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From The Floor
                                                                          03 November 2011


  Key Global Indices
                                                                           UK Market Snapshot
                                Last      1D % 5D % 1M%            1Y%
                               Cl ose      Chg Chg    Chg           Chg     UK markets closed higher yesterday, as market sentiments were lifted on
 FTSE 100                    5,484.1     1.2% -1.2% 8.1%         -4.7%        encouraging US jobs data and ahead of the G-20 summit in France to tackle
 DJSTOXX 50                  2,266.1     0.6% -1.0%     6.0% -11.4%           the eurozone debt crisis. Among precious metal miners, Fresnillo, the top
 FTSEurofirst 300             971.7      1.0% -1.2%     6.5% -11.2%           gainer on the FTSE 100 index, surged 7.7%, as silver and gold prices rallied,
 German DAX 30               5,965.6     2.2% -0.8% 11.0% -10.3%
                                                                               while Randgold Resources gained 7.4%, as it reported a rise in its third-
 French CAC 40               3,110.6     1.4% -1.9%     6.3% -19.5%
                                                                               quarter profit. Among other mining stocks, Anglo American, Rio Tinto and
 Russia RTS Index            1,526.2     2.8% -0.3% 18.2%        -4.9%
 S&P 500                     1,237.9     1.6% -0.3% 12.6%        3.7%
                                                                               Kazakhmys gained between 2.5% and 5.2%, as base metal prices firmed up.
 Dow Jones Industrials      11,836.0     1.5% -0.3% 11.1%        5.8%
                                                                               Antofagasta rallied 5.4%, after reporting a 17.0% jump in its copper
 Nasdaq Composite            2,640.0     1.3% -0.4% 13.0%        4.2%         production. Retailer, Next jumped 6.5%, as it reported faster sales growth in
 Brazil Bovespa             57,322.8      0.0%    0.3% 12.9% -19.9%            the third quarter. ARM Holdings climbed 2.6%, after a broker upgraded its
 Nikkei 225                  8,640.4     -2.2% -1.2%    1.1%     -5.7%        rating on the stock to “Outperform” from “Market Perform”. Wolseley
 Shanghai Composite*         2,530.2     1.0%    3.2%   6.1% -17.8%           advanced 5.4%, after data indicated that UK construction PMI rose in
 Sensex*                    17,395.1     -0.4%   1.0%   8.1% -14.2%           October. FTSE 100 rose 1.2% to 5,484.1. FTSE 250 climbed 0.8% to 10,251.7.
 *Time - BST                       6:13:01 AM

                                                                           European Market Snapshot
   5,500                                                                    Other European markets closed in the positive territory yesterday, following
                                                                               report that US companies added more workers than forecast in October and
   5,470                                                                       amid optimism that Euro-area leaders would convince Greek Prime Minister
                                                                               George Papandreou to accept budget cuts imposed in the bailout plan.
   5,440                                                                       Banks, BNP Paribas, UniCredit and Credit Agricole, surged between 0.4% and
                                                                               7.3%, as risk appetite increased among investors. Truck maker, MAN, rallied
   5,410                                                                       4.9%, after the company reaffirmed its full-year outlook for revenue growth.
                                                                               Carmaker, Volkswagen, soared 6.0%, after the company stated that China’s
   5,380                                                                       passenger-car market might grow 8.0% to 10.0% annually over the next five
           8:00      9:45       11:30    13:15     15:00        16:35
                                                                               years. Retailer, Metro, rose 1.4%, following report that an Austrian real-
                                                                               estate company, Signa, might buy its Kaufhof department-store unit. Hugo
                                                                               Boss, added 1.2%, after the company revealed that its third-quarter profit
   11,900
                                                                               rose 29.0%. FTSEurofirst 300 index added 1.0% to 971.7. German DAX Xetra
                                                                               30 advanced 2.2% to 5,965.6. French CAC-40 edged up 1.4% to 3,110.6.
   11,830
                                                                           US Market Snapshot
   11,760
                                                                            US markets rebounded yesterday, snapping their two days sharp declines,
                                                                               following better-than-expected jobs report and as the US Federal Reserve
   11,690
                                                                               stated that the economy had strengthened in the third quarter and hinted
                                                                               to take action if needed to safeguard the recovery. Oil & gas explorer,
   11,620
             9:30     10:45      12:00    13:15    14:30    15:45              Pioneer Natural Resources, the top gainer on the S&P 500 index, soared
                                                                               12.6%, as its third quarter result surpassed market expectations. MasterCard
                                                                               surged 7.0%, after it reported a 38.4% jump in its third-quarter profit.
                                                                               Wireless network providers, Sprint Nextel, Clearwire and MetroPCS climbed
  8,850
                                                                               between 9.2% and 11.9%, after the US house passed a bill to bar new state
                                                                               and local taxes on wireless services. Bank of America gained 5.0% amid
  8,795
                                                                               easing worries over the European debt crisis. DJIA surged 1.5% to 11,836.0.
                                                                               NASDAQ gained 1.3% to 2,640.0. S&P 500 rose 1.6% to end at 1,237.9.
  8,740


