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ses of private sector bonds, another LTRO, and/or clarifying senior/non-senior status of ECB bond purchases. It is interesting to note that despite Draghi's aggressive comments last week, a survey done by SocGen's FX team of their research client base finds that 69% of investors think the ECB will dis
, III +5 DXY $82.80 (-25c) Crude $89.34 (+43c) Gold $1608.60 (+$1.30) Silver -0.22% Copper -0.16% All about the ECB today (statement @ 7:30am, Draghi press conference @ 8.30am) (link<http://www.ecb.int/press/tvservices/webcast/html/webcast_120802.en.html>). Sueddeutsche thinks the ECB will announ
LK, VCRA, VOLC, VSAT, WRLS, XIDE, ZAGG, ZIP Economic Data: Challenger Job Cuts @ 7:30am, RBC Consumer Outlook Index @ 8am, Jobless Claims @ 8:30am, Bloomberg Consumer Comfort / ISM New York PMI @ 9:45am, Factory Orders @ 10am Conferences: BMO Biotech Corporate Access Day (SF) Analyst/Investor Days: KRA, COLM Non-Deal R
being held in Barcelona vs the usual Frankfurt). No changes are expected but, given the recent deterioration in economic data focus will be on the Draghi press conference and whether he leans toward an easing bias for June. Spain sold 02.52 billion in 3-5 year debt vs e2.5 billion max target (first a
Economic Data: Challenger Job Cuts @ 7:30am, RBC Consumer Outlook Index @ 8am, Nonfarm Productivity / Unit Labor Costs / Jobless Claims @ 8:30am, Bloomberg Consumer Comfort @ 9:45am, ISM Non-Manufacturing @ 10am Fed Speakers: Williams @ llam (Santa Barbara, CA), Lockhart @ 1pm (CA), Plosser @ 1:30pm (Santa Barbara, CA
ets open stronger on the highs and are choppy with early rallies sold currently +25bps/+150bps as the EU cuts Euro area GDP and inflation forecasts. Draghi spoke earlier and reiterated that weak global inflation is no reason for central bank inaction ("what matters most is that central banks act within t
TMI, UBNT, UTI, UQM, WI, WAIR, YRCW Economic Data: Challenger Job Cuts @ 7:30am, Nonfarm Productivity & Unit Labor Costs / Jobless Claims @ 8:30am, Bloomberg Consumer Comfort @ 9:45am, Factory Orders / Durable & Capital Goods Orders @ 10am EIA natural gas storage change @ 10:30am Fed Speakers: Kaplan @ 8:30am (Dallas), M
2102 of €86.5 billion. ECB/BOE decisions coming up and likely to stay on hold on all fronts & focus will be on any additional commentary out of the Draghi press conference. European markets opened higher after a huge de-risk day yesterday but rolled off the highs on some headlines from MNI Newswire say
STRL, SYNM, TRAK, TSON, TST, TWER, TXCC, UBNT, UEIC, UEPS, VRNM, WIFI, WLDN, WR, XOXO, ZIP Economic Data: Trade Balance / Jobless Claims @ 8:30am, Bloomberg Consumer Comfort @ 9:45am Fed Speakers: Bullard @ 8pm (St. Louis) Conferences: Wells TMT (NYC), BMO Digital Media (NYC), Stifel Midwest One-on-Ones (Chicago) EFTA0
oday and speakers include: David Cameron, Boris Johnson, George Osborne, Christine Lagarde, and Wolfgang Schauble. This is the same conference that Draghi delivered his "whatever it takes" speech last July. Jobless claims coming up at 8:30am in the US. SPA's -1 handle = 1627 last. ***Jobless Claims @
CT, TNGO, TSON, TSRX, TST, TWER, UBNT, UEPS, UNIS, USMO, VRNM, WAGE, WAVX, WIFI, WLDN, WR, XOXO, ZGNX, ZIGO Economic Data: Jobless Claims @ 8:30am, Bloomberg Consumer Comfort @ 9:45am, Wholesale Inventories @ 10am EIA natural gas storage @ 10:30am, Treasury auction 30yr bonds @ 1pm ($16B) Fed Speakers: Lacker @ 8am (NYC)
e and diverted to land in Vienna under suspicions Snowden may be on board (he wasn't). It's a 1/2 day in the US today (1pm close). ECB tomorrow and Draghi will likely deliver a dovish message and will prob be asked about Portugal etc. SPA's -9 handles = 1597.50 last. **TS equity markets close early to
lications @ 7am, Challenger Job Cuts / RBC Consumer Outlook Index @ 7:30am, ADP Employment Change @ 8:15am, Trade Balance / Jobless Claims @ 8:30am, Bloomberg Consumer Comfort @ 9:45am, ISM Non-Manufacturing Composite @ 10am Conferences: No major conferences Analyst/Investor Days: N/A Non-Deal Roadshows: ANF Shareholde
Entities connected to both Draghi and Bloomberg Consumer Comfort

Lesley Groff
PERSONIke Groff
PERSON
Bloomberg L.P.
ORGANIZATION
Barack Obama
PERSON
Horizon
ORGANIZATIONBaird
PERSON
Piper
PERSON
Barron
PERSONJefferies
ORGANIZATION
Michael Jackson
PERSONBarcap
ORGANIZATION
Wells
ORGANIZATION
Jackson Hole
LOCATION
Stanford University
LOCATIONNomura
ORGANIZATION
Ghislaine Maxwell
PERSONStifel
ORGANIZATIONMacquarie
ORGANIZATION
David Cameron
PERSON
François Hollande
PERSON