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Thursday's Main Events - 1 August 2013

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For Data Definitions and what could be impacted, see our Dictionary

NB: Data and consensus provided by third parties - accuracy cannot be guaranteed
Note that data significance will vary depending on what you trade

Companies Reporting

Reported Consensus
Time Country Company Reporting (period) EPS/Revenues EPS /Revenues
06:00 FRANCE SOCIETE GENERALE  €0.87 / €6.2B €0.86 / €5.85B
06:30 GERMANY BMW  €2.11/ €19.5B €2.01 / €19.6
CONTINENTAL  €3.6 / €8.6B €2.68 / €8.5B
07:00 UK ROYAL DUTCH SHELL  $0.38 / $112.7B $0.93 / $114.6
LLOYDS BANKING GROUP  £0.022 / £9.5B £0.02 / £9.2B
BAE SYSTEMS  £0.178 / £8.4B £0.17 / £8.7
ASTRAZENECA  £1.20 / £6.2B $1.2 / $6.2B
B/M USA CONOCOPHILIPS  $1.41 / $1.29 / £11.6
P&G  $0.79 / $0.77 / $20.6B
TIME WARNER $1.65 / $5.6B
EXXON MOBIL  $1.55 / $1.90 / $105.5B
13:00 USA KELLOG $0.98 / $3.8B
21:00 USA KRAFT $0.67 / $4.8B
N/A USA AIG $0.86 / $13.1B

Macro Economic Data

  • Green (Beat consensus)
  • Black (In-line with consensus)
  • Red (Missed consensus)
  • R+ (Revised up)
  • R- (Revised down)
  • Yellow (important)
Time Country Data Reported Consensus Prior
00:30 AUSSIE AIG PERFORMANCE OF MANUFACTURING INDEX (JUL)  42.0 49.6
01:00 AUSSIE RPDATA/RISMARK HOUSE PRICES (MOM) (JUL)  1.6% 1.90%
02:00 CHINA MANUFACTURING PMI (JUL)  50.3 49.8 50.1
AUSSIE HIA NEW HOME SALES (MOM) (JUN)  3.4% 1.60%
02:30 AUSSIE IMPORT PRICE INDEX (QOQ) (2Q)  -0.3% 2.00% 0.00%
EXPORT PRICE INDEX (QOQ) (2Q)  -0.3% 0.30% 2.80%
02:45 CHINA HSBC/MARKIT MANUFACTURING PMI (JUL)  47.7 47.7 48.2
06:00 JAPAN VEHICLE SALES (YOY) (JUL)  -13.5% -15.80%
07:30 SWEDEN MANUFACTURING PMI (JUL)  51.3 53 53.5
08:00 NORWAY MANUFACTURING PMI (JUL) 49.1 46.7
08:13 SPAIN MANUFACTURING PMI (JUL)  49.8 50.6 50
08:43 ITALY MANUFACTURING PMI (JUL)  50.4 49.7 49.1
08:48 FRANCE MANUFACTURING PMI (JUL F)  49.7 49.8 48.4
08:53 GERMANY MANUFACTURING PMI (JUL F)  50.7 50.3 50.3
08:58 E/ZONE MANUFACTURING PMI (JUL F)  50.3 50.1 48.8
09:00 GREECE MANUFACTURING PMI (JUL)  47.0 45.4
09:28 U.K MANUFACTURING PMI (JUL)  54.6 52.8 52.5
12:00 U.K BOE RATE ANNOUNCEMENT (AUG 1)  0.5% 0.50% 0.50%
BOE ASSET PURCHASE TARGET (AUG)  £375B  £375B £375B
12:30 U.S.A CHALLENGER JOB CUTS (JUL)  2.3% 4.80%
12:45 E/ZONE ECB ANNOUNCES INTEREST RATES (AUG 1)  0.5% 0.50% 0.50%
ECB DEPOSIT FACILITY RATE (AUG 1)  0.0% 0.00% 0.00%
13:30 U.S.A INITIAL JOBLESS CLAIMS (JUL 27)  326K 345K 345K R+
CONTINUING CLAIMS (JUL 20)  2.951M 3.000M 3.003M R+
13:58 U.S.A MARKIT PMI (JUL F)  53.7 53.2
14:45 U.S.A BLOOMBERG CONSUMER COMFORT (JUL 28)  -27.0 -27.3
15:00 U.S.A CONSTRUCTION SPENDING (MOM) (JUN)  -0.6% 0.40% 1.30% R+
ISM MANUFACTURING (JUL)  55.4 52 50.9
ISM PRICES PAID (JUL)  49.0 53.8 52.5
15:30 U.S.A EIA NATURAL GAS STORAGE CHANGE (JUL 26) 54 41
21:30 U.S.A M2 MONEY SUPPLY (JUL 22) £54.1B
22:00 U.S.A TOTAL VEHICLE SALES (JUL) 15.80M  15.89M
22:00 U.S.A DOMESTIC VEHICLE SALES (JUL) 12.40M 12.43M

Speeches / Events

Time Country Speech / Event
09:00 SPAIN PM RAJOY TESTIFIES IN CONGRESS
12:00 U.K BOE MONETARY POLICY COMMITTEE DECISION
13:30 E/ZONE ECB’S DRAGHI HOLDS PRESS CONFERENCE

Government Debt Auction

Time Country Government Debt Auction Sold Yield / Demand Prior Yield/Demand
09:30 SPAIN €2.0-3.0B BONO AUCTION
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