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re Holdings (LNCR) 6O0 change (after close Aug-3): Dice Holdings (DHX) to replace Standard Microsystems (SMSC) Other Newspaper Articles & Stories Barron's positive: Atwood Oceanics (ATW) & Lufkin Industries (LUFK) Barron's< mod=BOL_hpp_highlight_top> EFTA00407581 Wary Fed Is Poised to Act WSJ<
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
FBP, JCI, KSU, MRX, MYGN, NVO, RDA, RTN, UTX Shareholder Meetings: CCSC, MCHP, SUPX Equity/Mixed Shelf s: N/A Other Newspaper Articles & Stories Barron's positive: Cisco (CSCO) Barron's< mod=BOL_hpp_highlight_top> Wonk Wars: How Big Are EU Deficits? WSJ WSJ Dutch Banks Feel Property Pain Apple
a, FL) August 31-Sep 1 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY (Bernanke speaks Aug 31 @ 10am, Lagarde speaks Aug 31 @ 2:30pm, Draghi speaks Sep 1 @ 12:25pm) September 3-6 - Democrat National Convention (Charlotte, NC) September 6 - BOE/ECB rate announcements September 7 - Xstrat
outlook) (trading +1.5%) Marvell Q2 revs & eps missed (gross margins fell) (citing global eco weakness) (trading -10%) Merkel says Germany backs Draghi on the conditions for ECB help (in Canada yesterday) GM seen planning global reorganization tackling "fiefdoms" according to Bloomberg EU Commissi
LI, TSLA ,CALD, LULU, NTGR, OFLX, OMPI, DKS, ENOC, TFM, TTO, NTE, ASTI, ALXA, MGRC, P Equity/Mixed Shelf s: N/A Other Newspaper Articles & Stories Barron's positive: Barron's WSJ cautious: WSJ mod=ITP_moneyandinvesting_8> Lowe's (LOW) Lowe's (LOW) Recall Bid Fails in Wisconsin WSJ< mod=ITP_pag
.60% DXY $82.54 (-28c) Crude $85.18 (+89c) Gold Australia GDP comes in much stronger at +1.3% versus estimate +0.6%. ECB announcement (7:45am) s Draghi press conference to follow (8:30am). Reports suggest that the ECB will want to keep pressure on politicians to take action and will be reluctant to
, VZ, HLS, SWFT, DTV, DOV, IVR, PSA, ACY, OSTK, RLI, SATS, ALC, GTXI, PLD, NHI, WBCO Equity/Mixed Shelf s: N/A Other Newspaper Articles & Stories Barron's positive: Kirby Corp (KEX) Barron's< WSJ cautious: WSJ< Chesapeake WSJ< WSJ positive: WSJ< WSJ< KIT Digital (KITD) News Corp.'s Puzzle: '
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
RW, UNS, MCHX, MYL, OXY, VASC, CDNS, ITW Equity/Mixed Shelfs: WAL ($400M), DUF ($500M), EBS ($180M), NBTB, IPI Other Newspaper Articles & Stories Barron's positive: WSJ WSJ positive: WSJ General Motors (GM) France Telecom (FTE FP) New Ripples for Gupta Case EFTA00414240 WSJ mod=ITP_moneyandI
> U.S. Chose Better Path to Recovery NYT recovery. html> Once Remote, DealBook public-face/> Goldman Sachs Puts on a Friendly Public Face NYT Draghi predicts 2012 eurozone 11e1-8faf-00144feab49a.html> recovery FTc Draghi urges eurozone to focus on growth FT< 9540-11e1-8faf-00144feab49a.htmltax
NZ, NNN, RY, TTC Shareholder Meetings: ASIA, DHX, LHO, AEA, PGR, K, GGG Equity/Mixed Shelf s: VGZ ($200M), KIM Other Newspaper Articles & Stories Barron's positive: Range Resources (RRC) & KBR (KBR) Barron's<http://online.barrons.com/article/SB50001424053111903835404577354203438713984.html? mod=BOL_
4feab49a.htmltaxzzlsSqly212> Germany: the miraculous machine FT<http://www.ft.com/cms/s/O/dff3976a-8a08-11e1- 87f0-00144feab49a.htmltaxzzlsSqly212> Draghi's remedy must not become a panacea FT<http://www.ft.com/cms/s/0/3fd26bb4- 8588-11e1-90cd-00144feab49a.htmltaxzzlsSqly212> Dilemma for centrist who c
O, SON, SPNS, TFX, UTEK, CVLT Shareholder Meetings: BRS, CA, WRLD, NATR, RJET Equity/Mixed Shelf s: SAVE, CRL Other Newspaper Articles & Stories Barron's cautious: Coach (COH) Barron's<http://online.barrons.com/article/SB50001424053111903940904577561143517399960.html? mod=BOL_hpp_highlight_top> Sh
tend ZIRP into mid-2015 today and reiterate dovish stance of ready to act at any time if appropriate. ECB tomorrow the bigger event this week after Draghi's recent comments. Consensus seems to expect that (at a minimum) measures will be announced in which the EFSF will step in to buy sovereign debt fl
RLS, CCF, CSPI, IESC, MWIV, DLB, ROK, NKBP Equity/Mixed Shelfs: N/A Other Newspaper Articles & Stories • Junk Bond Decline: Should You Be Afraid? Barron's • Liberty Global set for Virgin Media bid FT • KPN eyes E4bn capital raising FT • ECB told to double its manpower FT • BP faces year-long w
bama puts trade at heart of agenda FT • EU leaders seek seven-year budget deal FT • QE takes a toll on emerging economies FT • MPS bailout puts Draghi mission in focus FT • New aggression from the chancellor Lex • Great rotation: reasons not to believe Lex • The shadow of 1914 falls over the P
, CRDB, HE, HSNI, MFSF, RCKY, SIX, ENB, PJC, SLF, CPA, ETRM, LPLA, PHM, PDS, DECK, RIO Equity/Mixed Shelfs: N/A Other Newspaper Articles & Stories Barron's positive: Lazard (LAZ) Barron's WSJ cautious: Tesla (TSLA) WSJ • Alex Ferguson retires as Manchester United manger Telegraph • Brazilian diplo
$1452.50 (+$3.70) Copper +0.51% Silver -0.13% Asia was firmer across the board overnight following strong EU macro data and dovish comments from Draghi. Sentiment was helped after China export and import data for April came in better than expected with exports up 14.7% and imports up 16.8%. Austral
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