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plans to give the ESM a banking license to give it access to unlimited ECB funding are gaining support (although Germany still opposes). Headline on Bloomberg saying Merkel adviser Bofinger advocates ECB buying of government bonds getting some attention but note this is not a new opinion from Bofinger. So
reduced into numbers (trading -4.2%) Eutelsat H1 inline, good mix, capex lower but net debt higher, Ka-band data points positive (trading -1.1%) Ziggo, JPM/MS placing 29M shares for Cinven/Warburg Pincus, reducing stake to 57% (trading -3.5%) DSV Q2 solid earnings per unit, good margins, guiding d
rdian • How Much Stock Trading Should There Be? Bloomberg Key Events This Week Thursday: Philadelphia Fed,
cautious on FX impact (trading +1.8%) • Luxottica signs 10yr eyewear license agreement with Michael Kors, 151 collection in Jan (trading +1.7%) • Ziggo O1 revenues inline, ebitda light, outlook unchanged, underpinned by bid (trading +0.14%) • Persimmon new financial year started well, weekly privat
thought SEC tried to 'trick" him WSJ • Micro-Cap Stocks Leading the Market Higher Barron's • Draghi to Carney face test backing guidance on rates Bloomberg • Israel's deepest well targets 1.5 billion barrels of oil Bloomberg • Greek Parliament approves austerity measures to release funds Bloomberg • S
ositive bias. Very busy earnings calendar last night and today on both sides of the pond. Tech/Telecom underperforming in Europe with SAP, Ericsson, Ziggo all disappointing following weaker revs from Intel, IBM, eBay yesterday afternoon. Chemicals also lower on the heels of Akzo Nobel -8.0% after posti
Entities connected to both Bloomberg L.P. and Ziggo

Michael Jackson
PERSON
Lesley Groff
PERSONIke Groff
PERSON
Barron
PERSON
Wells
ORGANIZATIONNomura
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François Hollande
PERSONBarcap
ORGANIZATIONStifel
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Alibaba
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Nokia
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Philadelphia Fed
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Vodafone
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Bernanke
PERSONUS Key Research
ORGANIZATIONSwedbank
ORGANIZATIONImperial
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Wedbush
ORGANIZATIONWunderlich
PERSONB. Riley
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