  8,685
                                                                           Asian Market Snapshot
                                                                            Asian markets are trading lower this morning, amid renewed concerns that
  8,630
            9:00    9:45    10:30 11:15 13:00 13:45 14:30
                                                                               the European leaders are struggling to work together to contain the region’s
                                                                               debt crisis, after they cut off aid payments to Greece before a referendum
                                                                               on a bailout deal. Moreover, a fall in Chinese purchasing managers’ index
  Manoj Ladwa                                        0207 392 1487
                                                                               (PMI) in October dampened market sentiment further. In Hong Kong, China
  Index and Equity Desk                              0207 392 1479
                                                                               Construction Bank and HSBC Holdings traded lower, tracking a fall in their
  Institutional Equities                             0207 392 1477             European peers. Energy stocks, Petrochina and Cnooc paced declines, in line
  Commodities                                        0207 392 1403             with a fall in crude oil prices. In South Korea, LG Electronics paced lower,
  Options                                            0207 392 1472             amid speculation that the company was planning a rights offer worth $891.4
  Currencies                                         0207 392 1455             million. Oil refiners, S-Oil and SK Innovation lost values, following lower
  Internet Dealing Desk                              0207 392 1434             crude oil prices. KB Financial Group and Shinhan Financial Group traded
                                                                               lower, as aversion increased among investors. Markets in Japan are closed on
                                                                               account of a public holiday. Hang Seng index is trading 1.0% lower at
                                                                               19,540.3 while the Kospi index is trading 1.1% lower, at 1,877.4.
ETX Capital, Beaufort House, 15 St Botolph Street, London EC3A 7DT Tel+44 (0) 207 392 1453

customerservice@etxcapital.co.uk                                                   www.etxcapital.com                          Refer to the last page for disclaimer
3 November 2011




 Commodities

             94.0
                                                                      1745.0                                                    8,150                                          2,250

             93.2                                                     1737.5                                                    7,813                                          2,208




                                                                                                                       $/ M T
 $/ b b l




                                                                                                                                7,475                                          2,165




                                                              $ /OZ
             92.4                                                     1730.0
                                                                                                                                7,138                                          2,123
             91.6
                                                                      1722.5
                                                                                                                                6,800                                          2,080
             90.8
                 0:00     6:40     13:20     20:00     3:20           1715.0                                                            20-Oct    25-Oct    28-Oct     2-Nov
                                                                            0:00      6:40     13:20    20:00   3:40                    Copper - LHS          Aluminium - RHS


 In Asia, crude oil for December delivery is trading 1.1% or 97 cents lower at $91.54 per barrel. Yesterday, crude for December
            delivery added 0.4% or 32 cents to end at $92.51 per barrel, amid expectations of increase in energy demand following
            encouraging US jobs data. Crude oil prices also gained value, as concerns about the eurozone debt crisis eased on hopes that
            European leaders would push Greece to accept their bail-out plan. However gains were limited, after the US Energy
            Information Administration reported an increase in crude oil supplies by 1.8 million barrels for the week ended October 28.
           Gold for immediate delivery is trading 0.3% lower today, at $1,729.93 per ounce. Gold for December delivery added 1.0% or
            $17.80 to settle at $1,729.60 per ounce yesterday, as the dollar weakened against the major currencies, increasing the demand
            for the precious metal as a hedge against inflation. Gold also traded higher after the US Federal Reserve trimmed its growth
            expectations for the US economy and increased its unemployment rate forecast.




