Viimase 24h jooksul avalikustatud makro on olnud oodatust parem, mis on andnud ostjatele taas veidi julgust juurde. Ühtlasi levivad kuuldused Hiina võimalikest stiimulmeetmetest ja eks ka täna algava kahepäevase Euroopa Liidu tippkohtumise raames loodetakse näha vähemalt mõnda julgustavat pealkirja. Stoxx 600 indeks kerkis 1,4% ja S&P 500 indeks +0,9%.
Euroopa statistikast pälvis tähelepanu Hispaania maikuu jaemüük, mis kukkus „vaid“ -4,9% võrreldes aastatagusega, olles aprillis langenud YoY -10%. Itaalias aga näitas ettevõtete kindlustunde indeks juunis üllatuslikult hoopis paranemist 2,3 punkti võrra 88,9 punktile (tegemist on siiski madalaima näitajaga alates 2009a oktoobrist).
USAs kasvas mais pooleliolnud kinnisvaratehingute arv 15% võrreldes aastataguse perioodiga ja 5,9% võrreldes aprilliga. Eelkõige peaks see viitama olemasolevate majade müügi edasisele paranemisele järgnevatel kuudel nagu allolevalt jooniselt võib täheldada. Kestvuskaupade tellimused tugevnesid mais 1,1%, mis oli parem 0,5% ootusest, kuid jättes välja volatiilsema iseloomuga transporditellimused, siis kerkis näitaja kuu baasil 0,4% ning osutus hoopis kehvemaks prognoositud 0,7% kasvust.
Pooleliolevad kinnisvaratehinhud (valge, indeks) ja olemasolevate majade müük (oranž, miljonit ühikut SAAR)
Täna ja ka homme saab kahtlemata suurimat tähelepanu ELi tippkohtumine, mille osas ootused väga kõrged pole ja see võimaldab poliitikutel julgeid ja konkreetseid samme astumata tegeleda diskuteerimise ja lubaduste jagamisega. Makrost võiks huvipakkuv olla Saksamaa tööturustatistika, USA töötuabiraha taotluste number ja esimese kvartali SKP kolmas revideeritud näit.
10.55 Saksamaa tööturu statistika (juuni)
11.30 Suurbritannia esimese kvartali lõplik SKP
12.00 Euroopa Komisjoni majandussentimendi indeks (juuni)
??.?? Itaalia võlakirjaoksjon (kuni 5,5 mld EUR)
15.30 USA eelmise nädala esmaste töötuabiraha taotluste arv
15.30 USA Ikv SKP revideeritud näit
18.00 USA Kansas City Fedi töötleva tööstuse küsitlus (juuni)
USA indeksite futuurid kauplevad hetkel 0,1% plussis, Euroopa on avanemas nulli lähedal. 
The Guardianis on artikkel sellest, kuidas Barclays (BARC) sai 290 mln GBP suuruse trahvi Libori ja euribori intressimäärade manipuleerimise eest.
BARC kaupleb hetkel 1,4% miinuspoolel 190,6 penni peal.
The boss of Barclays, Bob Diamond, is under mounting pressure after the bank was hit with fines of £290m for its "serious, widespread" role in trying to manipulate the price of crucial interest rates that affect the cost of borrowing for millions of customers around the world.
There were calls for Diamond to step down after the Financial Services Authority slapped a £59.5m fine on the bank – the largest ever levied by the City regulator - forcing him and other top executives to forgo any bonuses for 2012.
The FSA – and authorities in the US which hit Barclays with penalties of £230m – described repeated breaches of rules dating back to 2005. They involved "a significant number of employees", including senior managers, and called into question the integrity of the markets.
The FSA published embarrassing email exchanges in which Barclays staff were offered bottles of Bollinger champagne as payment for favours or their names printed in "golden letters". The emails demonstrated how traders manipulated the price of key interest rates in an attempt to make greater profits.
The regulators, including the US department of justice and the Commodity Futures Trading Commission, said Barclays had also taken steps to fix the rates as the bank was concerned about its public image during the 2008 financial crisis.
BARC kaupleb hetkel 1,4% miinuspoolel 190,6 penni peal.
Hispaania 10-aastase võlakirja tulusus tagasi 7% peal:
Saksamaa töötuse määr oli juunis 6,8% vs 6,7% mais (korrigieeriti madalamale 6,8% pealt). Töötute arv kasvas 7000 võrra, kui ootuseks oli 3000.
There are headlines about Germany already leaking that nothing at all will be accomplished at this EU Summit. No treaty talk. No banking union or anything like that
eur/usd 100bps kukkumine.
eur/usd 100bps kukkumine.
UK esimese kvartali lõplikud näidud -0,3% (Q/Q), jäädes esialgse näidu suhtes muutumatuks, ja aastasel baasil -0,1% (vs eelmine näit -0,2%). Üldise riskisentimendi languse taustal on GBPUSD langenud kahe nädala põhjadesse $1,5525 tasemeni.
Itaalia võlakirjaoksjoni tulemused
Sells EUR2.5 bln 4.75% Jun 2017 BTPs; Avg yield 5.840% vs 5.660% prior; BTC 1.541x vs 1.35x prior
Sells EUR2.93 bln 4.75% Sep 2022 BTPs; Avg yield 6.190% vs 6.030% prior; BTC 1.283x vs 1.1.40x prior
10a yield
Sells EUR2.5 bln 4.75% Jun 2017 BTPs; Avg yield 5.840% vs 5.660% prior; BTC 1.541x vs 1.35x prior
Sells EUR2.93 bln 4.75% Sep 2022 BTPs; Avg yield 6.190% vs 6.030% prior; BTC 1.283x vs 1.1.40x prior
10a yield
NYTimes reporting that JPMorgan Chase 'London Whale' trading loss could reach as much as $9 bln (36.77)
Päris kiirelt sai kahest 9:D
Seda spekuleeriti varem, siis oli väiksem number, kuid mitte "oluliselt" erinev, võrreldes kahega.
