Author Topic: Today's Outlook  (Read 843439 times)

jaDEB

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Re: Today's Outlook
« Reply #570 on: March 06, 2014, 08:13:27 am »
Gold 1336 vs 1335        , $/R 10.70 vs 10.76      , Copper 7.08 vs 7.12 , Nickel 15.08  vs 15.15       , Oil 101.00 vs 103.30


GLNCY

+0.63%



GLEN.L

+0.11%



0805.HK

0.00%



HMY 

+1.24%

Asian shares enjoyed a reprieve on Thursday as diplomatic efforts moderated the crisis over Ukraine, while the euro came under pressure as investors speculate whether the European Central Bank will ease policy later in the day. Any steps the ECB takes to support the still-fragile euro zone economy could benefit some assets, though gains could be limited ahead of pivotal U.S. payrolls data on Friday
jaDEB

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Moneypenny

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Re: Today's Outlook
« Reply #571 on: March 06, 2014, 08:19:45 am »
Europe ended: FTSE -0.71%, DAX -0.49%, CAC -0.11%, Stoxx600 -0.04%.

DOW ended -0.22%, NAS +0.14%, S&P flat, futures flat to green.

In Asia still going Nikkei +1.81%  (Edit: Ends +1.6%), Hang Seng +0.56%, Shanghai -0.05%, Sensex +0.43%, Singapore -0.62%. (7:47)

SA Alsi -0.18% @ 47 514, T40 -0.26% @ 42 952 (Technical: Both indices have limited upside considering 14-day RSI : overbought)

T40 + 111 pips (8:02)

Eco Calendar:
08:30 French unemployment rate prev 10.9%, exp 11.0%
14:00 GB Interest rate, prev & exp 0.50% & BoE QE Total, prev & exp 375B
14:45 EUR Interest rate decision, prev & exp 0.25%
15:30 EUR ECB Press

New highs Comair, Sappi, Steinhoff, CML, Bats, Sasol, Grandprade, Aspen.

New low JDGroup, Illovo, Ellies

Capitec  up +4.4% @ 19300 after reports that full year profit likely to rose with 16%, also touched new intra-day low 17555 at closing.

Duals:
TKGY:US +3.56%
SNHFY:US +1.81%
700KHTENC +1.69%
HMY:US +1.24%
GLNCY:US +0.63%
VOD:LN -1.10%
BHP:AU -0.37%
BARC:LN -0.28%
MT:NA +0.27%

Just in:

Sanlam FY EPS ex-items R3.98, Ext R3.80

EU freezes assets of 18 Ukrainians, including Yanukovych & NATO kicks Russia off naval mission.

SA: Load shedding back on as coal is wet after days of rain. ???  Goodness, be lucky we don’t have months of snow, would have been back in the dark ages by now.

Anybody know where we can find a reputable schedule for shedding? :D  Not such a pain if you know what's coming your way.

« Last Edit: March 06, 2014, 08:28:53 am by Moneypenny »

Moneypenny

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Re: Today's Outlook
« Reply #572 on: March 07, 2014, 08:04:18 am »
S&P ends with 50th record-close in past 12 months as do SA indices with Top-40 +0.66% @ 43 236 , its highest closing level on record and Alsi +0.64% @ 47 819, same story.

Exxaro + 2.76% yesterday after higher full-year profit & dividend up +10% - not due to Eskom and coal disaster, but it helped sentiment I suppose. 

Aspen +0.8% after reported +23% half-year profit. 

By the way, no rolling blackouts for today but Eskom reserved the right to change that statement during the day.  Man, yesterday 4-hours without power, previous week 5 days.  Makes me think of camping, which I hate by the way.  O:-)  TMI, I know.

Asia mostly green now, closing in 16 min. (Tokyo)

Eco Calendar:

15:30 US Nonfarm Payrolls, prev 113K, exp 149K
15:30 US Unemployment rate, prev & exp 6.6%

Dual

GLNCY:US +2.34%
TLKGY:US +2.34%
NPSNY:US +1.96%
HMY:US +1.84%
SNFH:US +1.81%
700HK -0.30%
BHP:AU +0.16%
BARC:LN +0.42%
VOD:LN +0.43%
CFR:VX +0.52%
BCS:US +0.53%

New high PSG, Steinhoff, Sasol, Cullinan, Afgri, OldMutual, Infrasors, Sappi.

Lovely rain.

jaDEB

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Re: Today's Outlook
« Reply #573 on: March 07, 2014, 08:09:32 am »
Gold 1350 vs 1336        , $/R 10.70 vs 10.70      , Copper 7.05 vs 7.08 , Nickel 15.44  vs 15.08       , Oil 101.91 vs 101.00


GLNCY

+2.34%



GLEN.L

+2.33%



0805.HK

+2.20%  :TU:



HMY

+1.84%

U.S. hiring likely picked up enough in February to keep the Federal Reserve on track in reducing its monetary stimulus. But the size of the gain is nevertheless expected to be modest as the economy struggles to break free of the grip of unusually severe winter weather. Nonfarm payrolls probably increased by 149,000 last month
jaDEB

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Moneypenny

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Re: Today's Outlook
« Reply #574 on: March 10, 2014, 08:24:49 am »
Chinese exports fell 18.1% in Feb (YoY) on Saturday, leaving trade deficit of $2.98B.

