the morning summary from my friends in the london equity market

  • FTSE seen +3points
  • US: Mkts bounce on positive macro. Bernanke comments dovish. VIX -11%
  • Oil: $92.63. Futures off ahead of US inventories report
  • Asia: Japan off on yen strength. ASX up, S&P reaffirms AAA rating
  • Eads: FY sales, EBIT beat. Outlook conservative on A380s. +1-2%
  • Bouyges: FY net, op pft beat. EBITDA guidance ambitious
  • Vivendi: shift from telco into media will improve valuation.WSJ
  • Vodafone: co said to put approach for Kabel Deutschland on hold
  • Repsol: ADRs +4% on sale of LNG assets to Shell for $6.7bn
  • Lloyds BG: sale of 600 branches to Co-op faces roadblock. FT
  • BP: says all Maconda partners responsible for safety. FT
  • GSK: swine flu vaccine linked to child epsy. Reuters
  • Barclays: details of alleged power mkt manipulation out today