the concise guide to the week ahead courtesy of Cantor Index

Monday, July 30, 2012

UK Reporting:- Arm Holdings Plc, ARM, (SM), Diageo Plc, DGE, (Pr), Fidessa Group Plc, FDSA, (R), Gem Diamonds Ltd, GEMD, (R), Hiscox Ltd, HSX, (R), Hsbc Holdings Plc, HSBA, (R), Hsbc Holdings Plc, HSBA, e, (CC), Keller Group Plc, KLR, e, (CC), Keller Group Plc, KLR, (R), National Grid Plc, NG, (SM), National Grid Plc, NG, (R), Reckitt Benckiser Group Plc, RB, (R), Reckitt Benckiser Group Plc, RB, e, (CC), Talktalk Telecom Group, TALK, (R), Ultra Electronics Hldgs Plc, ULE, (R), Wpp Plc, WPP, (Pr)

S&P 500 Reporting:- Anadarko Petroleum Corp, Q2, 0.771,  Eastman Chemical Co, Q2, 1.299,  Fiserv Inc, Q2, 1.258,  Flowserve Corp, Q2, 1.924,  Franklin Resources Inc, Q3, 2.051,  Jacobs Engineering Group Inc, Q3, 0.747,  Loews Corp, Q2, 0.76,  Masco Corp, Q2, 0.108,  Plum Creek Timber Co Inc, Q2, 0.181,  Roper Industries Inc, Q2, 1.15,  Seagate Technology PLC, Q4, 2.429

S&P 500 Ex Dividends (gross):- Aon PLC, AON, (.1575),  Diamond Offshore Drilling Inc, DO, (.125),  Diamond Offshore Drilling Inc, DO, (.75),  Hasbro Inc, HAS, (.36),  MeadWestvaco Corp, MWV, (.25),  NRG Energy Inc, NRG, (.09),  Paychex Inc, PAYX, (.32),  People’s United Financial Inc, PBCT, (.16),  Pinnacle West Capital Corp, PNW, (.525)

Euro Stoxx 600 Reporting:- Air France-KLM, S1, -1.89,  Air Liquide SA, S1, 2.698,  Banco Espirito Santo SA, S1, 0,  Dufry AG, S1, 3.21,  Eutelsat Communications SA, R, 1.546,  GEA Group AG, Q2, 0.372,  Groupe Bruxelles Lambert SA, S1, 0,  JCDecaux SA, S1, 0.4,  Pargesa Holding SA, S1, 0,  Ryanair Holdings PLC, Q1, 0.08,  Saipem SpA, S1, 1.08,  TNT Express NV, Q2, 0.056, Umicore SA, S1, 1.377,  Viscofan SA, S1, 0

Economic Data:-

09:30 UK June Net Consumer Credit, £0.4bn exp. £0.7bn previous

10:00 Eurozone July Eurozone Consumer Confidence, -21.6 exp. -21.6 previous

11:00 UK July CBI Reported Sales, 20 exp. 42 previous

Economic Events:-

US Treasury Quarterly Borrowing Estimates

Government Auctions:-

Italy, sells up to €5bn in 3-15 year Bonds

France, sells up to €7n in Bills

US, sells $60bn in 3-6 month Bills

Tuesday, July 31, 2012

UK Reporting:- Arm Holdings Plc, ARM, (SM), Bp Plc, BP, (R), Bp Plc, BP, e, (CC),  Brammer Plc, BRAM, e, (CC), Brammer Plc, BRAM, (R), Capital & Counties Propertie, CAPC, e, (CC), Capital & Counties Propertie, CAPC, (R), Devro Plc, DVO, e, (CC), Devro Plc, DVO, (R), Dignity Plc, DTY, (R), Drax Group Plc, DRX, (R), Drax Group Plc, DRX, e, (CC), Elementis Plc, ELM, e, (CC), Elementis Plc, ELM, (R), Fresnillo Plc, FRES, (R), Gkn Plc, GKN, e, (CC), Gkn Plc, GKN, (R), Greencore Group Plc, GNC, (R), Hansa Trust Plc-Ord, HAN, (SM), Inchcape Plc, INCH, e, (CC), Inchcape Plc, INCH, (R), Lsl Property Services Plc, LSL, e, (CC), Lsl Property Services Plc, LSL, (R), Petra Diamonds Ltd, PDL, (R), Petra Diamonds Ltd, PDL, (R), Polymetal International Plc, POLY, (R), Rotork Plc, ROR, e, (CC), Rotork Plc, ROR, (R), Schroder Uk Growth Fund-C, SDUC, (SM), Tullett Prebon Plc, TLPR, e, (CC), Tullett Prebon Plc, TLPR, (R), Vedanta Resources Plc, VED, (R), Vedanta Resources Plc, VED, (R), Vedanta Resources Plc, VED, (R), Weir Group Plc/The, WEIR, e, (CC), Weir Group Plc/The, WEIR, (R), Wolfson Microelectronics Plc, WLF, (R), Wolfson Microelectronics Plc, WLF, e, (CC), Xstrata Plc, XTA, (R)

