Berkeley dividend hike hands chairman £100m windfall

Guardian – 4 Dec

http://www.theguardian.com/business/2015/dec/04/berkeley-dividend-hike-hands-chairman-100m-windfall

Berkeley Group rewarded for higher dividend payout plan

News.markets – 4 Dec

http://news.markets/shares/berkeley-group-rewarded-higher-dividend-payout-plan-6140/

Aktien New York Ausblick: Nach Arbeitsmarktbericht winken Kursgewinne

Finanzen.net – 4 Dec

http://www.finanzen.net/nachricht/aktien/Aktien-New-York-Ausblick-Nach-Arbeitsmarktbericht-winken-Kursgewinne-4641445

Berkeley jumps as housebuilder unveils dividend policy hike, but chairman cautions over impact of buy-to-let stamp duty hike

This is Money – 4 Dec

http://www.thisismoney.co.uk/money/markets/article-3345799/Berkeley-jumps-housebuilder-unveils-dividend-policy-hike-chairman-cautions-impact-buy-let-stamp-duty-hike.html

The Accumulator: time to pile in for the Santa rally?

CityWire – 4 Dec

http://citywire.co.uk/money/the-accumulator-time-to-pile-in-for-the-santa-rally/a864960

Mario-ver-reaction?

Proactive Investors – 4 Dec

http://www.proactiveinvestors.co.uk/columns/morning-market-pulse/23778/mario-ver-reaction-23778.html

La Bourse de Londres recule avant l’emploi américain

Le Point / AFP – 4 Dec

http://www.lepoint.fr/bourse/la-bourse-de-londres-recule-avant-l-emploi-americain-04-12-2015-1987131_81.php

Stock markets rocky ahead of crucial US jobs report – live updates

Guardian – 4 Dec

http://www.theguardian.com/business/live/2015/dec/04/stock-markets-us-jobs-report-non-farm-live-updates

Investors eye traditional ‘Santa rally’ gifts this month

Invezz – 3 Dec

http://invezz.com/news/equities/21506-Investors-eye-traditional-Santa-rally-gifts-this-month-

UK Index steady as investors await more stimulus from ECB

CityWire – 3 Dec

http://citywire.co.uk/money/UK Index -steady-as-investors-await-more-stimulus-from-ecb/a864628

La Bourse de Londres à l’équilibre, prudente avant la BCE

Le Point / AFP – 3 Dec

http://www.lepoint.fr/bourse/la-bourse-de-londres-a-l-equilibre-prudente-avant-la-bce-03-12-2015-1986826_81.php

UK Index LIVE: Footsie lower after US and Asian losses overnight on Yellen comments as investors await more ECB stimulus

This is Money – 3 Dec

http://www.thisismoney.co.uk/money/markets/article-3344018/UK Index -LIVE-Footsie-lower-Asia-losses-overnight-Yellen-comments-investors-await-ECB-stimulus.html

ECB Day: Mario Draghi set to launch fresh stimulus – live updates

Guardian – 3 Dec

http://www.theguardian.com/business/live/2015/dec/03/ecb-stimulus-qe-negative-rates-mario-draghi-live

Will Mario deliver on ECB-day?

Proactive Investors – 3 Dec

http://www.proactiveinvestors.co.uk/columns/morning-market-pulse/23768/will-mario-deliver-on-ecb-day-23768.html

UK Index Holds Gains; U.S. Data Eyed for Fed Clues

Dow Jones – 2 Dec

Michael van Dulken of Accendo wrote: “Equity markets are still mostly marching north, unperturbed by a weak U.S. manufacturing print hot on the heels of more poor Chinese data. If anything, ahead of what is expected to be U.S. employment data that vindicates a mid-month Fed rate rise (ADP today, NFP Friday) investors are taking yesterday’s U.S. manufacturing read as forcing the Fed to be very measured and gradual with any further rate rises, so as not to derail economic recovery, not just domestically but the world over.”

Sage share price: Company reports climbing FY profit

Invezz – 2 Dec

http://invezz.com/news/equities/21487-Sage-share-price-Company-reports-climbing-FY-profit

Sage profits dip but software group says it has met targets

Financial Times – 2 Dec

https://next.ft.com/content/19242a14-98d2-11e5-9228-87e603d47bdc

La Bourse de Londres gagne 0,49% en milieu de matinée

Le Point / AFP – 2 Dec

http://www.lepoint.fr/bourse/la-bourse-de-londres-gagne-0-49-en-milieu-de-matinee-02-12-2015-1986531_81.php

Sage Group hit by profit taking despite 8% organic growth

Digital Look – 2 Dec

http://www.digitallook.com/news/news-and-announcements/sage-group-organic-growth-up-6-despite-lower-full-year-pre-tax-profits–950255.html

Sage Group’s share price slides despite hitting targets

CityAM – 2 Dec

http://www.cityam.com/230057/sage-groups-share-price-slides-despite-hitting-targets

Sage Hits Heady Heights, Suffers Nosebleed — Market Talk

Dow Jones – 2 Dec

Sage Group may have posted some strong results Wednesday–hitting three-year targets and posting an 8% rise in organic profits–but shares are down 5.9% to 542p. Accendo analyst Augustin Eden notes shares had gained around 20% over the last two months to match the May highs this week, but investors are now cashing in. He says there is speculation swirling that Sage could be about to reinvest some of its profits. This, combined with planned company restructuring, could see an outflow of cash.

