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ty & Unit Labor Costs / Jobless Claims @ 8:30am, Bloomberg Consumer Comfort @ 9:45am, Factory Orders / Durab
basic resources are leading the way. One of yesterday's laggards the banks rebound and outperform despite mixed results. ING (+10%), DNB (+2%) and SEB Enskilda (+7%) produce strong O4 results with Credit Suisse (-11%) posting large impairments and a O4 loss in what feels like a kitchen sinking exercise. Aut
els of the after-hours strength in the US following earnings beats from the likes of AAPL, FB, CTXS, TXN, etc. On the M&A front, Alstom +13% on the Bloomberg story that GE is interested in buying them for $13B although Alstom says they are unaware of any potential bid. Other than that it is the heaviest e
PHOR RU (buy), Mediobanca upgrades MSK IM, Berenberg upgrades TKA AV ••• HSBC downgrades RRS LN/HOC LN & upgrades ABG LN, MS downgrades UMI BB ••• SEB Enskilda upgrades TLSN SS and UNR1V FH (buy) & cuts TRELB SS, Numis cuts BHY LN Reporting Pre-Open: ABC, AET, ALXN, BMS, BTU, CAM, CAT, CCE, CELG, CMS, COG,
FNC, WHG Economic Data: Jobless Claims @ 8:30am, Bloomberg Economic Expectations & Consumer Comfort @ 9:45am
& downgrades AKE FP • Equinet upgrades TUI GR (buy), HSBC downgrades DEB LN/TFG SJ/GARAN TI/YKBNK TI ▪ MS upgrades ASC LN & initiates GTT FP (ow), SEB Enskilda upgrades ELUX.B SS (buy) Reporting Pre-Open: ADS, AN, BAX, BBT, BLK, CMG, DD, DHR, DOV, FITB, GE, GS, HON, KEY, MAT, MS, PEP, PM, PPG, SHW, SLB, UN
Entities connected to both Bloomberg L.P. and SEB Enskilda

Barack Obama
PERSON
Ghislaine Maxwell
PERSONEmmy Taylor
PERSON
Lesley Groff
PERSONIke Groff
PERSONJefferies
ORGANIZATIONNomura
ORGANIZATIONBarcap
ORGANIZATIONStifel
ORGANIZATIONBloomberg Consumer Comfort
ORGANIZATIONMacquarie
ORGANIZATIONBerenberg
ORGANIZATIONKepler
PERSONNordea
ORGANIZATIONEurope Key Research
ORGANIZATIONMetso
ORGANIZATIONMediobanca
ORGANIZATIONARCAD NA
ORGANIZATION