S&P 500 Reporting:- Aetna Inc, Q2, 1.247,  Allstate Corp/The, Q2, 0.523,  Archer-Daniels-Midland Co, Q4, 0.641,  BMC Software Inc, Q1, 0.745,  CBRE Group Inc, Q2, 0.264,  Coach Inc, Q4, 0.848,  Cummins Inc, Q2, 2.271,  DENTSPLY International Inc, Q2, 0.558,  Discovery Communications Inc, Q2, 0.695,  Ecolab Inc, Q2, 0.719,  Edison International, Q2, 0.315,  Electronic Arts Inc, Q1, -0.42,  Entergy Corp, Q2, 1.618,  FMC Corp, Q2, 0.906,  Frontier Communications Corp, Q2, 0.05,  Genworth Financial Inc, Q2, 0.176,  Goodyear Tire & Rubber Co/The, Q2, 0.45,  Harris Corp, Q4, 1.408,  HCP Inc, Q2, 0.683,  Kimco Realty Corp, Q2, 0.305,  Life Technologies Corp, Q2, 0.967,  Marathon Petroleum Corp, Q2, 2.507,  NiSource Inc, Q2, 0.199,  Northeast Utilities, Q2, 0.452,  ONEOK Inc, Q2, 0.328,  Pfizer Inc, Q2, 0.543,  Pioneer Natural Resources Co, Q2, 0.993,  Public Service Enterprise Group Inc, Q2, 0.452,  QEP Resources Inc, Q2, 0.329,  Tyco International Ltd, Q3, 0.925,  United States Steel Corp, Q2, 0.492,  Valero Energy Corp, Q2, 1.427

S&P 500 Ex Dividends (gross):- Cabot Oil & Gas Corp, COG, (.02), Mosaic Co/The, MOS, (.25)

Euro Stoxx 600 Reporting:- Anheuser-Busch InBev NV, S1, 2.125,  Banco Bilbao Vizcaya Argentaria SA, Q2, 0.185,  Bayer AG, Q2, 1.359,  DSV A/S, S1, 0,  Electricite de France SA, S1, 1.04,  Erste Group Bank AG, Q2, 0.535,  Fiat SpA, S1, 0.28,  Finmeccanica SpA, S1, 0.09,  Grifols SA, S1, 0.53,  HeidelbergCement AG, Q2, 1.064,  Hugo Boss AG, Q2, 0.518,  Infineon Technologies AG, Q3, 0.094,  Mediaset SpA, S1, 0,  Metro AG, Q2, 0.262,  Orion OYJ, Q2, 0.32,  Royal Imtech NV, S1, 0.74,  Safran SA, S1, 0.915,  Snam SpA, S1, 0.14,  Tecnicas Reunidas SA, S1, 0,  Teleperformance SA, S1, 0,  UBS AG, Q2, 0.254,  Vinci SA, S1, 1.44

