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Thursday's Main Events - 30 January 2014

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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

Time Country Company Reporting (period) Reported
EPS/Revenues
Consensus
EPS /Revenues
Previous
07:00 UK DIAGEO (H1) £0.62 / £6.05B £0.44 / £5.39B
ROYAL DUTCH SHELL (FY) $3.16 / $453B $4.02 / $467.15B
BSKYB (H1) £0.27 / £3.76B £0.32 / $3.7B
N/A SANTANDER (FY) €0.42 / €40.2B €0.23 / €43.68B
A/M LOUIS VUITTON (FY) €7.06 / €29.4B €6.74 / €28.1B
11:00 USA WHIRLPOOL (Q4) $3.03 / $5.03B $2.72 / $4.68B
B/M USA CONOCOPHILLIPS (Q4) $1.32 / $14.87B $1.47 / $15.47B
VISA (Q1) $2.16 / $3.13B $1.85 / $2.97B
COLGATE PALMOLIVE (Q4) $0.74 / $4.39B $0.73 / $4.40B
12:45 USA UPS (Q4) $1.28 / $15.17B $1.16 / $13.52B
13:00 USA EXXON MOBILL (Q4) $1.91 / $114.07B $1.79 / $112.37B
A/M USA GOOGLE (Q4) $12.26 / $13.34B $10.74 / $11.92B
AMAZON (Q4) $0.71 / $26.08B $-0.09 / $17.09B

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 GERMANY SIX STATE CPI (MOM) (JAN P) -0.40% 0.40%
SIX STATE CPI (YOY) (JAN P) 1.50% 1.40%
00:00 AUSSIE HIA NEW HOME SALES (MOM) (DEC)  -0.4% 7.50%
00:30 AUSSIE EXPORT PRICE INDEX (QOQ) (4Q)  -0.5% -0.20% 4.20%
IMPORT PRICE INDEX (QOQ) (4Q)  -0.6% 2.00% 6.10%
01:45 CHINA HSBC/MARKIT MANUFACTURING PMI (JAN)  49.5 49.6 50.5
08:00 SPAIN GDP (QOQ) (4Q P)  0.30% 0.30% 0.10%
SPAIN GDP (YOY) (4Q P)  -0.10% -0.10% -1.10%
SWISS S KOF LEADING INDICATOR (JAN)  1.98 2 1.95
08:55 GERMANY UNEMPLOYMENT CHANGE (JAN)  -28K -5K -15K
GERMANY UNEMPLOYMENT RATE (JAN)  6.8% 6.90% 6.90%
09:30 U.K NET CONSUMER CREDIT (DEC)  £0.6B £0.7B £0.6B
U.K NET LENDING SEC. ON DWELLING (DEC)  £1.7B £1.2B £0.9B
U.K MORTGAGE APPROVALS (DEC)  71.638K 72.9K 70.8K
U.K M4 MONEY SUPPLY (MOM) (DEC)  -1.4%  0.3% 0.00%
U.K M4 MONEY SUPPLY (YOY) (DEC)  2.7% 2.70%
10:00 E/ZONE INDUSTRIAL CONFIDENCE (JAN)  -3.9 -2.9 -3.4
E/ZONE BUSINESS CLIMATE INDICATOR (JAN)  0.19 0.35 0.27
E/ZONE ECONOMIC CONFIDENCE (JAN)  100.9 101 100
E/ZONE CONSUMER CONFIDENCE (JAN F)  -11.7 -11.7 -11.7
E/ZONE SERVICES CONFIDENCE (JAN)  2.3 0.8 0.2
13:00 GERMANY CPI (MOM) (JAN P)  -0.6% -0.40% 0.40%
GERMANY CPI (YOY) (JAN P)  1.3% 1.50% 1.40%
13:30 U.S.A INITIAL JOBLESS CLAIMS (JAN 25)  348K  330K 326K
U.S.A CONTINUING CLAIMS (JAN 18)  2.991M 3.010M 3.056M
U.S.A GDP ANNUALIZED (QOQ) (4Q A)  3.20% 3.20% 4.10%
U.S.A PERSONAL CONSUMPTION (4Q A)  3.3% 3.70% 2.00%
U.S.A GDP PRICE INDEX (4Q A)  1.30% 1.30% 2.00%
U.S.A CORE PCE (QOQ) (4Q A)  1.10% 1.10% 1.40%
CANADA AVERAGE WEEKLY EARNINGS (YOY) (NOV)  2.50% 1.40%
14:45 U.S.A BLOOMBERG CONSUMER CONFIDENCE (JAN 26)  -31.8 -31
15:00 U.S.A PENDING HOME SALES (MOM) (DEC)  -8.7% -0.30% 0.20%
U.S.A PENDING HOME SALES (YOY) (DEC)  -6.1% -0.30% -4.00%

Speeches / Events

Time Country Speech / Event / Report
08:00 EUROPE EU’S REHN SPEAKS
09-00 E/ZONE ECB BANK LENDING SURVEY (4Q)
12-00 EUROPE EU’S REHN SPEAKS

Government Debt Auction

Time Country Government Debt Auction Sold Yield / Demand Prior Yield / Demand
01:30  JAPAN 2 YEAR JGB AUCTION
10:10 ITALY €6.5-9.0B 2018 CCTEU, 2019 & 2024 BTP AUCTION’S
16:30  U.S.A $35.0B 5 YEAR NOTE AUCTION
18:00 U.S.A $29.0B 7 YEAR NOTE AUCTION
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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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