. Блог компании DayTraderClub | Америка сегодня. Ставка, запасы нефти, индекс цен производителей и заявки на покупку домов по ипотеке.
Блог компании DayTraderClub | Америка сегодня. Ставка, запасы нефти, индекс цен производителей и заявки на покупку домов по ипотеке.

Блог компании DayTraderClub | Америка сегодня. Ставка, запасы нефти, индекс цен производителей и заявки на покупку домов по ипотеке.

Major European indices trade higher across the board with France's CAC (+1.2%) showing relative strength. The euro trades little changed against the dollar after climbing into the 1.0800 area yesterday. Meanwhile, the pound (1.2641) is up 0.5% against the greenback. Not long ago, British Prime Minister Theresa May said a white paper that contains the Brexit strategy will be published tomorrow. Participants received a full slate of PMI readings from the region, but the results were mixed.

  • In economic data:
    • Eurozone January Manufacturing PMI 55.2 (expected 55.1; last 55.1)
    • Germany's January Manufacturing PMI 56.4 (consensus 56.5; previous 56.5)
    • UK's January Manufacturing PMI 55.9, as expected (last 56.1). January Nationwide HPI +0.2% month-over-month (expected 0.3%; last 0.8%); +4.3% year-over-year (consensus 4.4%; previous 4.5%)
    • France's January Manufacturing PMI 53.6 (expected 53.4; previous 53.4)
    • Italy's January Manufacturing PMI 53.0 (consensus 53.2; last 53.2)
    • Spain's January Manufacturing PMI 55.6 (expected 55.0; previous 55.3)
    • Swiss January SVME PMI 54.6 (consenssu 55.8; previous 56.2)
    • UK's FTSE has climbed 0.6% with select drugmakers and miners contributing to the strength. Hikma Pharmaceuticals and Shire are both up near 2.0% while Anglo American, BHP Billiton, Rio Tinto, and Fresnillo show gains between 1.1% and 1.6%. On the downside, consumer names like Dixons Carphone, Tesco, Kingfisher, and Diageo show losses between 0.2% and 0.9%.
    • Germany's DAX trades up 1.0% with conglomerate Siemens jumping 4.6% after boosting its profit forecast. Deutsche Bank has gained 2.5% while exporters like Volkswagen, Daimler, and BMW are up between 0.8% and 1.6%.
    • France's CAC has added 1.2% with help from most components. Growth-sensitive names like Schneider Electric, ArcelorMittal, TechnipFMC, and LafargeHolcim are up between 2.5% and 3.9% while automakers Peugeot and Renault hold gains close to 2.0% apiece.
    • 01 февраля 2017, 17:36
    • 01 февраля 2017, 17:36
    • 01 февраля 2017, 17:36
    • 01 февраля 2017, 17:36
    • 01 февраля 2017, 17:37
    GlobalStar: Mudrick Capital Management discloses 5.44% passive stake (1.58)
    • 01 февраля 2017, 17:37
    • 01 февраля 2017, 17:37

    Treasuries Slip Ahead of Heavy News Flow

    • U.S. Treasuries are trading slightly lower this morning and remain well off of Tuesday's highs ahead of today's FOMC rate decision. Sovereign yields in the eurozone are trading at or near multi-month highs after the eurozone's manufacturing sector put up its best performance in almost six years during January. China's PMI data came out almost on the screws while Russia's Markit Manufacturing PMI rose to a four-year high. This morning, the ADP Employment Change and ISM Manufacturing are due to be released. The S&P 500 is set to open up 0.20% to 2,283.3 and the U.S. Dollar Index is adding 0.06% to 99.57. WTI crude is up 0.72% to $53.19/bbl. and gold is 0.12% higher at $1,212.9/troy oz.
    • Yield Check:
      • 2-yr: +1 bp to 1.22%
      • 5-yr: +1 bp to 1.93%
      • 10-yr: +1 bp to 2.47%
      • 30-yr: +1 bp to 3.08%
      • International News:
        • China's manufacturing purchasing managers' index ticked down to 51.3 for January from 51.4 in December
          • China's services PMI rose to 54.6 from 54.5
          • The U.K.'s Nationwide House Price Index increased by 0.2% m/m in January (4.3% y/y), missing forecasts and slowing from December's 0.8% growth
          • Data out Today:
            • MBA Mortgage Index for the week ending 1/28: Actual -3.2% w/w, Prior 4.0%
              • 30-year fixed mortgage rate: Actual 4.39%, Prior 4.35%
              • 01 февраля 2017, 17:37
              • Invitation Homes (INVH): The REIT owning & operating single-family homes for lease focused on Western US and Florida priced its 77.0 million share IPO at $20, towards the high end of the $18-$21 expected range.
              • Laureate Education (LAUR): The operator of the largest global network of degree-granting higher education institutions priced its upsized 35.0 million share IPO at $14, well below the $17-$20 expected range.

