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Thursday's Main Events - 25 February 2016

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For Data Definitions and what could be impacted, see our Dictionary

NB: Data and consensus provided by third parties - accuracy cannot be guaranteed
Note that data significance will vary depending on what you trade

Companies Reporting

Bloomberg estimates ex-divs could take 6.3pts off the UK 100 index tomorrow (link)

UK COMPANIES REPORTING
Bodycote FY Results
British American Tobacco FY Results
Capita FY Results
Countrywide FY Results
Derwent London FY Results
Galliford Try Interim Results
Howden Joinery FY Results
KAZ Minerals FY Results
Lloyds Banking FY Results
Merlin Entertainments FY Results
Mondi FY Results
National Express FY Results
Playtech FY Results
Premier Oil FY Results
RELX FY Results
Rentokil Initial FY Results
RSA Insurance FY Results
Serco FY Results
Spirent Comms FY Results
St James’s Place FY Results
UBM FY Results
EU COMPANIES REPORTING
AXA FY Results
Bayer FY Results
Deutsche Telekom FY Results
Henkel FY Results
Repsol FY Results
US COMPANIES REPORTING
Best Buy FY Results
Gap FY Results
Kraft Heinz FY Results

Macro Economic Data

  • Green (Beat consensus)
  • Black (In-line with consensus)
  • Red (Missed consensus)
  • R+ (Revised up)
  • R- (Revised down)
  • Yellow (important)
TIME COUNTRY DATA REPORTED CONSENSUS PRIOR
00:30 AUSTRALIA PRIVATE CAPITAL EXPENDITURE (Q4)  0.8% -3.0% -9.2%
07:00 GERMANY GFK CONSUMER CONFIDENCE (MAR)  9.5 9.3 9.4
08:00 SPAIN GDP (QOQ) (Q4 F)  0.8% 0.8% 0.8%
GDP (YOY) (Q4 F)  3.5% 3.5% 3.5%
PPI (MOM) (JAN)  -2.5% -0.7%
PPI (YOY) (JAN)  -4.2% -2.2%
09:00 E.ZONE M3 MONEY SUPPLY (YOY) (JAN)  5.0% 4.7% 4.7%
09:30 U.K GDP (QOQ) (Q4 P)  0.5% 0.5% 0.5%
GDP (YOY) (Q4 P)  1.9% 1.9% 1.9%
INDEX OF SERVICES (MOM) (DEC)  0.2% 0.3% 0.2%
INDEX OF SERVICES (3M/3M) (DEC)  0.7% 0.7% 0.6%
10:00 E.ZONE CPI (MOM) (JAN)  -1.5% -1.4% 0.0%
CPI (YOY) (JAN F)  0.3% 0.4% 0.4%
CORE CPI (YOY) (JAN F)  1.0% 1.0% 1.0%
13:30 U.S.A INITIAL JOBLESS CLAIMS (FEB 20)  272K 270K 262K
CONTINUING CLAIMS (FEB 12)  2.250M 2.253M 2.273M
DURABLE GOODS ORDERS (MOM) (JAN P)  4.9% 2.7% -4.6% R+
DURABLES EX. TRANSPORT (MOM) (JAN P)  1.8% 0.3% -0.7% R+
14:00 U.S.A HOUSE PRICE PURCHASE INDEX (QOQ) (Q4)  1.4% 1.3%
FHFA HOUSE PRICE INDEX (MOM) (DEC)  0.4% 0.5% 0.5%
16:00 U.S.A KANSAS CITY FED MANUFACTURING ACTIVITY (FEB) -6 -9
23:50 JAPAN NATIONAL CPI (YOY) (JAN) 0.0% 0.2%
NATIONAL CPI EX. FRESH FOOD (YOY) (JAN) 0.0% 0.1%
NATIONAL CPI EX. FRESH FOOD & ENERGY (YOY) (JAN) 0.7% 0.8%

Speeches / Events

TIME COUNTRY SPEECH / EVENT / REPORT
00:00 U.S.A FED’S BULLARD SPEAKS
01:30 JAPAN BOJ’S KIUCHI SPEAKS
13:15 U.S.A FED’S LOCKHART SPEAKS
17:00 U.S.A FED’S WILLIAMS SPEAKS
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