In late May, it was speculated that the losses could rise to about $7B vs the initially reported $2B.
In late May, it was speculated that the losses could rise to about $7B vs the initially reported $2B.
Hoopis põnevam vile tuleb Needhamilt. Polegi paha, võrreldes teiste majadega.
Riverbed Technology Needham Initiates RVBD with Strong Buy, price target: $25
Riverbed Technology Needham Initiates RVBD with Strong Buy, price target: $25
*WSJ: German Fin Min Says Berlin Willing to Negotiate on Euro Bonds
WSJ: German Fin Min Calls For European Budget Czar As Precondition For Euro-Zone Bonds
WSJ: German Fin Min Calls For European Budget Czar As Precondition For Euro-Zone Bonds
stocker
Hoopis põnevam vile tuleb Needhamilt. Polegi paha, võrreldes teiste majadega.
Riverbed Technology Needham Initiates RVBD with Strong Buy, price target: $25
Eilne
Eileõhtune, ehk siis nagu tänane. Kui selle suudaks vaid põnevaks mõelda :)
stocker
Hoopis põnevam vile tuleb Needhamilt. Polegi paha, võrreldes teiste majadega.
Riverbed Technology Needham Initiates RVBD with Strong Buy, price target: $25
Eile oli Jefferies ug ja müüdi, äkki täna siis ostetakse?
nii lihtne seda turgu ongi liigutada. Futuurid ja EUR/USD taas alla
Reuters reporting German finance ministry spokesman says Schaeuble did not say germany will move sooner than expected towards shared liability for debt
Reuters reporting German finance ministry spokesman says Schaeuble did not say germany will move sooner than expected towards shared liability for debt
Eilne oli lihtsalt valuation. Jeff oli $17 kandist UP. Tegi väikse korrigeerimise, $14 ja Hold.
krookusstocker
Hoopis põnevam vile tuleb Needhamilt. Polegi paha, võrreldes teiste majadega.
Riverbed Technology Needham Initiates RVBD with Strong Buy, price target: $25
Eile oli Jefferies ug ja müüdi, äkki täna siis ostetakse?
See on põhjus ostmiseks vä?
Jefferies Raised RVBD to Hold from Underperform, price target: $14
Njah ,eksisin ,ei vaatand täpsemalt . Jäi meelde ,et eile oli midagi.
Gapping up
In reaction to strong earnings/guidance: FLOW +14.4%, USU +12.4%, CLGX +3.4%, GBX +2.7% (ticking higher), WEN +0.7%, PAYX +0.2%.
M&A news: LNCR +0.4% (continued strength following yesterday's M&A speculation).
Other news: SURG +20.2% (announces FDA clearance of VersaVIT vitrectomy system), HMPR +18.4% (plans to raise an additional ~$30 million to $45 million in capital by issuing from ~42.8 mln to ~64.3 mln common shares in rights offering during Q3), LIVE +9.9% (still checking), AOL +4.4% (announces the commencement of a $400 million modified dutch auction tender offer for its common stock), ELLI +1.8% (Elli Mae prices follow-on offering of 3,101,638 shares of its common stock at $17.00 per share), EGAS +1.4% (announces pricing of secondary offering of 700,000 common shares by CEO Richard Osborne), WTW +1.4% (modestly rebounding from yesterday's decline following ARNA news), ARNA +1% (continued strength following yesterday's FDA approval), AZN +0.9% (still checking).
Analyst comments: OREX +7.7% (upgraded to Overweight from Neutral at JPMorgan), XOMA +4% (initiated with a Buy at ROTH Capital), RVBD +1.9% (initiated with a Strong Buy at Needham), DRIV +1.9% (ticking higher, upgraded to Buy from Underperform at BofA/Merrill).
In reaction to strong earnings/guidance: FLOW +14.4%, USU +12.4%, CLGX +3.4%, GBX +2.7% (ticking higher), WEN +0.7%, PAYX +0.2%.
M&A news: LNCR +0.4% (continued strength following yesterday's M&A speculation).
Other news: SURG +20.2% (announces FDA clearance of VersaVIT vitrectomy system), HMPR +18.4% (plans to raise an additional ~$30 million to $45 million in capital by issuing from ~42.8 mln to ~64.3 mln common shares in rights offering during Q3), LIVE +9.9% (still checking), AOL +4.4% (announces the commencement of a $400 million modified dutch auction tender offer for its common stock), ELLI +1.8% (Elli Mae prices follow-on offering of 3,101,638 shares of its common stock at $17.00 per share), EGAS +1.4% (announces pricing of secondary offering of 700,000 common shares by CEO Richard Osborne), WTW +1.4% (modestly rebounding from yesterday's decline following ARNA news), ARNA +1% (continued strength following yesterday's FDA approval), AZN +0.9% (still checking).
Analyst comments: OREX +7.7% (upgraded to Overweight from Neutral at JPMorgan), XOMA +4% (initiated with a Buy at ROTH Capital), RVBD +1.9% (initiated with a Strong Buy at Needham), DRIV +1.9% (ticking higher, upgraded to Buy from Underperform at BofA/Merrill).