              Upcoming IPOs:

              • February 2: Braeburn Pharmaceuticals (BBRX) — The commercial stage pharmaceutical company developing long-acting medications for disorders of central nervous system is expected to price its 7.7 million share IPO within a range of $18-$21.
              • February 3: IC Power (ICP) — The owner, developer and operator of power facilities located in key power generation markets in Latin America, the Caribbean and Israel is expected to price its 25.9 million share IPO within a range 12-$15.
              • February 3: Kimbell Royalty Partners (KRP) — The limited partnership formed to own & acquire mineral royalty interests in oil & natural gas properties in US is expected to price its 5.0 million unit IPO within a range of $19-$21.
              • February 3: Ramaco Resources (METC) --The miner of metallurgical coal in West Virginia, Virginia, and southwestern Pennsylvania is expected to price its 6.0 million share IPO within a range of $12-$15.
              • 01 февраля 2017, 17:37
              • 01 февраля 2017, 17:37
              Customers Bancorp target raised to $50 from $40 at Maxim Group based on expectation that BankMobile will be sold for $200M-$300M; Buy (34.46)
              • 01 февраля 2017, 17:38
              • 01 февраля 2017, 17:38
              • 01 февраля 2017, 17:38
              • Abeona Therapeutics Inc. (ABEO) announced that the first high-dose subject was enrolled in the ongoing Phase 1/2 trial for ABO-102 (AAV-SGSH). The first-in-man clinical trial utilizes a single intravenous injection of AAV gene therapy for patients with MPS IIIA (Sanfilippo syndrome type A), a devastating lysosomal storage disease that affects every cell and organ resulting in neurocognitive decline, speech loss, loss of mobility, and premature death.
              • Jacobs Engineering Group Inc. (JEC) has been awarded a two-year contract by Transport for London to provide integrated impact assessment services to support development and finalization of the revised Mayor's Transport Strategy (MTS) for London, United Kingdom. The MTS is one of the key plans for the incoming Mayor of London to establish its refreshed policy framework and strategic direction for London's transport to meet projected economic and population growth. TfL is responsible for most aspects of London's transport system. Financial details were not disclosed.
              • 01 февраля 2017, 17:38

              Equity futures are pointing to a higher open this morning, after yesterday's afternoon rally helped the major averages finish at their best levels of the day. The S&P 500 futures currently trade three points (0.1%) above fair value.

              U.S. Treasuries are under modest selling pressure this morning after posting solid gains on Tuesday. The benchmark 10-yr yield is one basis point higher at 2.47%.

              Conversely, crude oil is pushing for its second consecutive win. The commodity is currently up 0.7% at $53.18/bbl.

              The weekly MBA Mortgage Index, which was released earlier this morning, declined 3.2% to follow last week's 4.0% increase.

              Other economic reports on Wednesday will include January ADP Employment Change (Briefing.com consensus 165k) at 8:15 am ET, January ISM Index (Briefing.com consensus 55.0) at 10:00 am ET, December Construction Spending (Briefing.com consensus 0.2%) at 10:00 am ET, and the FOMC Rate Decision (Briefing.com consensus 0.625%) at 2:00 pm ET.

              January Auto & Truck Sales will be released throughout the day.

              In U.S. corporate news:

              • Apple (AAPL 126.33, +4.98): +4.1% after beating on both the top and bottom lines.
              • Chubb (CB 132.95, +1.46): +1.1% after reporting better than expected earnings and revenues.
              • Anadarko Petroleum (APC 69.01, -0.52): -0.8% despite reporting better than expected revenues and in-line earnings.
              • Anthem (ANTM 155.00, +0.86): +0.6% after beating top and bottom line estimates.
              • Electronic Arts (EA 82.60, -0.83): -1.0% despite beating earnings estimates and issuing upbeat guidance.
              • Advanced Micro Devices (AMD 10.56, +0.19): +1.8% after reporting better than expected earnings and revenues.

              Reviewing overnight developments:

