Europe activité toujours décevante selon Markit

« The eurozone manufacturing recovery remains disappointingly insipid, » Markit’s Chris Williamson said. « The October survey is signaling factory output growth of only 2% per annum, a lackluster performance given the amount of central bank stimulus in place. With factory production lacking vigour, employment growth sagging to an eight-month low and output prices falling at the fastest rate since February, it’s easy to see why the ECB are considering additional stimulus. »

Eurozone: les banques ont encore 826  milliards de créances non performantes

According to research by Linklaters LLP, Eurozone banks are still holding €826bn in non-performing loans – equal to around 3.9% of total Eurozone bank assets. This is only a slight decline from the €841bn they were holding when the ECB took over as the Eurozone’s single supervisor.

Sondage sur l’UE

A poll from YouGov found that, in the UK, 40% of people would vote to remain in the EU while 40% would vote to leave.

Sweden saw the second highest backing for the country leaving the EU on 37%, compared to 47% backing remain.

The poll also found that only 33% of Brits are optimistic about the future of the EU, compared to 52% who are pessimistic.

However, France was found to be the most pessimistic with 65% pessimistic about the future of EU , compared to 27% who are optimistic.

Le FMI  demande toujours la restructuration de la dette grecque

David Lipton, the IMF’s first deputy managing director, has said, “For us [the IMF] to go forward, we want more than a general assurance that the matter [Greek debt] will be handled, with enough specific details on how it will be handled to assure the fund that Greece’s debt service will be on a sustainable path.”
[Reuters] Global factories struggle as stimulus fails to spur

[Bloomberg] Manufacturing in U.S. Stagnated in October on Weak Global Sales

[Bloomberg] These Charts Suggest the Market May Have Had Enough of Share Buybacks

[Bloomberg] How Changing Global Demographics Could Destroy One of the Most Popular Ideas in Portfolio Management

[Bloomberg] Goldman Sachs Downgrades Valeant After Market’s Loss of Confidence

[Bloomberg] China Bonds Decline for Fourth Day as PBOC Rate Cuts Seen Ending

[Bloomberg] Hidili Says Not in Position to Pay Bonds as China Defaults Mount

[Bloomberg] Here’s How Much QE Helped Wall Street Steamroll Main Street

[Bloomberg] China’s `Hedge Fund Brother No.1′ Is Now Target of Insider Probe

[NYT] Chinese Manager of Highflying Funds Is Arrested in Insider Trading Case

[FT] Saudi role as ‘central banker’ for oil is eroded

[USAT] Airline blames ‘external impact’ for Egypt crash

L’indice Nikkei de la Bourse de Tokyo a terminé en forte baisse de 2,10% la journée de lundi, après trois séances positives, malmené par une contraction de l’activité manufacturière en Chine en octobre et un regain du yen face au dollar.
A l’issue des échanges, le Nikkei des 225 valeurs vedettes a lâché 399,86 points à 18.683,24 points.
L’indice élargi Topix de tous les titres du premier tableau a abandonné pour sa part 2,00% (-31,23 points) à 1.526,97 points.La séance a été moyennement active avec 2,17 milliards de titres échangés sur le premier marché.

Confirmation de la note AAA de la Suisse
Fitch souligne dans un communiqué que cette note reflète notamment la prudence des politiques budgétaire et économique du pays, ainsi que la richesse et la diversification de son économie.

Nicolas Sarkozy arriverait en tête au premier tour de la primaire à droite pour la présidentielle de 2017 et devancerait Alain Juppé au deuxième mais avec une marge réduite qui laisse envisager un scrutin très indécis, selon un sondage BVA publié lundi dans la presse régionale. L’ancien chef de l’Etat est crédité de 38% des intentions de vote au premier tour contre 31% au maire de Bordeaux.

[Bloomberg] China Bonds Decline for Fourth Day as PBOC Rate Cuts Seen Ending

[Bloomberg] Hidili Says Not in Position to Pay Bonds as China Defaults Mount