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From: Ike Groff Subject: Early Tour 8.2.12 Date: Thu, 02 Aug 2012 10:23:46 +0000 Good Morning European Markets up 15-75bps Nikkei +0.13%, HSI -0.66%, China -0.5
e 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 announce a two-pronged plan to buy peripheral bonds in the secondary market (via the SMP) while the EFSF/ESM will buy bonds dire
rata EGM to vote on Glencore deal September 12 - Germany's Constitutional Court ruling on ESM S, Fiscal Pact November 6 - US Presidential Election Ike Groff Stamford, CT 069011 e• mailto: (Description: Description: cid:[email protected]) This e-mail and any files transmitted with it are c
higher with the exception of the SCHOMP which continues to underperform. China PMI out tonight 0 9pm tonight and Europe/US PMI's tomorrow morning. Sueddeutsche reporting again that plans to give the ESM a banking license to give it access to unlimited ECB funding are gaining support (although Germany still
From: Ike Groff Subject: Early Tour 6.28.13 Date: Fri, 28 Jun 2013 09:53:13 +0000 Inline-Images: irnage001.jpg: image002.png Lypescription: Description: Good Mo
to exceed 25% cash payout in 2013) • Germany May retail sales +0.8% m/m versus estimate +0.4% (+0.4% y/y versus estimate +0.2%) • ECB denies the Sueddeutsche article they are discussing additional bond-buying across 17 EU states Leading European Sectors: Tech -0.82%, Healthcare -0.75%, Chemicals -0.31% L
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