              • Equity indices in the Asia-Pacific region ended Wednesday on a mixed note while China's Shanghai Composite remained close for Lunar New Year. Japan's Nikkei +0.5%, Hong Kong's Hang Seng -0.2%, India's Sensex +1.8%.
                • In economic data:
                  • China's January Manufacturing PMI 51.3 (expected 51.2; last 51.4) and Non-Manufacturing PMI 54.6 (last 54.5)
                  • Japan's January Manufacturing PMI 52.7 (consensus 52.8; previous 52.8)
                  • South Korea's January Nikkei Manufacturing PMI 49.0 (last 49.4). December Industrial Production -0.5% month-over-month (expected 0.3%; last 3.6%); +4.3% year-over-year (consensus 3.0%; last 5.3%). January trade surplus KRW7.00 billion (previous surplus KRW3.20 billion). January Imports +7.3% year-over-year (consensus 8.5%; last 18.6%) and Exports +6.4% year-over-year (consnsus 8.7%; last 11.2%)
                  • Australia's Q4 Unemployment Rate 5.2% (consensus 4.8%; last 4.9%). Q4 Labor Cost Index +0.4% quarter-over-quarter (expected 0.5%; last 0.4%). Q4 Employment Change +0.8% qurater-over-quarter, as expected (last 1.4%)
                  • In Japan, Koichi Hamada, who advises Prime Minister Shinzo Abe, said President Donald Trump's arguments on border tax and currencies are destructive to Japan and the world economy.
                  • Major European indices trade higher across the board with France's CAC showing relative strength. UK's FTSE +0.6%, Germany's DAX +1.0%, France's CAC +1.2%.
                    • In economic data:
                      • Eurozone January Manufacturing PMI 55.2 (expected 55.1; last 55.1)
                      • Germany's January Manufacturing PMI 56.4 (consensus 56.5; previous 56.5)
                      • UK's January Manufacturing PMI 55.9, as expected (last 56.1). January Nationwide HPI +0.2% month-over-month (expected 0.3%; last 0.8%); +4.3% year-over-year (consensus 4.4%; previous 4.5%)
                      • France's January Manufacturing PMI 53.6 (expected 53.4; previous 53.4) Italy's January Manufacturing PMI 53.0 (consensus 53.2; last 53.2)
                      • Spain's January Manufacturing PMI 55.6 (expected 55.0; previous 55.3)
                      • Swiss January SVME PMI 54.6 (consenssu 55.8; previous 56.2)
                      • Earlier this morning, British Prime Minister Theresa May said a white paper that contains the Brexit strategy will be published tomorrow.
                      • 01 февраля 2017, 17:38

                      Eurozone Yields Remain near Multi-Year Highs After Strong Factory Surveys

                      • Eurozone sovereign yields are mostly trading higher this morning after manufacturing PMI data showed strong job creation in the single currency bloc. The survey respondents also reported stronger cost inflation and average selling prices, encouraging news for the European Central Bank. Readings above 50 indicate expansion in activity so even Italy's 53.0 print shows growth and France, Germany, and Spain fared much better. Greece's gauge feel to 46.6 for January from 49.3 in December, its worst level since September 2015
                      • New Issuance:
                        • Germany sold EUR4.0 bln of 5-year Bobls at an average yield of -0.28% with a bid-to-cover ratio of 1.31 (2.08% prior)
                        • Switzerland's SVME PMI fell more than expected to 54.6 for January from 56.2 in December
                        • The U.K.'s Markit Manufacturing PMI was revised down to 55.9 for January from the preliminary reading of 56.1, as expected. Manufacturers reported that cost inflation hit a 25-year high
                          • The U.K.'s Nationwide House Price Index increased by 0.2% m/m in January (4.3% y/y), missing forecasts and slowing from December's 0.8% growth
                          • France: 53.6, 5-year high (preliminary reading 53.4, Prior 53.5)
                          • Germany: 56.4, 3-year high (preliminary reading 56.5, Prior 55.6)
                          • Italy: 53.0 (Prior 53.2)
                          • Spain: 55.6, 18-month high (Prior 55.3)
                          • France, 10-yr OAT: +6 bps to 1.10% (one-year high is 1.11%)
                          • Germany, 10-yr Bund: +2 bps to 0.46% (one-year high is 0.50%)
                          • Greece, 10-yr note: -16 bps to 7.56%
                          • Italy, 10-yr BTP: +5 bps to 2.31% (one-year high is 2.35%)
                          • Portugal, 10-yr PGB: +2 bps to 4.20%
                          • Spain, 10-yr ODE: +5 bps to 1.65%
                          • U.K., 10-yr Gilt: +2 bps to 1.44%
                          • 01 февраля 2017, 17:43
                          • 01 февраля 2017, 17:43
                          • By Sector Goods-producing: 46,000
                            • Natural resources/mining 6,000
                            • Construction 25,000
                            • Manufacturing 15,000
                            • Trade/transportation/utilities 63,000
                            • Information -6,000
                            • Financial activities 0
                            • Professional/business services 71,000
                              • Professional/technical services 8,000
                              • Management of companies/enterprises 5,000
                              • Administrative/support services 59,000
                              • Health care/social assistance 49,000
                              • Education -2,000
                              • 01 февраля 2017, 17:43
                              Standard Motor increases quarterly dividend to $0.19/share from $0.17/share (49.87)
                              • 01 февраля 2017, 17:44
                              Richmont Mines upgraded to Sector Outperform from Sector Perform at CIBC (8.20)
                              • 01 февраля 2017, 17:44
                              • 01 февраля 2017, 17:44

                              The stock market remains on track for a higher open as the S&P 500 futures trade five points above fair value.