 Currencies

   1.1680                                                     1.6050                                                       1.3850


   1.1650                                                     1.6000                                                       1.3800


   1.1620                                                     1.5950                                                       1.3750


   1.1590                                                     1.5900
                                                                                                                           1.3700


   1.1560                                                     1.5850
                                                                                                                           1.3650
         0:00           6:40     13:20     20:00     2:40           0:00           6:40      13:20     20:00    2:40
                                                                                                                                 0:00            6:40      13:20     20:00      2:40


 At 0400 BST today, the GBP is trading marginally higher against the USD at $1.5909, marginally lower against the EUR at
            €1.1617, and 0.1% lower against the JPY at ¥124.16.
 The EUR is trading marginally higher against the USD at $1.3695.
 The EUR is trading 0.1% lower against the JPY at ¥106.88, after the European leaders stated that Greece would vote next
            month to determine whether it would stay in the 17-nation currency, The EUR also depreciated amid speculation that the
            European Central Bank would lower borrowing costs to stem recession risks in the region.
           The USD is trading lower against major currencies, after the Federal Reserve Chairman Bernanke hinted at additional stimulus
            measure to prop up the US economy if necessary, damping demand for the currency.
           The NZD is trading lower against the USD, following a statistics bureau report that showed that the country’s unemployment
            rate rose to 6.6% in the third-quarter from 6.5% in the previous period.
           Yesterday, the USD closed lower against the EUR, following reports that the next portion of Greece’s international bailout
            might be held up unless Greece provides clarity about its acceptance of the latest European bailout package, after the
            referendum Greek officials announced earlier this week.
           The CAD ended higher against the USD, after the Federal Reserve acknowledged that the US economic growth “strengthened
            somewhat” in the third quarter, raising demand for riskier assets. The CHF closed higher against the USD, amid concern that
            spending cuts agreed to by the US lawmakers would dampen the country’s economic growth.



             2                                                                     From The Floor                                       Refer to the last page for disclaimer
3 November 2011




Key Economic Releases Today
Country       BST             E c onomi c Indi c a tor                                          Conse nsus                                       P re vi ous                                           Fre que nc y

World         -               G20 Meeting                                                                             -                                                       -                                                             -

UK            9:30            Purchasing Manager Index Services (Oct)                                52.00                                                       52.90                                           Monthly

UK            9:30            Official Reserves (Changes) (Oct)                                                       -                      -$2444.0 mn                                                         Monthly

Eurozone      12:45           European Central Bank Rate Decision (Nov 3)                           1.50%                                                        1.50%                                                                      -

Eurozone      13:30           ECB Press Conference                                                                    -                                                       -                                                             -

Switzerland   7:00            UBS Real Estate Bubble Index (Q3)                                                       -                                           0.65                                          Quarterly

US            -               ICSC Chain Store Sales (YoY) (Oct)                                                      -                                          5.50%                                           Monthly

US            12:00           RBC Consumer Outlook Index (Nov)                                                        -                                          39.20                                           Monthly

US            12:30           Continuing Jobless Claims (W/E)                                     3700.0 K                                             3645.0 K                                                     Weekly

US            12:30           Initial Jobless Claims (W/E)                                        400.00 K                                             402.00 K                                                     Weekly

US            12:30           Non-Farm Productivity (Q3)                                            2.80%                                                  -0.70%                                               Quarterly

US            12:30           Unit Labor Costs (Q3)                                                 -0.50%                                                       3.30%                                          Quarterly

US            13:45           Bloomberg Consumer Comfort (W/E)                                                        -                                          -51.10                                             Weekly

US            14:00           Factory Orders (MoM) (Sep)                                            -0.10%                                                 -0.20%                                                Monthly

US            14:00           ISM Non-Manufacutring Composite (Oct)                                  53.60                                                       53.00                                           Monthly

US            14:30           EIA Natural Gas Storage Change (W/E)                                                    -                           92.00 BCF                                                         Weekly

Japan         -               Culture Day                                                                             -                                                       -                                                             -




                      Re a l G D P - YoY                 CP I - YoY   10 Ye a r Bond Yi e l d       300.0
UK                                 0.5%                       5.2%                      2.6%
US                                 1.6%                       3.9%                      2.3%        170.0

Japan                             -1.0%                       0.0%                      1.0%
                                                                                                     40.0
France                             1.6%                       2.2%                      3.2%
Germany                            2.7%                       2.5%                      2.2%
                                                                                                     -90.0
Brazil                             3.1%                       7.3%                      4.0%
Russia                             3.4%                       7.2%                      6.0%        -220.0
                                                                                                             Oct-09




                                                                                                                                              Apr-10

                                                                                                                                                        Jun-10




                                                                                                                                                                            Oct-10




                                                                                                                                                                                                       Apr-11

                                                                                                                                                                                                                 Jun-11




                                                                                                                                                                                                                                   Oct-11
                                                                                                                          Dec-09