Economic Data:-

00:01 UK July GfK Consumer Confidence, -29 exp, -29 previous

00:30 UK June Jobless rate, 4.4% exp. 4.4% previous

08:55 German July Unemployment Rate, 6.8% exp. 6.8% previous

10:00 Eurozone July CPI Estimate, 2.4% exp. 2.4% previous

13:30 Canada May GDP, 0.2% exp. 0.3% previous

13:30 US June personal Income, 0.4% exp. 0.2% previous

14:45 US July Chicago Purchasing Manager, 52.5 exp. 52.9 previous

15:00 US July Consumer Confidence, 61.5 exp. 62.0 previous

Government Auctions:-

 EFSF, sells up to €1.5bn 2015 Bonds

Canada, sells CAD15bn in Bills

Corporate Action:-

VITERRA, Expected completion date of Glencore acquisition

WSP, Expected completion date of Genivar acquisition

Wednesday, August 1, 2012

UK Reporting:- Antofagasta Plc, ANTO, (R), Arm Holdings Plc, ARM, (SM), Avocet Mining Plc, AVM, (R), Avocet Mining Plc, AVM, e, (CC), Cranswick Plc, CWK, (SM), Eurasian Natural Resources, ENRC, (R), F&C Asset Management Plc, FCAM, e, (CC), F&C Asset Management Plc, FCAM, (R), Fiberweb Plc, FWEB, (R), Filtrona Plc, FLTR, (R), Filtrona Plc, FLTR, e, (CC), Jupiter Fund Management, JUP, (R), Jupiter Fund Management, JUP, e, (CC), Management Consulting Group, MMC, (R), Rexam Plc, REX, (R), Rexam Plc, REX, e, (CC), Rightmove Plc, RMV, (R), Shire Plc, SHP, (R), Shire Plc, SHP, e, (CC), Standard Chartered Plc, STAN, e, (CC), Standard Chartered Plc, STAN, (SM), Taylor Wimpey Plc, TW, (R), Atkins (Ws) Plc, ATK, (SM), Xchanging Plc, XCH, e, (CC), Xchanging Plc, XCH, (R)

S&P 500 Reporting:- AGL Resources Inc, Q2, 0.279,  Allergan Inc/United States, Q2, 1.06,  American Tower Corp, Q2, 0.77,  Automatic Data Processing Inc, Q4, 0.529,  Avon Products Inc, Q2, 0.221,  Comcast Corp, Q2, 0.476,  DaVita Inc, Q2, 1.473,  Devon Energy Corp, Q2, 0.82,  Dominion Resources Inc/VA, Q2, 0.598,  Exelon Corp, Q2, 0.628,  First Solar Inc, Q2, 0.951,  Harley-Davidson Inc, Q2, 1.049,  Hartford Financial Services Group Inc, Q2, 0.467,  Hospira Inc, Q2, 0.493,  IntercontinentalExchange Inc, Q2, 1.928,  Lincoln National Corp, Q2, 0.995,  Marathon Oil Corp, Q2, 0.592,  Mastercard Inc, Q2, 5.572,  MetLife Inc, Q2, 1.244,  Murphy Oil Corp, Q2, 1.326,  Phillips 66, Q2, 1.774,  Prudential Financial Inc, Q2, 1.543,  RR Donnelley & Sons Co, Q2, 0.428,  Tesoro Corp, Q2, 2.294,  Time Warner Inc, Q2, 0.583,  Unum Group, Q2, 0.759,  Williams Cos Inc/The, Q2, 0.262,  Wisconsin Energy Corp, Q2, 0.442

S&P 500 Ex Dividends (gross):- Alcoa Inc, AA, (.03), CMS Energy Corp, CMS, (.24), Ford Motor Co, F, (.05), Pfizer Inc, PFE, (.22)

Euro Stoxx 600 Reporting:- Arkema SA, S1, 0,  Bayerische Motoren Werke AG, Q2, 2.172,  Cofinimmo, S1, 0,  Enel Green Power SpA, S1, 0.03,  Eni SpA, S1, 0,  Fiat Industrial SpA, S1, 0,  Fresenius Medical Care AG & Co KGaA, Q2, 0.735,  Fresenius SE & Co KGaA, Q2, 1.322,  Henkel AG & Co KGaA, Q2, 0.947,  Lundin Petroleum AB, Q2, 0.163,  Pohjola Bank PLC, Q2, 0.258,  Schneider Electric SA, S1, 1.75,  Societe Generale SA, Q2, 0.795,  Suez Environnement Co, S1, 0.29,  Tenaris SA, Q2, 0.357,  UCB SA, S1, 1.013

FTSE 100 Ex dividends (net): BG Group PLC, BG/, (7.64), Johnson Matthey PLC, JMAT, (40) FTSE 100 Ex dividend impact estimate: 1 point

FTSE 250 Ex dividends (net): Aberdeen New Dawn Investment Trust PLC, ABD, (16.50), Aberforth Smaller Companies Trust PLC, ASL, (7), Beazley PLC, BEZ, (2.70)