                              The Fed (FOMC) will release its latest policy decision and statement this afternoon at 2:00 pm ET. However, this FOMC meeting isn't garnering much fanfare as the general expectation is that there won't be any change to monetary policy.

                              This meeting marks the first meeting with new voting members for 2017 — Chicago Fed President Evans, Philadelphia Fed President Harker, Dallas Fed President Kaplan, and Minneapolis Fed President Kashkari are the new voting members. Mr. Evans is the only one of that group who has voted before on the FOMC.

                              While no change in policy is expected, the wording of the directive could potentially accentuate the policy divergences between the Fed and other leading central banks, which could result in some market gyrations.

                              • 01 февраля 2017, 17:45
                              • GenomeDx Biosciences announced that it has entered into a research collaboration with Astellas (ALPMY) to apply genomic tumor profiling using GenomeDx's Decipher Classifier and Decipher GRID as a potential aid in the identification of prostate cancer patients undergoing active surveillance who may benefit from treatment with XTANDI (enzalutamide). As part of the agreement, Astellas will provide GenomeDx with tumor samples from its Phase 2 ENACT trial (NCT02799475), which is comparing the time to prostate cancer progression between patients treated with enzalutamide versus patients undergoing active surveillance.
                              • CB&I (CBI) announced it has been awarded a contract by Shaanxi Yanchang Petrochemical Group for the license and engineering design of an alkylation unit in Yan'an City, Shaanxi, China. The alkylation unit will use CB&I's CDAlky advanced sulfuric acid alkylation technology.
                              • Salesforce (CRM) announced that the U.S. Department of Agriculture Farm Service Agency will use Salesforce Service Cloud to power a new program for FSA customers known as «Bridges to Opportunity.» The program is designed to provide farmers and ranchers with information on non-USDA programs that will benefit and grow their operations, ultimately helping them meet their goals.
                              • On January 31, 2017, Symantec (SYMC) informed LifeLock (LOCK) that it had not completed its debt financing and, in accordance with the terms of the Amendment, Symantec was electing to extend the Closing. LifeLock currently expects that the Merger will be completed on February 9, 2017.
                              • 01 февраля 2017, 17:45
                              WGL Holdings increases quarterly dividend to $0.51/share from $0.4875/share (81.94)
                              • 01 февраля 2017, 17:46

                              Gapping up In reaction to strong earnings/guidance:

                              • OSTK +13%, ACXM +6.9%, BDN +5%, AAPL +4.7%, AMD +4.6%, AKER +4%, VNTV +3.6%, OKE +3.2%, FBHS +3.1%, (also CFO Lee Wyatt will retire)
                              • ALGN +3.1%, (also files patent infringement lawsuit against ClearCorrect and Your Smile Direct in United Kingdom), TUP +2.7%
                              • CARB +2.3%, (Carbonite acquired Double-Take Software for $65.25 mln and reports prelim Q4 results, issues FY17 guidance with Double-Take Software impact)
                              • BAX +2.3%, AVY +2.1%, X +1.6%, EQR +1.3%, USG +1.3%, ALGT +1.2%, MTSI +0.9%, ANTM +0.6%

                              M&A news:

                              • OKS +28.7% (ONEOK (OKE) to acquire all of the outstanding common units of ONEOK Partners it does not already own for $9.3 bln in common stock)
                              • CERU +11.1% (announces that its Board is conducting a comprehensive review of strategic alternatives)
                              • OPHT +1.9% (initiates plan to review its strategic alternatives in order to maximize shareholder value)

                              Select Apple suppliers/related names showing strength:

                              • CRUS +2.8%, SWKS +2.1%, AVGO +2.1%, MU +1%, QRVO +0.5%, QCOM +0.4%

                              Other news:

                              • GALT +20.2% (says has generated sufficient financing to cover currently planned expenditures through 2017, remains on track to present top line data from its NASH-CX Phase 2 clinical trial by early December), VCEL +17.3% (announces the first implant of MACI in the US)
                              • DRYS +12.7% (DryShips confirms will release its results for the fourth quarter on February 7 after the close)
                              • XOMA +8.9% (established proof-of-concept for its product candidate 358 in congenital hyperinsulinism and hypoglycemia post-bariatric surgery)
                              • NSTG +8.8% (announces that Humana has issued a positive coverage decision for the Prosigna Breast Cancer Gene Signature Assay)
                              • SDRL +7% (rebounding following yesterday's declines)
                              • OPXA +3.2% (further reduces workforce, terminates the employment Chief Scientific Officer)
                              • TEVA +2.3% (rebounding following yesterday's declines)
                              • MFIN +2.2% (Medallion Fincl provides long-term strategic update in ongoing transition away from medallion lending; to restructure Freshstart Venture Capital debentures, reducing Medallion exposure )
                              • PMD +2% (following late move higher after co issued press release claiming no ownership interest in Psychemedics Brasil-- still closed significantly lower)
                              • FB +1.2% (Facebook working to develop an app for TV set-top boxes, according to the WSJ )