This morning, Asia-Pacific rattled again by Japan Current Account exp -1.411T, act -1.589T & GDP exp 1.0%, act 0.7%.

Asia Dow -0.75%
Nikkei ends -1.06%
Topix ends -0.8%
Hang Seng -1.81%
Shanghai -2.33%
Sensex -0.05%
Singapore -0.42%
ASX -0.93%

US closed on Friday with DOW +0.19%, Nas -0.37%, S&P +0.05%, Futures red -0.34%, -0.24%, -0.28% (8:01),

SA Alsi -0.07% @ 47 786, T40 -0.07% @ 43 206, T40 Cash atm -294 pips (8:03)

Sanlam posted 39% rise in annual earning causing +1.8% to 5319c.

No other major eco data for today.

Duals:
HMY:US +0.30%
CFRUY:US +0.00%
CFR:VX -0.40%
GLNCY:US -4.40%
BHP:AU -4.14%
VOD:LN -2.14%
BARC:LN -1.95%
MT:NA -1.90%
BCS:US -1.64%
NPSNY:US -1.28%

Tencent agrees to buy 15% stake in JD.Com for $214.7m.

Putin snubs Obama’s warning over military intervention in Crimea saying on Friday Russia will not ignore call for help from Russians in Ukraine.

Eskom stating powers supply ‘constrained but stable’ atm.

jaDEB

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Re: Today's Outlook
« Reply #575 on: March 10, 2014, 08:32:35 am »

Gold 1330 vs 1336        , $/R 10.76 vs 10.70      , Copper 6.70 vs 7.05 , Nickel 14.96  vs 15.44       , Oil 101.86 vs 101.91


GLNCY

-4.40%  :frustrated:



GLEN.L

-4.44%  :frustrated:



0805.HK   :wall:  :whistle:  :wtf:

-4.09%



HMY

+0.30%



^DJI

+0.19%

Asian stocks slid on Monday and the dollar stepped back from its recent highs as disappointing Chinese trade data and uncertainty over the crisis in Ukraine kept risk appetite in check. Investors greeted the new week in Asia on a cautious note after data issued on Saturday showed China's exports unexpectedly tumbled in February
jaDEB

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jaDEB

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Re: Today's Outlook
« Reply #576 on: March 10, 2014, 09:05:37 am »
GLN & BIL down 4% ...  :( dis is why I assume.

jaDEB

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Moonraker

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Re: Today's Outlook
« Reply #577 on: March 10, 2014, 09:53:42 am »


Asian stocks slid on Monday and the dollar stepped back from its recent highs as disappointing Chinese trade data and uncertainty over the crisis in Ukraine kept risk appetite in check. Investors greeted the new week in Asia on a cautious note after data issued on Saturday showed China's exports unexpectedly tumbled in February
Ja, that and what I posted in the Commodities thread.

jaDEB

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Re: Today's Outlook
« Reply #578 on: March 11, 2014, 08:02:40 am »

Gold 1342 vs 1330        , $/R 10.75 vs 10.76      , Copper 6.71 vs 6.70 , Nickel 15.68  vs 14.96       , Oil 101.08 vs 101.86


BHP

-2.67%



GLNCY

-2.85%



GLEN.L

-6.75%



0805.HK

-1.56%



HMY 

-1.20%



^DJI

-0.21%

U.S. stocks dipped on Monday, weighed down by soft data out of China and Boeing's latest production setback. Merger and acquisition announcements, however, as well as company-specific news including on Facebook and Alexion Pharma, helped keep the S&P 500 and Nasdaq from bigger losses. China's exports unexpectedly tumbled 18.1 percent in February, against expectations for a 6.8 percent rise, swinging
jaDEB

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Moneypenny

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Re: Today's Outlook
« Reply #579 on: March 11, 2014, 08:41:47 am »
No action from the BoJ earlier this morning.

@ 7:27
Japan +0.7%
Hong Kong +0.1%
Shanghai -0.1%
Sydney closed flat
Seoul +0.2%
Mumbai -0.3%

US ended -0.20%, -0.05% & -0.06%, futures flat to red.

Eco Calendar:
11:30 GB Manufacturing Production

Duals:
BARC:LN -2.56%
700HK +0.97%
BHP:AU -0.64%
BBL:US -1.99%
TCEHY:US -1.55%
VOD:LN -3.58%
BCS:US -2.98%
GLNCY:US -2.85%
MT:NA -1.85%
NPNY:US -1.20%
HMY:US -1.20%

Alsi -0.97%, T40 -1.09%

Major loser yesterday KIO -8.45%, Anglo -4.18%, Glencore -3.47% & new lows Tongaat & JD Group.