                                                                                                                                                                  Aug-10




                                                                                                                                                                                                                          Aug-11
                                                                                                                                    Feb-10




                                                                                                                                                                                     Dec-10

                                                                                                                                                                                              Feb-11




India                              7.7%                      10.1%                      8.9%
China                              9.1%                       6.1%                      3.7%




         3                                                    From The Floor                                                       Refer to the last page for disclaimer
3 November 2011




 Key Corporate Releases Today
UK
Compa ny N a me                                 Re sul ts          Curre nc y                                 Ful l Ye a r Conse nsus
                                                                                               E sti ma te d E P S             E sti ma te d Re ve nue (Mn)
BT Group Plc                                    Q2                 GBP                                      22.21                                     19,493.10
Tate and Lyle Plc                               Interim            GBP                                      52.17                                       2,904.78
Cable and Wireless Communications Plc           Interim            GBP                                        0.06                                      2,737.38
Invensys Plc                                    Interim            GBP                                      23.43                                       2,606.08
Note: All Estimates are for Full Year



Aer Lingus Group, Aviva, Old Mutual, RPS Group, RSA Insurance Group, Spirent Communications, WSP Group, Hilton
Food Group Plc, JD Wetherspoon Plc, Unilever Plc, SVG Capital Plc, Hikma Pharmaceuticals Plc


IndigoVision Group, JPMorgan Mid Cap Inv Trust, Kofax, Macau Property Opportunities Fund Ltd., Mytrah Energy Ltd,
Pochin's, Redrow, Swallowfield, TEP Exchange Group


Alpha Tiger Property Trust Ltd., OSJC Transcontainer GDR (Reg S)


Murgitroyd Group


Camellia, Fisher (James) & Sons, TT Electronics, Tullow Oil


Europe
Compa ny N a me                                 Re sul ts          Curre nc y                                 Ful l Ye a r Conse nsus
                                                                                                E sti ma te d E P S             E sti ma te d Re ve nue (Mn)
Skanska AB                                      Q3                 SEK                                        7.71                                   119,844.00
ArcelorMittal SA                                Q3                 EUR                                        2.48                                    94,814.70
METRO AG                                        Q3                 EUR                                        3.47                                    67,996.60
BMW AG                                          Q3                 EUR                                        7.49                                    67,782.30
Note: All Estimates are for Full Year


US
Compa ny N a me                            Re sul ts         Curre nc y                            Ful l Ye a r Conse nsus                          Re l e a se
                                                                                    E sti ma te d E P S E sti ma te d Re ve nue (Mn)                 T i me
CVS Caremark Corp                          Q3                USD                                   2.78                          107,320.00              D
American International Group Inc           Q3                USD                                   2.35                           50,270.00              U
Sunoco Inc                                 Q3                USD                                   0.26                           43,160.00              U
DirecTv                                    Q3                USD                                   3.34                           26,910.00              D
No te: A ll Estimates are fo r Full Year             (A = A fter the market clo ses, B = B efo re the market o pens, D = During market ho urs, U = Time unkno wn )




       4                                                        From The Floor                                          Refer to the last page for disclaimer
3 November 2011




What’s Hot & What’s Not

           Fresnillo                                                                                   Lloyds Banking Group     -4.4%
    7.7%


    7.4%   Randgold Resources Ltd                                                                                       ICAP    -3.4%


                                                                                                     Imperial Tobacco Group     -2.0%
    6.5%   Next


    5.7%   Burberry Group                                                                                  GlaxoSmithKline      -1.7%


    5.6%   ENRC                                                                                             Ashmore Group       -1.7%


           Wolseley                                                                                      Standard Chartered     -1.2%
    5.4%


    5.4%   Antofagasta                                                                                       Intertek Group     -0.9%


           Kazakhmys                                                                                              BAE Systems   -0.9%
    5.2%


    4.8%   Legal and General Group                                                                                    Diageo    -0.9%


    4.7%   Old Mutual                                                                                      Smith & Nephew       -0.8%


         0.0%            2.0%        4.0%   6.0%        8.0%     -5.0%        -3.8%       -2.5%           -1.3%            0.0%




Major Movers & Shakers
   Fresnillo soared 7.7%, in line with a rise in silver and gold prices.
   Randgold Resources rallied 7.4%, after the company forecasted a 22.0% increase in its gold production next year
   Next surged 6.5%, after the company reported faster sales growth in its third-quarter.
   Burberry Group soared 5.7%, after its European peer, Hugo Boss, reported a rise in its third-quarter profit.
   Miners, ENRC, Antofagasta and Kazakhmys, rallied between 5.6% and 5.2%, following higher base metal prices.
   Insurers, Legal & General and Old mutual, surged 4.8% and 4.7%, respectively, benefitted from a recovery in the equity
    markets.
   Lloyds Banking Group fell 4.4%, after the company announced that its Chief Executive Officer Antonio Horta-Osorio would take
    a medical leave of absence.
   Standard Chartered eased 1.2%, after the company reported that its nine-month income grew by a high single-digit percentage
    from the same period a year ago.