                              Analyst comments:

                              • IDRA +5% (assumed with a Outperform at Wedbush)
                              • MRVL +3.9% (upgraded to Buy from Sell at UBS)
                              • MRO +1.9% (upgraded to Sector Outperform from Sector Perform at Scotia)
                              • COH +1.1% (upgraded to Buy from Hold at Evercore ISI)
                              • AMGN +0.9% (upgraded to Buy from Neutral at BofA/Merrill)
                              • FOXA +0.8% (upgraded to Buy from Neutral at MoffettNathanson)
                              • 01 февраля 2017, 17:47

                              $120 million of general capex and

                              • 2017 New Residential Starts: Around 1.25 million from 1.17 million
                              • Commercial: Low-to-mid single digit growth in starts
                              • Repair and Remodel: Mid-single digit growth
                              • 2017 USG Ceiling Volumes: Low-single digit growth
                              • USG's portion of USG Boral 2017 adjusted net income expected to increase in the mid-single digit percentage range
                              • 01 февраля 2017, 17:47

                              Gapping down In reaction to disappointing earnings/guidance:

                              • BBOX -13.9%, BOOT -10.6%, MANH -7.7%, PBI -5.8%, BABY -5.2%, JCI -4.5%, MTCH -4.4%, (also sells non-dating business The Princeton Review to ST Unitas)
                              • ARAY -4.3%, TNAV -3.4%, ADP -3%, D -3%, UNVR -2.7%, (announces the sale of 15,000,000 shares of common stock by selling shareholders; sees Q4 EPS $0.23-0.27 vs $0.10 Capital IQ Consensus Estimate; revs $1.8-1.85 bln vs $1.90 bln Capital IQ Consensus Estimate )
                              • ILMN -2.4%, BBVA -2.3%, KTCC -1.8%, EA -1.7%, MDC -1.4%, MO -1.3%, NEU -1.2%, MSTR -1.1%, CACC -1.1%, OMN -1.1%, PPL -1%

                              Other news:

                              • CATB -65.6% (Catabasis Pharmaceuticals announces top-line safety and efficacy results for Part B of the MoveDMD trial of edasalonexent (CAT-1004) for the treatment of Duchenne muscular dystrophy)
                              • SGYP -12% (prices 20,325,204 common stock offering at $6.15/share)
                              • CCJ -10.6% (announces that Tokyo Electric Power Company Holdings has issued a termination notice for a uranium supply contract with Cameco)
                              • GALE -10.3% (Galena Biopharma announces Pres/CEO Mark W. Schwartz will resign effective today and the evaluation of strategic alternatives)
                              • UNVR -2.7% (prices previously announced public offering of 15,000,000 shares of Univar's common stock by selling shareholders at $29.00/share)
                              • MCRN -2.4% (prices offering of 12 mln shares of common stock by selling shareholders at $16.25 per share)
                              • SN -2% (prices 10 mln shares of common stock at $12.50 per share)
                              • FHB -1.1% (prices secondary offering of 25 mln shares by selling shareholders at $32.00 per share)
                              • TMHC -0.8% (prices offering of 10 mln shares of common stock at $19.00 per share)

                              Analyst comments:

                              • MBLY -3.6% (downgraded to Equal-Weight from Overweight at Morgan Stanley)
                              • NCMI -2.8% (downgraded to Underperform at Credit Suisse)
                              • GLW -1.7% (downgraded to Mkt Perform from Outperform at Bernstein)
                              • IMAX -0.6% (downgraded to Neutral from Outperform at Credit Suisse)
                              • 01 февраля 2017, 17:47

                              Gapping up In reaction to strong earnings/guidance:

                              • OSTK +13%, ACXM +6.9%, BDN +5%, AAPL +4.7%, AMD +4.6%, AKER +4%, VNTV +3.6%, OKE +3.2%, FBHS +3.1%, (also CFO Lee Wyatt will retire)
                              • ALGN +3.1%, (also files patent infringement lawsuit against ClearCorrect and Your Smile Direct in United Kingdom), TUP +2.7%
                              • CARB +2.3%, (Carbonite acquired Double-Take Software for $65.25 mln and reports prelim Q4 results, issues FY17 guidance with Double-Take Software impact)
                              • BAX +2.3%, AVY +2.1%, X +1.6%, EQR +1.3%, USG +1.3%, ALGT +1.2%, MTSI +0.9%, ANTM +0.6%

                              M&A news:

                              • OKS +28.7% (ONEOK (OKE) to acquire all of the outstanding common units of ONEOK Partners it does not already own for $9.3 bln in common stock)
                              • CERU +11.1% (announces that its Board is conducting a comprehensive review of strategic alternatives)
                              • OPHT +1.9% (initiates plan to review its strategic alternatives in order to maximize shareholder value)

                              Select Apple suppliers/related names showing strength:

                              • CRUS +2.8%, SWKS +2.1%, AVGO +2.1%, MU +1%, QRVO +0.5%, QCOM +0.4%

                              Other news:

                              • GALT +20.2% (says has generated sufficient financing to cover currently planned expenditures through 2017, remains on track to present top line data from its NASH-CX Phase 2 clinical trial by early December), VCEL +17.3% (announces the first implant of MACI in the US)
                              • DRYS +12.7% (DryShips confirms will release its results for the fourth quarter on February 7 after the close)
                              • XOMA +8.9% (established proof-of-concept for its product candidate 358 in congenital hyperinsulinism and hypoglycemia post-bariatric surgery)
                              • NSTG +8.8% (announces that Humana has issued a positive coverage decision for the Prosigna Breast Cancer Gene Signature Assay)
                              • SDRL +7% (rebounding following yesterday's declines)
                              • OPXA +3.2% (further reduces workforce, terminates the employment Chief Scientific Officer)
                              • TEVA +2.3% (rebounding following yesterday's declines)
                              • MFIN +2.2% (Medallion Fincl provides long-term strategic update in ongoing transition away from medallion lending; to restructure Freshstart Venture Capital debentures, reducing Medallion exposure )
                              • PMD +2% (following late move higher after co issued press release claiming no ownership interest in Psychemedics Brasil-- still closed significantly lower)
                              • FB +1.2% (Facebook working to develop an app for TV set-top boxes, according to the WSJ )

                              Analyst comments:

                              • IDRA +5% (assumed with a Outperform at Wedbush)
                              • MRVL +3.9% (upgraded to Buy from Sell at UBS)
                              • MRO +1.9% (upgraded to Sector Outperform from Sector Perform at Scotia)
                              • COH +1.1% (upgraded to Buy from Hold at Evercore ISI)
                              • AMGN +0.9% (upgraded to Buy from Neutral at BofA/Merrill)
                              • FOXA +0.8% (upgraded to Buy from Neutral at MoffettNathanson)

                              Gapping down In reaction to disappointing earnings/guidance:

                              • BBOX -13.9%, BOOT -10.6%, MANH -7.7%, PBI -5.8%, BABY -5.2%, JCI -4.5%, MTCH -4.4%, (also sells non-dating business The Princeton Review to ST Unitas)
                              • ARAY -4.3%, TNAV -3.4%, ADP -3%, D -3%, UNVR -2.7%, (announces the sale of 15,000,000 shares of common stock by selling shareholders; sees Q4 EPS $0.23-0.27 vs $0.10 Capital IQ Consensus Estimate; revs $1.8-1.85 bln vs $1.90 bln Capital IQ Consensus Estimate )
                              • ILMN -2.4%, BBVA -2.3%, KTCC -1.8%, EA -1.7%, MDC -1.4%, MO -1.3%, NEU -1.2%, MSTR -1.1%, CACC -1.1%, OMN -1.1%, PPL -1%

                              Other news:

                              • CATB -65.6% (Catabasis Pharmaceuticals announces top-line safety and efficacy results for Part B of the MoveDMD trial of edasalonexent (CAT-1004) for the treatment of Duchenne muscular dystrophy)
                              • SGYP -12% (prices 20,325,204 common stock offering at $6.15/share)
                              • CCJ -10.6% (announces that Tokyo Electric Power Company Holdings has issued a termination notice for a uranium supply contract with Cameco)
                              • GALE -10.3% (Galena Biopharma announces Pres/CEO Mark W. Schwartz will resign effective today and the evaluation of strategic alternatives)
                              • UNVR -2.7% (prices previously announced public offering of 15,000,000 shares of Univar's common stock by selling shareholders at $29.00/share)
                              • MCRN -2.4% (prices offering of 12 mln shares of common stock by selling shareholders at $16.25 per share)
                              • SN -2% (prices 10 mln shares of common stock at $12.50 per share)
                              • FHB -1.1% (prices secondary offering of 25 mln shares by selling shareholders at $32.00 per share)
                              • TMHC -0.8% (prices offering of 10 mln shares of common stock at $19.00 per share)

                              Analyst comments:

                              • MBLY -3.6% (downgraded to Equal-Weight from Overweight at Morgan Stanley)
                              • NCMI -2.8% (downgraded to Underperform at Credit Suisse)
                              • GLW -1.7% (downgraded to Mkt Perform from Outperform at Bernstein)
                              • IMAX -0.6% (downgraded to Neutral from Outperform at Credit Suisse)
                              • 01 февраля 2017, 17:47
                              • 01 февраля 2017, 17:47

                              The S&P 500 futures trade five points (0.2%) above fair value.

