European Daybook08/01/2013EUROPEAN DAYBOOK: Merkel, Euro-Zone Confidence, German Exports 11:35
Merkel and Greece’s Samaras make statements before meeting in Berlin. German November factory orders may show a decline, a survey shows. Euro-area December economic confidence rises to highest since July, according to economists’ estimates. German exports fell while Italy’s unemployment rate increased in November, surveys show. U.K., Netherlands, Austria, Denmark sell bonds. ESM and Greece sell bills.
WHAT TO WATCH:
• Japan to Buy ESM Bonds Using Forex Reserves to Help Weaken Yen
• Asian Stocks Drop Second Day as Yen Pares Gain, Gold Gains
• Balfour Beatty’s McNaughton to succeed Ian Tyler as CEO March 31
• Anglo American may announce Mark Cutifani’s appointment as CEO as soon as today, FT says, citing people familiar
• U.K. Retailers Face Tough 2013 After ‘Underwhelming’ Holiday
• Goldman Plans IPO of German Homes Unit With $6.1b Assets
• Bumi Sets Up Feb. Showdown With Rothschild as Investor Meeting Planned
• BAE Systems to Provide Software, Systems Support for U.S. Army
• Immsi Denies Talks to Sell Alitalia Stake to Air France
• BIS Names Peter Zoellner to Head Banking Department
• B&C, Oberbank plan mandatory offer for Amag, will offer EU20.81/shr
• Cameron Faces Opposition to Below-Inflation Welfare Increase
• Arena Seeks Commercial Partners in Europe for Obesity Drug
• U.K. Dec. LFL sales rose 0.3% Y/y after a 0.4% gain in Nov., British Retail Consortium-KPMG
• BCC Forecasts Modest U.K. Recovery in 2013 as Confidence Rises

EARNINGS All times CET, estimates where available:
• Persimmon (PSN LN) 8am, 4Q sales, trading update
• Air France-KLM (AF FP) 8am, Dec. traffic
• Debenhams (DEB LN) 8am, 18-week LFL sales est. 2.3%
• Balfour Beatty (BBY LN) 4Q sales, trading update
• Dunelm (DNLM LN) 8am, 2Q sales, trading
• Domino’s Pizza (DOM LN) 8am, 4Q sales, IMS
• Signet (SIG LN) 8am, Dec. sales
• Cineworld (CINE LN) 8am, FY sales
• Majestic Wine (MJW LN) 8am, sales

ECONOMIC DATA:
• 7:45am: Switzerland Dec Unemployment Rate; est. 3.3% (prior 3.1%)
• 7:45am: Switzerland Dec Unemployment Rate; est. 3.0% (prior 3.0%)
• 8:00am: Germany Nov Trade Balance; est. 15.8B (prior 15.8B)
• 8:00am: Germany Nov Current Account (EURO); est. 16.0B (prior 13.6B)
• 8:00am: Germany Nov Imports M/m; est. 0.5% (prior 2.5%)
• 8:00am: Germany Nov Exports M/m; est. -0.5% (prior 0.002 (r))
• 8:45am: France Nov Trade Balance (Euros); est. -4800M (prior -4685M)
• 10:00am: Norway Nov Credit Indicator Growth Y/y; est. 6.9% (prior 6.9%)
• 10:00am: Norway Nov Industrial Output Manufacturing M/m; est. 0.4% (prior -0.3%)
• 10:00am: Norway Nov Industrial Output Manufacturing Y/y; no est. (prior 2.7%)
• 10:00am: Norway Nov Industrial Production; no est. (prior 4.8% M/m; 2.5% Y/y)
• 10:00am: Italy Nov Unemployment Rate; est. 11.2% (prior 11.1%)
• 11:00am: Portugal Dec Consumer Confidence; no est. (prior -59)
• 11:00am: Portugal Dec Economic Climate Indicator; no est. (prior -5)
• 11:00am: Euro-Zone Dec Economic Confidence; est. 86.3 (prior 85.7)
• 11:00am: Euro-Zone Dec Business Climate Indicator; est. -1.09 (prior -1.19)
• 11:00am: Euro-Zone Dec Indust. Confidence; est. -14.5 (prior -15.1)
• 11:00am: Euro-Zone Dec Services Confidence; est. -11.5 (prior -11.9)
• 11:00am: Euro-Zone Dec Consumer Confidence; est. -26.6 (prior -26.6)
• 11:00am: Euro-Zone Nov Retail Sales M/m; est. 0.3% (prior -1.2%)
• 11:00am: Euro-Zone Nov Retail Sales Y/y; est. -2.1% (prior -3.6%)
• 11:00am: Euro-Zone Nov Unemployment Rate; est. 11.8% (prior 11.7%)
• 11:00am: Belgium Dec Unemployment Rate (s.a); no est. (prior 7.5%)
• 11:00am: Cyprus Dec CPI Harmonized; no est. (prior -1.0% M/m; 1.4% Y/y)
• 12:00pm: Ireland Nov Industrial Output; no est. (prior 2.7% M/m; -16.7% Y/y)
• 12:00pm: Germany Nov Factory Orders M/m; est. -1.4% (prior 3.9%)
• 12:00pm: Germany Nov Factory Orders Y/y; est. -0.4% (prior -2.4%)
• 12:00pm: Portugal Nov Industrial Sales; no est. (prior 7.0% M/m; 0.3% Y/y)

