This report is not a personal recommendation and does not take into account your personal circumstances or appetite for risk.
UK & EU Bank holiday – Many markets closed
US Results/Updates: Loews, Noble Energy, Edison
Key Macro data
US ISM & PMI Manufacturing, Personal Income & Spending
UK Results/Updates: BP, Bovis Homes, IWG, Shire, JustEat, Aberdeen Asset Management
EU Results/Updates: AXA, DSM, Geberit
US Results/Updates: ConocoPhilips, Coach, Merck, Pfizer, Archer-Daniels, Mastercard, Ford, General Motors, Delta Airlines, Western Union, Andarko Petroleum, Apple
Key Macro data
China PMI Manufacturing
Eurozone PMI Manufacturing
UK PMI Manufacturing
UK Results/Updates: Direct Line, Paddy Power Betfair, Indivior, Centamin, OneSavings Bank, Wizz Air (traffic), Carillion Sainsbury, INTU Properties, Sage, Imperial Brands
EU Results/Updates: Thales, LafargeHolcim, Swisscom, Hugo Boss, Novo Nordisk, Fresenius SE, Fresnenius Medcical, Telecom Italia, BNP Paribas, Volkswagen
US Results/Updates: Garmin, Time Warner, Reynolds American, Estee Lauder, Yum! Brands, ICE, Molson Coors, Prudential Financial, CenturyLink, Kraft Heinz, AIG, Transocean, MetLife, Facebook
Key Macro data
Eurozone GDP
US ADP Employment, PMI Services, Oil Inventories, Fed Policy Decision
UK Results/Updates: Lancashire Holdings, Randgold Resources, esure, RSA Insurance, Royal Dutch Shell, IMI, Ladbrokes Coral, HSBC, Glencore, Next, G4S, WM Morrison, Punch Taverns, James Fisher, Trinity Mirror
EU Results/Updates: Siemens, Carlsberg, Telenor, Alstom, Veolia, Infineon, Adidas, BMW, Repsol, Statoil, Anheuser-Busch, Moncler, Daimler, Swiss Re, Ferrari, Kerry Group, Societe Generale
US Results/Updates: Costco, Chesapeake Energy, Viacom, L Brands, Kellogg, Marathon Oil, Motorola Solutions,
Ex-Dividends (The dividend impact on the UK 100 this week is 3.05pts)
UK 100 : Croda International 41.3p, InterContinental Hotels 49.5p, Kingfisher 7.2p, London Stock Exchange 31.2p, Unilever 30.2p
: Acacia Mining, 6.5p, Tritax Big Box 1.6p, Card Factory 6.3p, Derwent London 5.2p + 38.5p, Edinburgh Inv Trust 5.4p, Ferrexpo 2.6p, Henderson Grp 1.9p +7.3p, Hastings Grp 6.6p, JRP 2.4p, Morgan Advanced Materials 7p, P2P Global Inv 12p, Polymetal International 13.9, Playtech 18.3p, Rightmove 32p, Greencoat UK Wind 1.6p
Key Macro data
China PMI Services
Eurozone PMI Services
UK PMI Services, Consumer Borrowing, Mortgage Approvals, Money Supply
US Factory Orders, Durable Goods Orders
UK Results/Updates: Smith & Nephew, Smurfit Kappa, Int. Cons. Airlines (results + traffic), Millennium & Copthorne, easyJet (traffic), InterContinental Hotels, Pearson
EU Results/Updates: Skanska, Telefonica Deutschland, Banco Popular Espanol, Vestas Wind, Erste, Intesa Sanpaolo
US Results/Updates: Baker Hughes, Moody’s Berkshire Hathaway
Key Macro data
Eurozone PMI Retail
US Non-Farm Payrolls, Jobs Report
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