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Week in Advance: 21 – 25 August

Monday 21 August

UK Results/Updates: Global Ports, TBC Bank

UK Economic Announcements
00:01    Rightmove House Prices
09:30    Public Sector Net Borrowing

Intl Economic Announcement
05:30    All Industry Activity Index (JP)
13:30    Chicago Fed National Activity Index (US)

Tuesday 22 August

UK Results/Updates: Antofagasta, BHP Billiton (11:30pm), Cairn Energy, Hostelworld, John Wood Group, Persimmon

US Results/Updates: Salesforce.com

UK Economic Announcements
09:30    CBI Trends

Intl Economic Announcements
10:00    ZEW Surveys (DE)
14:00    House Price Index (US)
15:00    Richmond Fed (US) 

Wednesday 23 August

UK Results/Updates: Carillion, NMC Health, Vedanta, WPP

US Results/Updates: Lowe’s

Intl Economic Announcements
8-9am   Manufacturing & Services PMI (European; various)
12:00      MBA Mortgage Applications (US)
14:45    Manufacturing & Services PMI (US)
15:00    Consumer Confidence (EZ)
15:00      New Home Sales (US)
15:30      EIA Crude Oil inventories (US)

Thursday 24 August

UK Results/Updates: Avocet Mining, CRH, Hunting, OneSavings Bank, Phoenix, Playtech, Premier Oil

EU Results/Updates: Marine Harvest

US Results/Updates: Abercrombie & Fitch, Dollar Tree, Staples, Tiffany & Co

 

Ex-Dividends (The estimated dividend impact on the UK 100 this week is 2.3pts)

UK 100 : Carnival 31p, London Stock Exchange Group 14.4p, Mondi 17.4p, Paddy Power Betfair 65p, Prudential 14.5p

: Berkeley Group 51.8p, Cineworld 6p, CLS Holdings 2p, Dixons Carphone 7.8p, FDM Group 12p, Fidessa 15.3p, HICL Infrastructure Fund 2p, Hikma Pharmaceuticals 8.5p, Jardine Lloyd Thompson 12.2p, Polypipe Group 3.6p, Rotork 2p, Witan Investment Trust 4.8p

 

UK Economic Announcements
09:30    Q2 GDP, Index of Services, BBA Mortgages, Imports/Exports
11:00    CBI Sales

Intl Economic Announcements
All Day  US Fed hosts Jackson Hole Symposium
01:30     Manufacturing PMI (JP)
13.30      Weekly Jobless Claims (US)
15:00    Existing Home Sales (US)
16:00    Kansas City Fed (US)

Friday 25 August

UK Results/Updates: Computacenter

Intl Economic Announcements
All Day US Fed hosts Jackson Hole Symposium
00:30      CPI (JP)
07:00    Q2 GDP Final (DE)
09:00      IFO Surveys (DE)
13:30    Durable Goods (US)
18:00      Baker Hughes Rig Count (US)

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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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