FTSE Small Share Ex dividends (net): Aberdeen New Dawn Investment Trust PLC, ABD, (16.50), Aberforth Smaller Companies Trust PLC, ASL, (7), Beazley PLC, BEZ, (2.70), BG Group PLC, BG/, (7.64), Brunner Investment Trust PLC/The, BUT, (5), Domino’s Pizza Group PLC, DOM, (6.60), Eastern European Trust PLC/The, EST, (1.2), Henderson Far East Income Ltd, HFEL, (4.10), Johnson Matthey PLC, JMAT, (40), JPMorgan Eur Smaller Companies Trust PLC, JESC, (11), Mecom Group PLC, MEC, (.06), Schroder Real Estate Investment Trust Ltd, SREI, (.88)

Economic Data:-

00:01 UK July BRC Shop Price Index, 1.1% previous

07:00 UK July Nationwide House Prices, -0.2% exp. -0.6% previous

09:00 Eurozone July Manufacturing PMI, 44.1 exp. 44.1 previous

13:15 US July ADP Employment Change, 120k exp, 176k previous

15:00 US Manufacturing ISM, 50.5 exp. 49.7 previous

15:00 US June Construction Spending m/m, 0.4% exp. 0.9% previous

19:15 US August FOMC Rate Decision, 0.25% unchanged expected

Government Auctions

Germany, sells up to €4bn in 5 year Notes

Thursday, August 2, 2012

UK Reporting:- 4Imprint Group Plc, FOUR, e, (CC), 4Imprint Group Plc, FOUR, (R), Aggreko Plc, AGK, (R), Arm Holdings Plc, ARM, (SM), Arm Holdings Plc, ARM, (SM), Bae Systems Plc, BA, (R), Bae Systems Plc, BA, e, (CC), Hyder Consulting Plc, HYC, (SM), Hyder Consulting Plc, HYC, (R), Investec Plc, INVP, (SM), Ladbrokes Plc, LAD, (R), Ladbrokes Plc, LAD, e, (CC), Millennium & Copthorne Hotel, MLC, (R), Robert Walters Plc, RWA, (R), Rps Group Plc, RPS, (R),  Rsa Insurance Group Plc, RSA, (R), Rsa Insurance Group Plc, RSA, e, (CC), Schroders Plc, SDR, e, (CC), Schroders Plc, SDR, (R), Segro Plc, SGRO, e, (CC), Segro Plc, SGRO, (R), Smith & Nephew Plc, SN, (R), Smith & Nephew Plc, SN, e, (CC), Spirent Communications Plc, SPT, (R), Spirent Communications Plc, SPT, e, (CC), Standard Chartered Plc, STAN, (R), Thomas Cook Group Plc, TCG, (R), Trinity Mirror Plc, TNI, e, (CC), Trinity Mirror Plc, TNI, (R)

S&P 500 Reporting:- Ameren Corp, Q2, 0.62,  American International Group Inc, Q2, 0.607,  Apache Corp, Q2, 2.539,  Apartment Investment & Management Co, Q2, 0.405,  Beam Inc, Q2, 0.539,  Becton Dickinson and Co, Q3, 1.528,  Cardinal Health Inc, Q4, 0.722,  CBS Corp, Q2, 0.59,  CenterPoint Energy Inc, Q2, 0.248,  Cigna Corp, Q2, 1.421,  Clorox Co/The, Q4, 1.269,  Denbury Resources Inc, Q2, 0.338,  DIRECTV, Q2, 1.136,  Duke Energy Corp, Q2, 0.966,  Expeditors International of Washington Inc, Q2, 0.429,  Fluor Corp, Q2, 0.918,  Kellogg Co, Q2, 0.844,  Kraft Foods Inc, Q2, 0.661,  Microchip Technology Inc, Q1, 0.479,  Parker Hannifin Corp, Q4, 1.921,  PerkinElmer Inc, Q2, 0.487,  Pinnacle West Capital Corp, Q2, 1.056,  Pitney Bowes Inc, Q2, 0.498,  Public Storage, Q2, 1.528,  Quanta Services Inc, Q2, 0.317,  Rowan Cos Plc, Q2, 0.496,  SCANA Corp, Q2, 0.492,  Scripps Networks Interactive Inc, Q2, 0.867,  Sealed Air Corp, Q2, 0.353,  Sempra Energy, Q2, 0.821,  Southwestern Energy Co, Q2, 0.257,  Spectra Energy Corp, Q2, 0.359,  Sunoco Inc, Q2, 0.52,  TECO Energy Inc, Q2, 0.354,  Teradata Corp, Q2, 0.645,  Time Warner Cable Inc, Q2, 1.396,  Titanium Metals Corp, Q2, 0.162,  WPX Energy Inc, Q2, -0.144,  Xcel Energy Inc, Q2, 0.355,  Xylem Inc/NY, Q2, 0.487