                              Equity indices in the Asia-Pacific region ended Wednesday on a mixed note while China's Shanghai Composite remained close for Lunar New Year. In Japan, Koichi Hamada, who advises Prime Minister Shinzo Abe, said President Donald Trump's arguments on border tax and currencies are destructive to Japan and the world economy.

                              • In economic data:
                                • China's January Manufacturing PMI 51.3 (expected 51.2; last 51.4) and Non-Manufacturing PMI 54.6 (last 54.5)
                                • Japan's January Manufacturing PMI 52.7 (consensus 52.8; previous 52.8)
                                • South Korea's January Nikkei Manufacturing PMI 49.0 (last 49.4). December Industrial Production -0.5% month-over-month (expected 0.3%; last 3.6%); +4.3% year-over-year (consensus 3.0%; last 5.3%). January trade surplus KRW7.00 billion (previous surplus KRW3.20 billion). January Imports +7.3% year-over-year (consensus 8.5%; last 18.6%) and Exports +6.4% year-over-year (consnsus 8.7%; last 11.2%)
                                • Australia's Q4 Unemployment Rate 5.2% (consensus 4.8%; last 4.9%). Q4 Labor Cost Index +0.4% quarter-over-quarter (expected 0.5%; last 0.4%). Q4 Employment Change +0.8% qurater-over-quarter, as expected (last 1.4%)
                                • Japan's Nikkei added 0.5% with Mitsubishi Motors surging 11.9% after boosting its guidance. Hino Motors jumped 7.3% while Fujitsu, Alps Electric, Kyocera, Komatsu, Konami, JTEKT, and Suzuki Motor climbed between 2.0% and 4.3%.
                                • HongKong's Hang Seng shed 0.2% to begin an abbreviated trading week. Consumer and gaming names lagged while property names outperformed. Want Want China, Galaxy Entertainment, Sands China, and Li & Fung posted losses between 1.2% and 3.8%. On the upside, Hang Lung Properties, Sino Land, and New World Development gained between 0.6% and 1.5%.
                                • China's Shanghai Composite remained closed for Lunar New Year.
                                • India's Sensex gained 1.8%, climbing to levels not seen since late October. India's largest automaker, Maruti Suzuki, spiked 4.7% after reporting solid January sales. Mahindra&Mahindra climbed 4.6% while financials ICICI Bank, SBI, AXIS Bank, and HDFC Bank advanced between 1.5% and 4.4%.

                                Major European indices trade higher across the board. The euro (1.0770) is down 0.3% against the dollar after climbing into the 1.0800 area yesterday. Meanwhile, the pound (1.2641) is up 0.5% against the greenback. Earlier this morning, British Prime Minister Theresa May said a white paper that contains the Brexit strategy will be published tomorrow. Participants received a full slate of PMI readings from the region, but the results were mixed.

                                • In economic data:
                                  • Eurozone January Manufacturing PMI 55.2 (expected 55.1; last 55.1)
                                  • Germany's January Manufacturing PMI 56.4 (consensus 56.5; previous 56.5)
                                  • UK's January Manufacturing PMI 55.9, as expected (last 56.1). January Nationwide HPI +0.2% month-over-month (expected 0.3%; last 0.8%); +4.3% year-over-year (consensus 4.4%; previous 4.5%)
                                  • France's January Manufacturing PMI 53.6 (expected 53.4; previous 53.4)
                                  • Italy's January Manufacturing PMI 53.0 (consensus 53.2; last 53.2)
                                  • Spain's January Manufacturing PMI 55.6 (expected 55.0; previous 55.3)
                                  • Swiss January SVME PMI 54.6 (consenssu 55.8; previous 56.2)
                                  • UK's FTSE has climbed 0.6% with select drugmakers and miners contributing to the strength. Hikma Pharmaceuticals and Shire are both up near 2.5% while Anglo American, BHP Billiton, Rio Tinto, and Fresnillo show gains between 1.2% and 2.1%. On the downside, consumer names like Dixons Carphone, Kingfisher, and Diageo show losses between 0.1% and 1.2%.
                                  • Germany's DAX trades up 1.3% with conglomerate Siemens jumping 4.7% after boosting its profit forecast. Deutsche Bank has gained 3.3% while exporters like Volkswagen, Daimler, and BMW are up between 1.0% and 1.8%.
                                  • France's CAC has added 1.4% with help from most components. Growth-sensitive names like Schneider Electric, ArcelorMittal, TechnipFMC, and LafargeHolcim are up between 2.7% and 4.5% while automakers Peugeot and Renault hold gains close to 2.2% apiece.
                                  • 01 февраля 2017, 17:47
                                  • Digital Turbine (APPS) announced a strategic partnership with Axiata Digital, the digital services unit of Axiata Group Berhad, one of Asia's largest telecommunications groups. As part of a multi-year agreement, Digital Turbine will integrate its carrier billing solution, Pay, with Axiata's Mobile Internet Fulfillment Exchange platform, enabling content providers access to new subscribers.
                                  • Iteris (ITI) announced the appointment of Joe Boissy as Chief Marketing Officer. He joins Iteris from Vendavo where he was CMO since 2013, building a strong brand and solid go-to-market strategy that yielded double digit growth and the acquisition of the company by Francisco Partners.
                                  • Network-1 Technologies (NTIP) announced that the U.S. Patent and Trademark Office issued U.S. Patent No. 9,558,190 («System and Method for Taking Action with Respect to an Electronic Media Work») to Network-1. The claims in the newly issued patent are generally directed towards systems of content identification and performing actions following therefrom.
                                  • Mobile TeleSystems (MBT) announced that it has increased the price range it will offer to pay for its shares of Common Stock in its previously announced Tender Offer from a Minimum Price of RUB 253.00 and Maximum Price of RUB 283.00 to a Minimum Price of RUB 270.00 and a Maximum Price of RUB 290.00 per share of Common Stock. The Company also announced that the Tender Offer in respect to ADSs has been extended, in accordance with applicable rules and regulations governing tender offers, until 11:59 p.m., New York City time, on February 14, 2017, unless further extended or terminated.
                                  • 01 февраля 2017, 17:49