Sage “still has much to do in shake-up”

Proactive investors – 2 Dec

http://www.proactiveinvestors.co.uk/companies/news/119942/sage-still-has-much-to-do-in-shake-up–119942.html

Weak US Data fails to derail

Proactive investors – 2 Dec

http://www.proactiveinvestors.co.uk/columns/morning-market-pulse/23759/weak-us-data-fails-to-derail-23759.html

Banks drive UK Index higher after stress test success

CityWire – 1 Dec

http://citywire.co.uk/money/banks-drive-UK Index -higher-after-stress-test-success/a864161

Bank shares lead UK 100 higher after stress test

Marketwatch – 1 Dec

http://www.marketwatch.com/story/bank-shares-lead-UK Index -100-higher-after-boe-stress-test-2015-12-01

Global stocks mixed as oil falls

Ledger Gazette – 1 Dec

http://www.ledgergazette.com/global-stocks-mixed-as-oil-falls/163294/

U.K. Banks Push Higher; Barclays The Big Gainer

Dow Jones – 1 Dec

Barclays is the big gainer among the U.K. banks Tuesday following the latest round of stress tests from the Bank of England. Barclays gains 3.7% on account of its bigger exposure to riskier investment banking activities, even as it scales these back, says Mike van Dulken, Head of Research at Accendo Markets. Lloyds gains 2.6%, with its turnaround efforts having served it well, adds Mr. van Dulken, while RBS climbs 3.3% despite still clearly having much work to do. “Despite modelling for major market shocks, many still ask if the tests are tough enough after what we saw from the recent financial crises,” says Mr. van Dulken, especially amid suggestions the central bank is set to ease capital pressures on the sector.

UK Index Extends Gains as Banks Pass Stress Tests

Dow Jones – 1 Dec

Mike van Dulken at Accendo Markets wrote: “U.K. banks shares are in celebratory mood this morning in the wake of the latest round of BoE stress tests. This comes from suggestions that the central bank is set to ease capital pressures on the sector after years of post-crisis reform in contrast to expectations of stiffer hurdles next year. Barclays, however, is outperforming on account of its bigger exposure to riskier investment banking activities, an area it had been scaling back due to excessive pre-crisis risk-taking that led it into trouble, as well it last year having the lowest levels of capital for this year’s new leverage ratio test. While all passed, peers Royal Bank of Scotland and Standard Chartered only did so thanks to bolster buffers and ensure targets are hit. Both RBS and Lloyds Banking Group were close to the mark last year, but Lloyds’ turnaround efforts have served it while RBS still clearly has much work to do. Despite modelling for major market shocks, many still ask if the tests are tough enough after what we saw from the recent financial crises. While sector progress has clearly been made in shoring up buffers, there is likely still work to be done by both banks and their regulator to regain consumer confidence.”

UK banks pass stress tests, but RBS and Standard Chartered are weakest – live updates

Guardian – 1 Dec

http://www.theguardian.com/business/live/2015/dec/01/bank-of-england-stress-tests-and-financial-stability-report-live

Investors expect Santa rally to deliver

Guardian – 1 Dec

http://www.theguardian.com/business/2015/dec/01/santa-rally-stock-markets-investing

Mixed China PMI data sees focus on the positives

Proactive Investors – 1 Dec

http://www.proactiveinvestors.co.uk/columns/morning-market-pulse/23747/mixed-china-pmi-data-sees-focus-on-the-positives-23747.html

Banks and miners help European shares edge higher

Reuters – 1 Dec

http://uk.reuters.com/article/2015/12/01/europe-stocks-idUKL8N13Q1FJ20151201

Declining upside momentum in key global indices; Gold: $1044 is key; EUR/USD: below 1.05 opens up parity

FX Street – 30 Nov

http://www.fxstreet.com/analysis/daily-interviews/2015/11/30/06/

La Bourse de Londres baisse de 0,34% en début de séance, semaine chargée

Le Point – 30 Nov

http://www.lepoint.fr/bourse/la-bourse-de-londres-baisse-de-0-34-en-debut-de-seance-semaine-chargee-30-11-2015-1985881_81.php

UK Index LIVE: Footsie off to weak start after China slide puts pressure on Asia stocks; all eyes on ECB and Opec

This is Money – 30 Nov

http://www.thisismoney.co.uk/money/markets/article-3339088/UK Index -LIVE-Footsie-weak-start-China-slide-puts-pressure-Asia-stocks-eyes-ECB-Opec.html

Month-end rollover for equities?

Proactive Investors – 30 Nov

http://www.proactiveinvestors.co.uk/columns/morning-market-pulse/23738/month-end-rollover-for-equities-23738.html

UK Index to Open Lower; AB Inbev May Sell Peroni

Dow Jones – 30 Nov

Mike van Dulken & Augustin Eden at Accendo Markets commented to clients this morning: UK 100 Index called to open -10 points at 6365, close to the apex of a narrowing pattern which, as a continuation pattern, could result in a break-out to the upside, supported by us remaining above the 100-day MA. However, the narrowing pattern’s sequence of falling highs since Thursday’s brief revisit of 6400 maintains the 6-month trend of falling resistance which represents a significant hurdle to overcome in the short-term. Turning over again? Watch levels: Bullish 6380, Bearish 6350.   The negative opening call comes after a mixed session in Asia with Chinese equities ironically the outperformers after recovering from an sharp intra-day sell-off, the biggest in 3 months, extending Friday’s weakness as brokerages plunge on regulatory probes. The recovery, however, is likely aided by expectations of yuan inclusion in the IMF basket this afternoon as well as hopes of further monetary stimulus.