Euro Stoxx 600 Reporting:- Adidas AG, Q2, 0.732,  Amer Sports Oyj, Q2, -0.067,  Assicurazioni Generali SpA, S1, 0.51,  Atlantia SpA, S1, 0.44,  Beiersdorf AG, Q2, 0.549,  BNP Paribas SA, S1, 0,  Christian Dior SA, S1, 0,  Continental AG, Q2, 2.21,  Delta Lloyd NV, S1, 0,  Deutsche Lufthansa AG, Q2, 0.44,  Deutsche Post AG, Q2, 0.305,  Distribuidora Internacional de Alimentacion SA, S1, 0,  Enel SpA, S1, 0.2,  Fuchs Petrolub AG, Q2, 0.693,  GDF Suez, S1, 0.935,  Natixis, S1, 0,  Neste Oil OYJ, Q2, 0.131,  Porsche Automobil Holding SE, S1, 6.03,  Portugal Telecom SGPS SA, S1, 0.12,  ProSiebenSat.1 Media AG, Q2, 0.51,  Societe BIC SA, S1, 0,  Telecom Italia SpA, S1, 0,  TGS Nopec Geophysical Co ASA, Q2, 0.569,  Veolia Environnement SA, S1, 0.245,  Wereldhave NV, S1, 0

Economic Data:-

09:30 UK July PMI Construction, 48.5 exp. 48.2 previous

10:00 Eurozone June Eurozone PPI, -0.4% exp. -0.5% previous

12:00 UK MPC Rate Announcement, 0.5% Unchanged exp.

12:45 ECB Rate Announcement, 0.75% Unchanged exp.

13:30 US Initial Jobless Claims, 378k exp. 353k previous

15:00 US June Factory Orders, 0.3% exp, 0.7% previous

Friday, August 3, 2012

UK Reporting:- Arm Holdings Plc, ARM, (SM), Bluecrest Allblue Fund Ltd, BABS, (SM), Diploma Plc, DPLM, (R), Inmarsat Plc, ISAT, (R), Inmarsat Plc, ISAT, e, (CC),  Intl Consolidated Airline-Di, IAG, (R), Intl Consolidated Airline-Di, IAG, e, (CC), Logica Plc, LOG, (R), Novae Group Plc, NVA, (R), Rentokil Initial Plc, RTO, (R), Royal Bank Of Scotland Group, RBS, (R), Royal Bank Of Scotland Group, RBS, e, (CC)

S&P 500 Reporting:- Consolidated Edison Inc, Q2, 0.594,  EOG Resources Inc, Q2, 0.941,  Goodrich Corp, Q2, 1.72,  Leucadia National Corp, Q2, 0,  Monster Beverage Corp, Q2, 0.608,  NYSE Euronext, Q2, 0.501,  Procter & Gamble Co/The, Q4, 0.77,  Viacom Inc, Q3, 0.999

Euro Stoxx 600 Reporting:- Allianz SE, Q2, 2.683,  Amadeus IT Holding SA, S1, 0.77,  AXA SA, S1, 0.93,  Davide Campari-Milano SpA, S1, 0.14,  Givaudan SA, S1, 28.523,  Inmarsat PLC, S1, 0.32,  International Consolidated Airlines Group SA, S1, -0.15,  Intesa Sanpaolo SpA, S1, 0,  Logica PLC, S1, 0.043,  Meda AB, Q2, 1.116,  OC Oerlikon Corp AG, S1, 0,  Rentokil Initial PLC, S1, 0.032,  Royal Bank of Scotland Group PLC, S1, 0.125,  UniCredit SpA, S1, 0

Economic Data:-

08:45 Italy July PMI Services, 43.1 previous