     5                                                 From The Floor                             Refer to the last page for disclaimer
3 November 2011




Disclaimer

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If you receive this email in error, please telephone +44 (0) 20 7392 1494
ETX Capital is a trading name of Monecor (London) Limited which is registered in England at Beaufort House, 15 St Botolph
Street, London, EC3A 7DT under company number 851820, and is authorised and regulated by The Financial Services Authority,
FSA registration number 124721




   6                                                     From The Floor

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From the floor 03 November 11

  • 1. From The Floor 03 November 2011 Key Global Indices UK Market Snapshot Last 1D % 5D % 1M% 1Y% Cl ose Chg Chg Chg Chg  UK markets closed higher yesterday, as market sentiments were lifted on FTSE 100 5,484.1  1.2% -1.2% 8.1% -4.7% encouraging US jobs data and ahead of the G-20 summit in France to tackle DJSTOXX 50 2,266.1  0.6% -1.0% 6.0% -11.4% the eurozone debt crisis. Among precious metal miners, Fresnillo, the top FTSEurofirst 300 971.7  1.0% -1.2% 6.5% -11.2% gainer on the FTSE 100 index, surged 7.7%, as silver and gold prices rallied, German DAX 30 5,965.6  2.2% -0.8% 11.0% -10.3% while Randgold Resources gained 7.4%, as it reported a rise in its third- French CAC 40 3,110.6  1.4% -1.9% 6.3% -19.5% quarter profit. Among other mining stocks, Anglo American, Rio Tinto and Russia RTS Index 1,526.2  2.8% -0.3% 18.2% -4.9% S&P 500 1,237.9  1.6% -0.3% 12.6% 3.7% Kazakhmys gained between 2.5% and 5.2%, as base metal prices firmed up. Dow Jones Industrials 11,836.0  1.5% -0.3% 11.1% 5.8% Antofagasta rallied 5.4%, after reporting a 17.0% jump in its copper Nasdaq Composite 2,640.0  1.3% -0.4% 13.0% 4.2% production. Retailer, Next jumped 6.5%, as it reported faster sales growth in Brazil Bovespa 57,322.8 0.0% 0.3% 12.9% -19.9% the third quarter. ARM Holdings climbed 2.6%, after a broker upgraded its Nikkei 225 8,640.4  -2.2% -1.2% 1.1% -5.7% rating on the stock to “Outperform” from “Market Perform”. Wolseley Shanghai Composite* 2,530.2  1.0% 3.2% 6.1% -17.8% advanced 5.4%, after data indicated that UK construction PMI rose in Sensex* 17,395.1  -0.4% 1.0% 8.1% -14.2% October. FTSE 100 rose 1.2% to 5,484.1. FTSE 250 climbed 0.8% to 10,251.7. *Time - BST 6:13:01 AM European Market Snapshot 5,500  Other European markets closed in the positive territory yesterday, following report that US companies added more workers than forecast in October and 5,470 amid optimism that Euro-area leaders would convince Greek Prime Minister George Papandreou to accept budget cuts imposed in the bailout plan. 5,440 Banks, BNP Paribas, UniCredit and Credit Agricole, surged between 0.4% and 7.3%, as risk appetite increased among investors. Truck maker, MAN, rallied 5,410 4.9%, after the company reaffirmed its full-year outlook for revenue growth. Carmaker, Volkswagen, soared 6.0%, after the company stated that China’s 5,380 passenger-car market might grow 8.0% to 10.0% annually over the next five 8:00 9:45 11:30 13:15 15:00 16:35 years. Retailer, Metro, rose 1.4%, following report that an Austrian real- estate company, Signa, might buy its Kaufhof department-store unit. Hugo Boss, added 1.2%, after the company revealed that its third-quarter profit 11,900 rose 29.0%. FTSEurofirst 300 index added 1.0% to 971.7. German DAX Xetra 30 advanced 2.2% to 5,965.6. French CAC-40 edged up 1.4% to 3,110.6. 