Trader Talk: An Analysis of the Markets this Morning

Good morning,

European stock-index futures were little changed after the Stoxx Europe 600 Index completed a third monthly gain, as investors awaited a U.S. economic report that may show a drop in manufacturing. U.S. index futures and Asian shares were little changed.

WHAT TO WATCH:

• Fund Managers Press FCA for More Disclosure on Currency-Rigging

• Biggest Bank in Norway Dismisses Hard Landing in Real Estate Bet

• U.K. House Prices Rise for 10th Month as Low Rates Spur Demand

• Yorkshire Water to Increase Next Year’s Price Less Than Planned

• Cameron Arrives in Beijing Pushing EU-China Trade Accord

• Ukraine Clashes Escalate as Opposition Calls for National Strike

• Russia Lures Ukraine With Cheaper Gas to Join Moscow-Led Pact

• U.K. to Provide Extra Funds for Small Businesses Through Bank

• Osborne Pledges Reduction in British Consumers’ Energy Bills

• London Recruiter Says Job Vacancies Climbed to Seven-Month High

• ThyssenKrupp Plans to Boost Capital, Agrees to Sell U.S. Plant

• Greece Raised to Caa3 by Moody’s on Fiscal Progress, Economy

• Co-Op Retail Bondholders Back Recapitalisation Plan

• L’Oreal to Buy Back as Much as EU500m of Shrs

EARNINGS All times CET, estimates where available:

• Neopost (NEO FP) Aftermkt, 3Q 2013 Sales and Revenue

Good day and happy trading!

Kristian Camenzuli