IGT40 +151

Moneypenny

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Re: Today's Outlook
« Reply #580 on: March 12, 2014, 07:52:05 am »
US ended -0.41%, -0.63%, -0.49%, Futures flat to red.

Asia-Pacific overnight and still going ranging between -0.52% to -2.54% (Nikkei @ 7:33) metal prices still falling in Australia, India only green @ +0.37%.

SA T40 @ -294 pips (7:35), FTSE futures -0.32% (7:19)

Eco Calendar:

11:30 GB Trade Balance

Heads-up: Watch out tomorrow morning 7:30 for Chinese Industrial Production, prev 9.7%, exp 9.5%.

Duals:

HMY:US +3.95%
MT:NA +1.42%
BHP:AU +0.17%
TLKGY:US -3.73%
BCS:US -3.44%
SNHFY:US -3.22%
700HK -3.00%
BARCL:LN -2.42%
GLNCY:US -1.80%
VOD:LN -1.67%
OXV:GR -1.24%

New lows for JDG, Kumba, Aveng.  New high Naspers, CML, Sasol Sibanye (intra-day)
« Last Edit: March 12, 2014, 07:57:03 am by Moneypenny »

jaDEB

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Re: Today's Outlook
« Reply #581 on: March 12, 2014, 08:08:57 am »
Gold 1356 vs 1342    :TU:     , $/R 10.87 vs 10.75      , Copper 6.48 vs 6.71  :wall:, Nickel 15.47  vs 15.68       , Oil 99.24 vs 101.08


BHP

-1.65%



GLNCY

-1.89%



GLEN.L

-1.06%



0805.HK

-2.31%



HMY 

+3.95%

Asian stocks fell on Wednesday as economic uncertainty in China and the United States combined with political tensions in Ukraine to keep investors cautious and commodities under a dark cloud. Copper grabbed the headlines as Shanghai futures fell almost 4 percent to their lowest since 2009 amid concerns about the potential unraveling of loan deals in China where the industrial metal has been used as collateral
jaDEB

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Moonraker

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Re: Today's Outlook
« Reply #582 on: March 12, 2014, 01:18:03 pm »
Ag nee, goeie genade.

Euro-area industrial production unexpectedly declined in January as energy output dropped, underscoring the fragility of the currency bloc’s recovery from a record-long recession.

Factory output in the 18-nation euro zone slipped 0.2 percent from December, the European Union’s statistics office in Luxembourg said today. The median forecast in Bloomberg News survey of 39 economists was for a 0.5 percent increase. From a year earlier, production rose 2.1 percent.

jaDEB

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Re: Today's Outlook
« Reply #583 on: March 13, 2014, 08:14:51 am »
Gold 1371 vs 1356  ;D Good for RSA  & griffin      , $/R 10.77 vs 10.87      , Copper 6.49 vs 6.48  , Nickel 15.61  vs 15.47       , Oil 98.23 vs 99.24


GLEN.L

-1.18%



BHP

+0.86%



GLNCY

-0.77%



0805.HK

-0.74%



HMY

+3.51%



^DJI 

-0.07%


Asian shares cautiously rebounded from two-week lows on Thursday though investors were in no mood to embrace risk ahead of a batch of Chinese data that may offer clues about the extent of its economic slowdown. A standoff in Ukraine, signs of weakness and other risks in China's economy and a massive fall in copper prices are spooking investors, though a flat close on Wall Street and some positive regional data helped to underpin some markets

jaDEB

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Moneypenny

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Re: Today's Outlook
« Reply #584 on: March 13, 2014, 08:48:45 am »
China forecasted data failed to meet expectations this morning with Industrial Production slowing to 8.6% in the January-February period, compared to 9.7% in December, while Retail-Sales Growth also eased to 11.8% from 13.1% in December.

Asia up before data, did a 180 after:

Japan (Nikkei Average) -0.1% (closed)
Hong Kong (Hang Seng Index) -0.6%
Shanghai (Shanghai Composite Index) +0.6%
Sydney (S&P/ASX 200) +0.5%  (closed)
Seoul (Kospi) +0.1%  (closed)
Mumbai (Sensex) +0.3%
Taipei (Taiex) +0.7%  (closed)

US ended -0.07%, +0.02% & +0.37% last night, futures green.

Eco Calendarr:

07:30 Chinese Industrial Production, done and dusted.
11:00 ECB Monthly Report
14:30 US Core Retail Sales

SAT40 +164 (8:37)

Duals:
HMY:US +3.51%
VOD:LN +1.46%
BHP:AU +1.14% (7:10)
MT:NA -0.23%
BCS:US -0.76%
700HK -2.41%
GLNCY:US -0.77%

New low Ellies, Pinnacle, Tongaat, Kumba, Aveng, JDGroup