Jefferies EMEA Market Minutes

By Meredydd Watts

PLEASE REMOVE

Daily insight into equity markets including research calls, factor & sector analysis, key macro events and trends ---- THIS IS NOT EQUITY RESEARCH: This material is a marketing com... more

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FAQs about Jefferies EMEA Market Minutes:

How many episodes does Jefferies EMEA Market Minutes have?

The podcast currently has 366 episodes available.

Jefferies EMEA Market Minutes episodes:

September 16, 2020 Sept 16th- Positive IPO and sector rotation ahead of FOMC ,
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6min
September 15, 2020 Tues 15th Sept- Europe higher post positive macro data
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5min
September 14, 2020 Monday 14th September - M&A Monday to the rescue?
Recorded 11am Uk time, 6am Eastern Time
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6min
September 11, 2020 Friday 11th sept - Europe broadly unch
• S&P futs -1% from Europe
• Mixed session in Asia, HSI and SHCOMP closed higher as tech sentiment turned +ve
• Senate failed to move ahead with the $500bn stimulus plan in a 52-47 vote
• focus on deals this morning as Next Private agreed to buy Altice +25% after the co was valued at 4.9 billion euros
• KBX -8% €1bn placing in Knorr(KBX GY) overnight stock. Was placed at 8% discount and stock has been trading around this price for most of the morning.
• and Aryzta (arzeta) +11% say they are in advanced talks with Elliott Management about a potential takeover.
• Miners are outperforming +1% .. sector +>5% over last 5 sessions
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5min
September 10, 2020 Thursday 10th Sept- ECB, Money raises and M&A
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6min
September 09, 2020 Wednesday 9th September- SXXP outperformance prevalent
• SXXP +80bps, so outperforming the S&P futures which are Unch from Europe’s close yesterday
• $1t wiped off 6 largest US tech co.'s in last few days
• Astrazeneca pauses vaccine trial after a participant fell ill
• The economic data and earnings calendar is pretty quiet in Europe, with attention likely to turn to the European Central Bank meeting coming up on Thursday
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4min
September 08, 2020 Tuesday 8th Sept - SXXP -1%
• Market took a leg lower as TSLA -10% pre market dragging Nasdaq Future down 1%
• Sterling faded further 1% against the EUR after continued Brexit concerns.
• UK Johnson believes the UK-EU withdrawal agreement is legally ambiguous, would leave Northern Ireland isolated from the rest of the UK.
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2min
September 07, 2020 Monday 7th September- SXXP +1%
• US and Canada markets closed today.
• Overnight is Asia - markets were mostly lower, driven by Tech weakness impacted by SMIC -20% on possibility it may be blacklisted by Trump
• Johnson expected to warn the EU that if there is no breakthrough Brexit deal by Oct 15th
• Virgin Atlantic is to cut a further 1,150 jobs and put another 600 cabin crew on extended furlough beyond October,l
• Last week’s US technology rout showed European stocks might be relatively resilient to a prolonged correction, and for good reason.
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3min
September 04, 2020 Friday 4th Sept - European bank M&A helping big outperformance in value.
Value basket rally, central bank and govt stimulus increasing. More macro focus later with non farm payrolls to come
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4min
September 03, 2020 Thursday 3rd Sept- another +ve European session led by value.
Big focus on $ and more govt stimulus.
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5min

FAQs about Jefferies EMEA Market Minutes:

How many episodes does Jefferies EMEA Market Minutes have?

The podcast currently has 366 episodes available.