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Thursday's Main Events - 31 October 2013

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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 BNP PARIBAS   / €9.3B €0.99 / €9.92B
TOTAL  €1.19 / €46.7B €1.21 / €43.79B
06:30 GERMANY BAYER  €1.27 / €9.64B €1.22 / €9.85B
LUFTHANSA  €0.98 / €8.3B €1.24 / €8.45B
07:00 UK BT  €0.06 / €4.49B
BG GROUP  $0.315 / €4.4B $0.29 / $5.06B
ROYAL DUTCH SHELL  $0.71 / $118.3B $0.81 / $116.3B
ASTRAZENECA  $1.21 / $6.25B $1.27 / $6.38B
B/M USA MARATHON PETROLEUM  $0.54 / $26.3B $0.63 / $26.63B
CONOCOPHILIPS  $1.47 / $ $1.45 / $9.99B
TIME WARNER CABLE  $1.69 / $5.52 $1.64 / $5.54B
EXXON MOBIL  $1.79 / $112.4B $1.77 / $111.32B
MASTERCARD  $7.27 / $2.2B $6.94 / $2.13B
AIG $0.96 / $13.22B

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
N/A JAPAN BOJ TARGET RATE & MONETARY POLICY STATEMENT  0.00% 0.00% 0.00%
00:05 U.K GFK CONSUMER CONFIDENCE (OCT)  -11 -8 -10
00:30 AUSSIE IMPORT PRICE INDEX (QOQ) (3Q)  6.1% 3.50% -0.30%
PRIVATE SECTOR CREDIT (MOM) (SEP)  0.3% 0.40% 0.30%
PRIVATE SECTOR CREDIT (YOY) (SEP)  3.3% 3.40% 3.40%
BUILDING APPROVALS (MOM) (SEP)  14.4% 2.80% -4.70%
BUILDING APPROVALS (YOY) (SEP)  18.6% 1.20% 7.70%
01:30 JAPAN LABOR CASH EARNINGS (YOY) (SEP)  0.1% -0.40% -0.90%
05:00 JAPAN HOUSING STARTS (YOY) (SEP)  19.4% 12.10% 8.80%
ANNUALIZED HOUSING STARTS (SEP)  1.044M 0.983M 0.960M
CONSTRUCTION ORDERS (YOY) (SEP)  89.8% 21.40%
07:00 U.K NATIONWIDE HOUSE PRICES (MOM) (OCT)  1.0% 0.70% 0.90%
NATIONWIDE HOUSE PRICES (NSA) (YOY) (OCT)  5.8% 5.10% 5.00%
GERMANY RETAIL SALES (MOM) (SEP)  -0.4% 0.40% -0.20%
RETAIL SALES (YOY) (SEP)  0.2% 1.10% 0.30%
IMPORT PRICE INDEX (MOM) (SEP)  0.0% 0.10% 0.10%
IMPORT PRICE INDEX (YOY) (SEP)  -2.8% -2.80% -3.40%
GFK CONSUMER CONFIDENCE (NOV)  7.0 7.2 7.1
07:45 FRANCE PPI (MOM) (SEP)  0.3% 0.30%
PPI (YOY) (SEP)  0.1% 0.00% -0.40%
CONSUMER SPENDING (MOM) (SEP)  -0.1% 0.30% -0.40%
CONSUMER SPENDING (YOY) (SEP)  -0.1% 0.20% -0.10%
09:00 ITALY UNEMPLOYMENT RATE (SEP P)  12.50% 12.30% 12.20%
10:00 E/ZONE UNEMPLOYMENT RATE (SEP)  12.2% 12.00% 12.00%
CPI ESTIMATE (YOY) (OCT)  0.7% 1.10% 1.10%
CPI CORE (YOY) (OCT A)  0.8% 1.00% 1.00%
ITALY CPI NIC INCLUDING TOBACCO (MOM) (OCT P)  -0.3% 0.30% -0.30%
CPI NIC INCLUDING TOBACCO (YOY) (OCT P)  -0.3% 1.20% 0.90%
HARMONISED CPI (YOY) (OCT)  0.7% 1.10% 0.90%
11:00 ITALY PPI (MOM) (SEP)  0.0% 0.20% 0.20%
PPI (YOY) (SEP)  -2.2% -2.00% -2.30%
12:30 U.S.A INITIAL JOBLESS CLAIMS (OCT 26)  340K 339K 350K
CONTINUING CLAIMS (OCT 19)  2.881M  2.870M 2.850M R-
CANADA GDP (MOM) (AUG)  0.3% 0.10% 0.60%
GDP (YOY) (AUG)  2.0% 1.70% 1.40%
AVERAGE WEEKLY EARNINGS (YOY) (AUG)  1.3% 1.30%
13:45 U.S.A CHICAGO PMI (OCT)  65.9 55 55.7
BLOOMBERG CONSUMER COMFORT (OCT 27)  -37.6 -36.1
14:30 U.S.A EIA NATURAL GAS STORAGE CHANGE (OCT 25)  38 34 87
22-30 AUSSIE AIG PERFORMANCE OF MANUFACTURING INDEX (OCT) 51.7
23-00 AUSSIE RPDATA/RISMARK HOUSE PRICE (OCT) 1.60%

Speeches / Events

Time Country Speech / Event / Report
07:30 JAPAN BOJ’S GOVERNOR KURODA SPEAKS
09:00 E/ZONE ECB’S LIIKANEN & COSTA SPEAK
16:00 CANADA BOC’S MURCHISON SPEAKS
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This research is produced by Accendo Markets Limited. Research produced and disseminated by Accendo Markets is classified as non-independent research, and is therefore a marketing communication. This investment research has not been prepared in accordance with legal requirements designed to promote its independence and it is not subject to the prohibition on dealing ahead of the dissemination of investment research. This research does not constitute a personal recommendation or offer to enter into a transaction or an investment, and is produced and distributed for information purposes only.

Accendo Markets considers opinions and information contained within the research to be valid when published, and gives no warranty as to the investments referred to in this material. The income from the investments referred to may go down as well as up, and investors may realise losses on investments. The past performance of a particular investment is not necessarily a guide to its future performance. Prepared by Michael van Dulken, Head of Research

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