11,830 US Market Snapshot 11,760  US markets rebounded yesterday, snapping their two days sharp declines, following better-than-expected jobs report and as the US Federal Reserve 11,690 stated that the economy had strengthened in the third quarter and hinted to take action if needed to safeguard the recovery. Oil & gas explorer, 11,620 9:30 10:45 12:00 13:15 14:30 15:45 Pioneer Natural Resources, the top gainer on the S&P 500 index, soared 12.6%, as its third quarter result surpassed market expectations. MasterCard surged 7.0%, after it reported a 38.4% jump in its third-quarter profit. Wireless network providers, Sprint Nextel, Clearwire and MetroPCS climbed 8,850 between 9.2% and 11.9%, after the US house passed a bill to bar new state and local taxes on wireless services. Bank of America gained 5.0% amid 8,795 easing worries over the European debt crisis. DJIA surged 1.5% to 11,836.0. NASDAQ gained 1.3% to 2,640.0. S&P 500 rose 1.6% to end at 1,237.9. 8,740 8,685 Asian Market Snapshot  Asian markets are trading lower this morning, amid renewed concerns that 8,630 9:00 9:45 10:30 11:15 13:00 13:45 14:30 the European leaders are struggling to work together to contain the region’s debt crisis, after they cut off aid payments to Greece before a referendum on a bailout deal. Moreover, a fall in Chinese purchasing managers’ index Manoj Ladwa 0207 392 1487 (PMI) in October dampened market sentiment further. In Hong Kong, China Index and Equity Desk 0207 392 1479 Construction Bank and HSBC Holdings traded lower, tracking a fall in their Institutional Equities 0207 392 1477 European peers. Energy stocks, Petrochina and Cnooc paced declines, in line Commodities 0207 392 1403 with a fall in crude oil prices. In South Korea, LG Electronics paced lower, Options 0207 392 1472 amid speculation that the company was planning a rights offer worth $891.4 Currencies 0207 392 1455 million. Oil refiners, S-Oil and SK Innovation lost values, following lower Internet Dealing Desk 0207 392 1434 crude oil prices. KB Financial Group and Shinhan Financial Group traded lower, as aversion increased among investors. Markets in Japan are closed on account of a public holiday. Hang Seng index is trading 1.0% lower at 19,540.3 while the Kospi index is trading 1.1% lower, at 1,877.4. ETX Capital, Beaufort House, 15 St Botolph Street, London EC3A 7DT Tel+44 (0) 207 392 1453 customerservice@etxcapital.co.uk www.etxcapital.com Refer to the last page for disclaimer
  • 2. 3 November 2011 Commodities 94.0 1745.0 8,150 2,250 93.2 1737.5 7,813 2,208 $/ M T $/ b b l 7,475 2,165 $ /OZ 92.4 1730.0 7,138 2,123 91.6 1722.5 6,800 2,080 90.8 0:00 6:40 13:20 20:00 3:20 1715.0 20-Oct 25-Oct 28-Oct 2-Nov 0:00 6:40 13:20 20:00 3:40 Copper - LHS Aluminium - RHS  In Asia, crude oil for December delivery is trading 1.1% or 97 cents lower at $91.54 per barrel. Yesterday, crude for December delivery added 0.4% or 32 cents to end at $92.51 per barrel, amid expectations of increase in energy demand following encouraging US jobs data. Crude oil prices also gained value, as concerns about the eurozone debt crisis eased on hopes that European leaders would push Greece to accept their bail-out plan. However gains were limited, after the US Energy Information Administration reported an increase in crude oil supplies by 1.8 million barrels for the week ended October 28.  Gold for immediate delivery is trading 0.3% lower today, at $1,729.93 per ounce. Gold for December delivery added 1.0% or $17.80 to settle at $1,729.60 per ounce yesterday, as the dollar weakened against the major currencies, increasing the demand for the precious metal as a hedge against inflation. Gold also traded higher after the US Federal Reserve trimmed its growth expectations for the US economy and increased its unemployment rate forecast. Currencies 1.1680 1.6050 1.3850 1.1650 1.6000 1.3800 1.1620 1.5950 1.3750 1.1590 1.5900 1.3700 1.1560 1.5850 1.3650 0:00 6:40 13:20 20:00 2:40 0:00 6:40 13:20 20:00 2:40 0:00 6:40 13:20 20:00 2:40  At 0400 BST today, the GBP is trading marginally higher against the USD at $1.5909, marginally lower against the EUR at €1.1617, and 0.1% lower against the JPY at ¥124.16.  