cash

  • Imago BioSciences ( IMGO 0.14% ): Merck (MRK) begins tender offer to acquire Imago BioSciences

  • Ryan Specialty Group ( RYAN 0.46% acquires Griffin Underwriting Services

  • Weber ( WEBR 0.31% ) to be taken private by BDT Capital Partners for $8.05/share; deal expected to close in 1H23

Syndicate:

  • Axon ( AXON 1.81% ) discloses it issued and sold $690 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2027

  • Chesapeake Energy ( CHK 0.65% ) announces new senior secured reserve-based revolving credit facility

  • Murphy USA ( MUSA 0.89% ) files mixed securities shelf offering

  • Ooma ( OOMA 0.90% ) files $100 mln mixed securities shelf offering

IPOs:

  • Expect to Price:

    • No IPOs expected.


Gapping Up/Down

  • Gapping up:

    • GRCL +17.9%, HZNP +13.7%, BVH +6.8%, ALVR +5%, ARGX +4.8%, DTIL +3.4%, CNTA +3.1%, BEAM +2.1%, FATE +1.6%, BSX +1.2%, COGT +1.1%, OCUL +1.1%, CTIC +0.9%, REGN +0.7%, VRTX +0.6%, GMAB +0.5%, MSFT +0.5%


  • Gapping down:

    • ONCT -14%, ACET -13.7%, LVTX -9.5%, ABCM -6.7%, RIVN -4.8%, IDYA -4.2%, AMGN -3.1%, IGMS -2.7%, GRPH -2.7%, ACI -2.3%, AFMD -2%, ADPT -1.8%, IMGN -0.8%, SGMO -0.6%



Analyst Research (see Upgrades/Downgrades calendar for full list):

  • Upgrades

    • Becton Dickinson (BDX) upgraded to Neutral from Sell at Citigroup; tgt raised to $250

    • Best Buy (BBY) upgraded to Neutral from Sell at Goldman; tgt raised to $83

    • Box (BOX) upgraded to Overweight from Neutral at JP Morgan; tgt raised to $34

    • Crane (CR) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $129

    • Glaukos (GKOS) upgraded to Buy from Neutral at Citigroup; tgt $57


  • Downgrades:

    • Accenture (ACN) downgraded to Underweight from Neutral at Piper Sandler; tgt $268

    • Boyd Gaming (BYD) downgraded to Mkt Perform from Mkt Outperform at JMP Securities


  • Others:

    • Analog Devices (ADI) initiated with a Positive at Susquehanna; tgt $205


Upcoming Events:

  • Econ Data:

    • 14:00 ET: Treasury Budget for Nov (Briefing.com Consensus NA; Prior -$87.8B)


  • Earnings:

    • Monday (Dec 12)

      • Afternoon: COUP FLNC ORCL


  • Tuesday (Dec 13)

    • Morning: CNM PLAB

    • Afternoon: ABM BRZE


  • Wednesday (Dec 14)

    • Morning: REVG WEBR

    • Afternoon: LEN NDSN TCOM


  • Thursday (Dec 15)

    • Morning: JBL


  • Friday (Dec 16)

    • Morning: ACN DRI WGO



Asia & Europe detail:

Asia: Nikkei -0.2%, Hang Seng -2.2%, Shanghai Composite -0.9%

Equity indices in the Asia-Pacific region began the week on a lower note with markets in China feeling pressure from property and bank names. Komatsu reported that excavator demand from China was down 11.3% yr/yr, representing the ninth consecutive decline. Japan's largest industrial union will reportedly seek a 6.0% total salary increase during spring wage talks.

  • In economic data:

    • China's November New Loans CNY1.21 trln (expected CNY1.35 trln; last CNY615.20 bln) and Total Social Financing CNY1,999 bln (expected CNY2,100 bln; last CNY907.9 bln)

    • Japan's November PPI 0.6% m/m (expected 0.5%; last 0.6%); 9.3% yr/yr (expected 8.9%; last 9.1%). Q4 BSI Manufacturing Conditions -3.6 (expected 2.3; last 1.7). November Machine Tool Orders -7.8% yr/yr (last -5.5%)

    • New Zealand's October Visitor Arrivals 6.8% m/m (last 16.6%)


---Equity Markets---

  • Japan's Nikkei: -0.2%

  • Hong Kong's Hang Seng: -2.2%

  • China's Shanghai Composite: -0.9%

  • India's Sensex: -0.1%

  • South Korea's Kospi: -0.7%

  • Australia's ASX All Ordinaries: -0.5%

---FX---

  • USD/JPY: +0.2% to 136.79

  • USD/CNH: +0.1% to 6.9770

  • USD/INR: +0.1% to 82.53

Europe: DAX -0.4%, FTSE -0.3%, CAC -0.4%

Major European indices trade near their flat lines while Spain's IBEX (-0.5%) underperforms. British Finance Minister Hunt warned that his country's economy is expected to weaken before improving. French President Macron said that pension reform plans will be announced on January 10. Microsoft acquired a stake in the London Stock Exchange. Fitch affirmed the U.K.'s AA- rating with a Negative outlook.

  • In economic data:

    • U.K.'s October GDP 0.5% m/m (expected 0.4%; last -0.6%); 1.5% yr/yr (expected 1.4%; last 1.3%). October Industrial Production 0.0% m/m (expected 0.1%; last 0.2%); -2.4% yr/yr (expected -2.8%; last -3.1%). October Manufacturing Production 0.7% m/m (expected 0.1%; last 0.0%); -4.6% yr/yr (expected -5.4%; last -5.8%). October Construction Output 0.8% m/m (expected 0.1%; last 0.4%); 7.4% yr/yr (expected 6.5%; last 5.6%). October trade deficit GBP14.48 bln (expected deficit of GBP15.65 bln; last deficit of GBP15.66 bln)


---Equity Markets---

  • STOXX Europe 600: -0.5%

  • Germany's DAX: -0.4%

  • U.K.'s FTSE 100: -0.3%

  • France's CAC 40: -0.4%

  • Italy's FTSE MIB: -0.1%

  • Spain's IBEX 35: -0.5%

---FX---

  • EUR/USD: +0.3% to 1.0567

  • GBP/USD: -0.1% to 1.2271

  • USD/CHF: -0.1% to 0.9320

2 views0 comments

Recent Posts

See All

Opmerkingen


bottom of page