BOND SALES/PURCHASES:
• 10:00am: Netherlands to Sell Up to EUR3.5 Bln 0% 2016 Bonds
• 10:30am: Denmark to Sell 2.5% 2016 Bonds
• 10:30am: Denmark to Sell 1.5% 2023 Bonds
• 11:00am: Greece to Sell EUR750 Mln 28-Day Bills
• 11:00am: Greece to Sell EUR1.25 Bln 182-Day Bills
• 11:00am: Malta Sells EUR38.85 Mln 91-Day Bills; Yield 0.774%
• 11:00am: Austria to Sell 3.8% 2062 Bonds
• 11:00am: Austria to Sell 3.4% 2022 Bonds
• 11:30am: U.K. to Sell GBP1.5 Bln 4.75% 2030 Bonds
• 11:30am: Switzerland to Sell 12-Month Bills
• 11:30am: Belgium to Sell 98-Day, 161-Day Bills
• 12:30pm: ESM to Sell Up to EUR2 Bln 91-Day Bills

CENTRAL BANKS:
• 9:30am: Sveriges Riksbank Releases Monetary Policy Minutes
• 11:00am: Bank of Italy to Release Balance-Sheet Aggregates for Dec.
• 11:15am: ECB Announces Allotment in 7-Day Main Refinancing Tender

GOVERNMENT:
• 9:00am: EU’s Van Rompuy Meets Slovenia’s Pahor in Brussels
• 9:30am: Merkel, Schaeuble, Samaras, Rehn Speak at Conf. in Berlin
• 11:00am: U.K. Treasury Minister Deighton Questioned by Lawmakers
• 11:30am: Merkel Meets Greek PM Samaras in Berlin
• 3:30pm: Hague Questioned on EU by U.K. Lawmakers
• 8:30pm: Italy’s Berlusconi speaks on La7

CORPORATE EVENTS/CONFERENCES:
• Biotech Showcase 2013: AZN LN
• Citi Global Internet, Media & Telecoms Conf.: TCY LN
• Consumer Electronics Association International Conf.: STM IM
• J.P. Morgan Healthcare Conf.: ATLN VX, BAYN GY, EKTAB SS, ICON ID, IPN FP,
ROG VX, SAN FP, SHP LN
• Morgan Stanley E&P Conf.: BLVN LN, RKH LN
• SEB Enskilda Nordic Seminar: TEL NO
• AGM/EGM: DEB LN

MARKETS:
• MSCI Asia Pacific index down 0.6%
• S&P 500 down 0.3% to 1,461.89
• Euro up 0.1% to $1.3126
• Gold spot little changed at $1,647.55/oz

(Source : Bloomberg)
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