The EUR is trading marginally higher against the USD at $1.3695.  The EUR is trading 0.1% lower against the JPY at ¥106.88, after the European leaders stated that Greece would vote next month to determine whether it would stay in the 17-nation currency, The EUR also depreciated amid speculation that the European Central Bank would lower borrowing costs to stem recession risks in the region.  The USD is trading lower against major currencies, after the Federal Reserve Chairman Bernanke hinted at additional stimulus measure to prop up the US economy if necessary, damping demand for the currency.  The NZD is trading lower against the USD, following a statistics bureau report that showed that the country’s unemployment rate rose to 6.6% in the third-quarter from 6.5% in the previous period.  Yesterday, the USD closed lower against the EUR, following reports that the next portion of Greece’s international bailout might be held up unless Greece provides clarity about its acceptance of the latest European bailout package, after the referendum Greek officials announced earlier this week.  The CAD ended higher against the USD, after the Federal Reserve acknowledged that the US economic growth “strengthened somewhat” in the third quarter, raising demand for riskier assets. The CHF closed higher against the USD, amid concern that spending cuts agreed to by the US lawmakers would dampen the country’s economic growth. 2 From The Floor Refer to the last page for disclaimer
  • 3. 3 November 2011 Key Economic Releases Today Country BST E c onomi c Indi c a tor Conse nsus P re vi ous Fre que nc y World - G20 Meeting - - - UK 9:30 Purchasing Manager Index Services (Oct) 52.00 52.90 Monthly UK 9:30 Official Reserves (Changes) (Oct) - -$2444.0 mn Monthly Eurozone 12:45 European Central Bank Rate Decision (Nov 3) 1.50% 1.50% - Eurozone 13:30 ECB Press Conference - - - Switzerland 7:00 UBS Real Estate Bubble Index (Q3) - 0.65 Quarterly US - ICSC Chain Store Sales (YoY) (Oct) - 5.50% Monthly US 12:00 RBC Consumer Outlook Index (Nov) - 39.20 Monthly US 12:30 Continuing Jobless Claims (W/E) 3700.0 K 3645.0 K Weekly US 12:30 Initial Jobless Claims (W/E) 400.00 K 402.00 K Weekly US 12:30 Non-Farm Productivity (Q3) 2.80% -0.70% Quarterly US 12:30 Unit Labor Costs (Q3) -0.50% 3.30% Quarterly US 13:45 Bloomberg Consumer Comfort (W/E) - -51.10 Weekly US 14:00 Factory Orders (MoM) (Sep) -0.10% -0.20% Monthly US 14:00 ISM Non-Manufacutring Composite (Oct) 53.60 53.00 Monthly US 14:30 EIA Natural Gas Storage Change (W/E) - 92.00 BCF Weekly Japan - Culture Day - - - Re a l G D P - YoY CP I - YoY 10 Ye a r Bond Yi e l d 300.0 UK 0.5% 5.2% 2.6% US 1.6% 3.9% 2.3% 170.0 Japan -1.0% 0.0% 1.0% 40.0 France 1.6% 2.2% 3.2% Germany 2.7% 2.5% 2.2% -90.0 Brazil 3.1% 7.3% 4.0% Russia 3.4% 7.2% 6.0% -220.0 Oct-09 Apr-10 Jun-10 Oct-10 Apr-11 Jun-11 Oct-11 Dec-09 Aug-10 Aug-11 Feb-10 Dec-10 Feb-11 India 7.7% 10.1% 8.9% China 9.1% 6.1% 3.7% 3 From The Floor Refer to the last page for disclaimer
  • 4. 3 November 2011 Key Corporate Releases Today UK Compa ny N a me Re sul ts Curre nc y Ful l Ye a r Conse nsus E sti ma te d E P S E sti ma te d Re ve nue (Mn) BT Group Plc Q2 GBP 22.21 19,493.10 Tate and Lyle Plc Interim GBP 52.17 2,904.78 Cable and Wireless Communications Plc Interim GBP 0.06 2,737.38 Invensys Plc Interim GBP 23.43 2,606.08 Note: All Estimates are for Full Year Aer Lingus Group, Aviva, Old Mutual, RPS Group, RSA Insurance Group, Spirent Communications, WSP Group, Hilton Food Group Plc, JD Wetherspoon Plc, Unilever Plc, SVG Capital Plc, Hikma Pharmaceuticals Plc IndigoVision Group, JPMorgan Mid Cap Inv Trust, Kofax, Macau Property Opportunities Fund Ltd., Mytrah Energy Ltd, Pochin's, Redrow, Swallowfield, TEP Exchange Group Alpha Tiger Property Trust Ltd., OSJC Transcontainer GDR (Reg S) Murgitroyd Group