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Thursday's Main Events - 23 January 2014

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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

Time Country Company Reporting (period) Reported EPS/Revenues Consensus EPS /Revenues Previous
07:00 UK EASYJET (TRADING UPDATE)
11:00 FINLAND NOKIA (FY)  €0.07 / €23.44B €0.06 / €22.84B €0.18 / €30.18B
B/M USA LOCKHEED MARTIN (Q4)  $2.38 / $11.5B $2.13 / $11.34B $2.57 / $11.35B
SW AIRLINES (Q4)  $0.30 / $4.4B $0.29 / $4.37B $0.34 / $4.55B
MCDONALDS (Q4)  $1.40 / $7.09B $1.39 / $7.11B $1.52 / $7.32B
A/M USA STARBUCKS (Q1)  $0.71 / $4.24B $0.69 / $4.29B $0.60 / $3.8B
22:30 USA MICROSOFT (Q2)  $0.78 / $24.5B $0.68 / $23.67B $0.62 / $18.53B

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
00:00 AUSSIE CONSUMER INFLATION EXPECTATIONS (JAN)  2.3 2.10%
01:45 CHINA HSBC/MARKIT FLASH MANUFACTURING PMI (JAN)  49.6 50.3 50.5
02:00 CHINA CONFERENCE BOARD LEADING ECONOMIC INDEX (DEC)  278.8 277.6
07:45 FRANCE PRODUCTION OUTLOOK INDICATOR (JAN)  -5 -9 -11
MANUFACTURING CONFIDENCE (JAN)  100 100 100
BUSINESS CONFIDENCE (JAN)  94 95 94
07:58 FRANCE PMI MANUFACTURING (JAN P)  48.8 47.5 47
PMI SERVICES (JAN P)  48.6 48.1 47.8
08:00 SPAIN UNEMPLOYMENT RATE (4Q)  26.03% 26.00% 25.98%
08:28 GERMANY PMI MANUFACTURING (JAN A)  56.3 54.6 54.3
PMI SERVICES (JAN A)  53.6 54.0 53.5
08:58 E/ZONE PMI MANUFACTURING (JAN A)  53.9 53.0 52.7
PMI COMPOSITE (JAN A)  53.2 52.5 52.1
PMI SERVICES (JAN A)  51.9 51.4 51
09:00 E/ZONE ECB CURRENT ACCOUNT (SA) (NOV)  €23.5B €22.2B R+
CURRENT ACCOUNT (NSA) (NOV)  €27.4B €26.6B R+
11:00 U.K CBI REPORTED SALES (JAN)  14 25 34
13:30 U.S.A INITIAL JOBLESS CLAIMS (JAN 18)  326K 330K 325K R-
CONTINUING CLAIMS (JAN 11)  3.056M 2.900M 3.022M R-
CHICAGO FED NATIONAL ACTIVITY INDEX (DEC)  0.16 0.9 0.69R+
CANADA RETAIL SALES (MOM) (NOV)  0.60% 0.20% -0.10%
RETAIL SALES EX AUTO (MOM) (NOV)  0.40% 0.30% 0.50 R+%
13:58 U.S.A MARKIT PMI (JAN P)  53.7 55 54.4
14:00 U.S.A HOUSE PRICE INDEX (MOM) (NOV)  0.1% 0.40% 0.50%
14:45 U.S.A BLOOMBERG CONSUMER COMFORT (JAN 19)  -31.0 -31
15:00 E/ZONE CONSUMER CONFIDENCE (JAN)  -11.7 -13 -13.6
U.S.A EXISTING HOME SALES (DEC)  4.87M 4.93M 4.90M
LEADING INDEX (DEC)  0.1% 0.20% 0.80%
15:30 U.S.A EIA NATURAL GAS STORAGE CHANGE (JAN 17) -110 -287
16:00 U.S.A EIA WEEKLY OIL STOCKS  990K 1150K -7658K
KANSAS CITY FED MANUFACTURING ACTIVITY (JAN)  5 2 -3

Speeches / Events

Time Country Speech / Event / Report
05:00 JAPAN BOJ’S MONTHLY ECONOMIC REPORT (JAN)
09:00 U.K BOE’S FISHER SPEAKS
15:00 EUROPE EU’S VAN ROMPUY SPEAKS
18:00 E/ZONE ECB’S VISCO SPEAKS

Government Debt Auction

Time Country Government Debt Auction Sold Yield / Demand Prior Yield / Demand
01:30 JAPAN 20 YEAR JGB AUCTION
09:50 FRANCE €7.0-8.0B APR 2016, MAY 2018, MAY 2019 OAT AUCITIONS
10:30 U.K £3.25B SEP 2023 GILT AUCTION
10:50 FRANCE €1.2-1.7B 2016 BTANI, 2018 & 2024 OAT€I AUCTIONS
16:00 U.S.A ANNOUNCES DETAILS OF 2/5/7 YEAR NOTE AUCTIONS
18:00 U.S.A $15.0B 10 YEAR TIPS AUCTION
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This research is produced by Accendo Markets Limited. Research produced and disseminated by Accendo Markets is classified as non-independent research, and is therefore a marketing communication. This investment research has not been prepared in accordance with legal requirements designed to promote its independence and it is not subject to the prohibition on dealing ahead of the dissemination of investment research. This research does not constitute a personal recommendation or offer to enter into a transaction or an investment, and is produced and distributed for information purposes only.

Accendo Markets considers opinions and information contained within the research to be valid when published, and gives no warranty as to the investments referred to in this material. The income from the investments referred to may go down as well as up, and investors may realise losses on investments. The past performance of a particular investment is not necessarily a guide to its future performance. Prepared by Michael van Dulken, Head of Research

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