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From: Ike Groff Subject: Early Tour 6.28.13 Date: Fri, 28 Jun 20
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
From: Ike Groff Subject: Early Tour 8.2.12 Date: Thu, 02 Aug 20
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
From: Ike Groff <Ma Subject: Early Tour 7.31.12 Date: Tue, 31 J
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
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