Camellia, Fisher (James) & Sons, TT Electronics, Tullow Oil Europe Compa ny N a me Re sul ts Curre nc y Ful l Ye a r Conse nsus E sti ma te d E P S E sti ma te d Re ve nue (Mn) Skanska AB Q3 SEK 7.71 119,844.00 ArcelorMittal SA Q3 EUR 2.48 94,814.70 METRO AG Q3 EUR 3.47 67,996.60 BMW AG Q3 EUR 7.49 67,782.30 Note: All Estimates are for Full Year US Compa ny N a me Re sul ts Curre nc y Ful l Ye a r Conse nsus Re l e a se E sti ma te d E P S E sti ma te d Re ve nue (Mn) T i me CVS Caremark Corp Q3 USD 2.78 107,320.00 D American International Group Inc Q3 USD 2.35 50,270.00 U Sunoco Inc Q3 USD 0.26 43,160.00 U DirecTv Q3 USD 3.34 26,910.00 D No te: A ll Estimates are fo r Full Year (A = A fter the market clo ses, B = B efo re the market o pens, D = During market ho urs, U = Time unkno wn ) 4 From The Floor Refer to the last page for disclaimer
  • 5. 3 November 2011 What’s Hot & What’s Not Fresnillo Lloyds Banking Group -4.4% 7.7% 7.4% Randgold Resources Ltd ICAP -3.4% Imperial Tobacco Group -2.0% 6.5% Next 5.7% Burberry Group GlaxoSmithKline -1.7% 5.6% ENRC Ashmore Group -1.7% Wolseley Standard Chartered -1.2% 5.4% 5.4% Antofagasta Intertek Group -0.9% Kazakhmys BAE Systems -0.9% 5.2% 4.8% Legal and General Group Diageo -0.9% 4.7% Old Mutual Smith & Nephew -0.8% 0.0% 2.0% 4.0% 6.0% 8.0% -5.0% -3.8% -2.5% -1.3% 0.0% Major Movers & Shakers  Fresnillo soared 7.7%, in line with a rise in silver and gold prices.  Randgold Resources rallied 7.4%, after the company forecasted a 22.0% increase in its gold production next year  Next surged 6.5%, after the company reported faster sales growth in its third-quarter.  Burberry Group soared 5.7%, after its European peer, Hugo Boss, reported a rise in its third-quarter profit.  Miners, ENRC, Antofagasta and Kazakhmys, rallied between 5.6% and 5.2%, following higher base metal prices.  Insurers, Legal & General and Old mutual, surged 4.8% and 4.7%, respectively, benefitted from a recovery in the equity markets.  Lloyds Banking Group fell 4.4%, after the company announced that its Chief Executive Officer Antonio Horta-Osorio would take a medical leave of absence.  Standard Chartered eased 1.2%, after the company reported that its nine-month income grew by a high single-digit percentage from the same period a year ago. 5 From The Floor Refer to the last page for disclaimer
  • 6. 3 November 2011 Disclaimer This e-mail, including its contents and any attachments are confidential. Please delete this email and notify the sender immediately, if you are not the named recipient. You should not copy it for any purpose or disclose its contents to any other parties. Copyright is the property ETX Capital. Any prices or data contained herein are indicative and subject to change without notice; its accuracy is not guaranteed and should not be relied on. E-mail transmission cannot be guaranteed to be secure or free from errors. The sender therefore does not accept liability for any errors or omissions in the contents of this message which arise as a result of e-mail transmission. Although ETX Capital has taken reasonable precautions to minimise the risk of transmitting software viruses, we advise you to carry out your own virus checks on any attachment to this message. We make no representation or warranty as to the absence of viruses in this e-mail or any attachments. In order to protect our customers and business and comply with our regulatory requirements, we may monitor and read e-mails sent to and from our server(s). If you receive this email in error, please telephone +44 (0) 20 7392 1494 ETX Capital is a trading name of Monecor (London) Limited which is registered in England at Beaufort House, 15 St Botolph Street, London, EC3A 7DT under company number 851820, and is authorised and regulated by The Financial Services Authority, FSA registration number 124721 6 From The Floor