                                  Filings:

                                  • CenterPoint (CNP) files mixed securities shelf offering
                                  • Digital Power Corporation (DPW) files for $5 mln mixed securities shelf offering
                                  • Immune Pharma (IMNP) files to withdraw registration statement on Form S-3 filed on December 2, 2016; intends to make changes to the terms of the agreements for which the Registration Statement was filed

                                  Offerings:

                                  • CNB Financial (CCNE) enters into an At Market Issuance Sales Agreement with Keefe, Bruyette & Woods, to act as the Corporation's sales agent with respect to the issuance and sale of up to $20 mln of common stock
                                  • Smart Sand (SND) commences 4 mln common stock offering, of which 1.5 mln shares to be sold by the co and 2.5 mln shares to be sold by selling stockholders
                                  • Tsakos Energy (TNP) enters into an At-The-Market Equity Offering Sales Agreement under which it may sell, from time to time, an aggregate of up to $40 mln of its common shares and Cumulative Redeemable Perpetual Preferred Shares

                                  Pricings:

                                  • Greenbrier (GBX 43.75) increases and prices its previously announced offering of Senior Convertible Notes due 2024 to an aggregate principal amount of $250 mln
                                  • First Hawaiian (FHB 32.99) prices secondary offering of 25 mln shares by selling shareholders at $32.00 per share
                                  • Milacron Holdings (MCRN 16.54) prices offering of 12 mln shares of common stock by selling shareholders at $16.25 per share
                                  • Synergy Pharma (SGYP 7.07) prices 20,325,204 common stock offering at $6.15/share
                                  • Sanchez Energy (SN 13.26) prices 10 mln shares of common stock at $12.50 per share
                                  • Taylor Morrison Home (TMHC 19.40) prices offering of 10 mln shares of common stock at $19.00 per share
                                  • Univar (UNVR 29.82) prices previously announced public offering of 15 mln shares of its common stock by selling shareholders at $29.00/share
                                  • 01 февраля 2017, 17:50
                                  • 01 февраля 2017, 17:50
                                  • 01 февраля 2017, 17:50
                                  • 01 февраля 2017, 17:50

                                  The stock market is poised to build on Tuesday's afternoon momentum as the S&P 500 futures trade four points (0.2%) above fair value.

                                  Earnings season is alive and well with a host of large-cap names reporting between yesterday's close and this morning's open. No earnings report, however, was more influential than Apple's (AAPL 127.37, +6.02).

                                  AAPL is up 5.0% in pre-market trade after the company beat top and bottom line estimates with the help of record iPhone sales that also topped expectations. As the most heavily-weighted stock in the S&P 500 and Nasdaq 100, Apple's pre-market gain has helped lift the futures markets this morning.

                                  Earlier, the ADP National Employment Report showed an increase of 246,000 private-sector jobs in January (Briefing.com consensus 165,000) while the December reading was revised lower to 151,000 from 153,000. The ADP reading precedes Friday's more influential Employment Situation Report for January, which the Briefing.com consensus expects will show the addition of 170,000 nonfarm payrolls. Economists, though, may very well take up their estimates after the ADP number.

                                  Separately, the weekly MBA Mortgage Index declined 3.2% following last week's 4.0% increase.