Week ahead: Global trade, Brexit, EMs still in focus

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Sharecast News | 16 Sep, 2018

Investors will have little choice but to keep their eye on developments on multiple fronts over the coming week, with global trade talks between the US and China, or the lack thereof, likely to be the biggest driver of markets around the world.

At the weekend, it was reported that the US administration might be set to announce fresh tariffs on another $200.0bn-worth of Chinese goods, but of 10%, not 20%.

However, on Sunday, the Journal reported that Beijing might snub Washington's offer to restart talks.

Against that backdrop, on Tuesday the European Union's General Affairs Council was expected to analyse the current state of talks on the UK's withdrawal and discussions on the framework for the future relationship with Britain.

In parallel, readings on consumer prices, retail sales and public sector borrowing were set for release starting from Wednesday.

Emerging markets were also expected to figure prominently in the headlines, especially after the Central Bank of Russia surprised analysts with an interest rate hike on Friday.

Policymakers in Brazil were scheduled to decide on interest rates on Wednesday, followed by their peers in South Africa on Thursday.

Interest rate decisions were also expected in Hungary (Tuesday), Thailand (Wednesday), Switzerland (Thursday) and Norway (Thursday).

Stateside, the main economic releases would be the Philly Fed's manufacturing sector gauge on Thursday and readings on housing starts and existing home sales on Wednesday and Thursday.

Over in the euro area meanwhile, Monday would bring with it a reading on Eurozone consumer prices for the month of August.

Monday September 17

INTERIMS

Clearstar Inc. (DI), Clearstar Inc. (DI), Horizon Discovery Group, M. P. Evans Group, Restore, Tern , Warpaint London

INTERIM DIVIDEND PAYMENT DATE

Barclays, Vivo Energy

QUARTERLY PAYMENT DATE

Royal Dutch Shell 'A', Royal Dutch Shell 'B'

INTERNATIONAL ECONOMIC ANNOUNCEMENTS

Consumer Price Index (EU) (10:00)

FINALS

City of London Investment Group, Finsbury Food Group, MJ Gleeson

EGMS

3i Infrastructure

AGMS

Abzena

TRADING ANNOUNCEMENTS

Dairy Crest Group

FINAL DIVIDEND PAYMENT DATE

Chagala Group Limited (DI)

Tuesday September 18

INTERIMS

Augean, Bango, Be Heard Group, Cloudcall Group, DP Poland, Faroe Petroleum, Frontier Smart Technologies Group Limited, Hydrogen Group, JTC, Judges Scientific, Keywords Studios, NAHL Group, Personal Group Holdings, Smart Metering Systems, VR Education Holdings

INTERIM DIVIDEND PAYMENT DATE

4Imprint Group, London Stock Exchange Group

FINALS

AEW UK Long Lease Reit , Eagle Eye Solutions Group, GRC International Group, Green Reit, Haydale Graphene Industries, Purecircle Limited (DI), Springfield Properties

AGMS

Accsys Technologies, Elderstreet Draper Esprit VCT, Great Eastern Energy Corp Ltd. GDR, HML Holdings, MediaZest, Northgate, Real Estate Credit Investments Ltd, Van Elle Holdings

TRADING ANNOUNCEMENTS

Northgate, Ocado Group

Wednesday September 19

INTERIMS

Accesso Technology Group, Alliance Pharma, Cello Health, Central Asia Metals, Elektron Technology, Greencoat Renewables, Kingfisher, Mission Marketing Group, Norish Units, Novacyt S.A. (CDI), Quixant, Ra International Group, Randall & Quilter Investment Holdings (DI), Yu Group

INTERIM DIVIDEND PAYMENT DATE

Octopus VCT 3, Octopus VCT 4

INTERNATIONAL ECONOMIC ANNOUNCEMENTS

Building Permits (US) (13:30)

Crude Oil Inventories (US) (15:30)

Current Account (EU) (09:00)

Current Account (US) (13:30)

Housing Starts (US) (13:30)

MBA Mortgage Applications (US) (12:00)

FINALS

InnovaDerma

EGMS

PJSC Megafon GDR (Reg S)

AGMS

Eckoh, F&C Managed Portfolio Trust Growth Shares, F&C Managed Portfolio Trust Income Shares, Games Workshop Group, NCC Group, Nuformix, Securities Trust of Scotland, United Carpets Group, Warehouse Reit

TRADING ANNOUNCEMENTS

Babcock International Group, Stagecoach Group

UK ECONOMIC ANNOUNCEMENTS

Consumer Price Index (09:30)

Producer Price Index (09:30)

Retail Price Index (09:30)

FINAL DIVIDEND PAYMENT DATE

Cohort

Thursday September 20

INTERIMS

French Connection Group, Hvivo, Lamprell, Modern Water, Safestyle UK , Science In Sport, Scisys, Soco International, The City Pub Group , Venture Life Group

INTERIM DIVIDEND PAYMENT DATE

Hochschild Mining, Rio Tinto, Sabre Insurance Group, Schroders, Schroders (Non-Voting)

INTERIM EX-DIVIDEND DATE

AIREA, Belvoir Lettings, Crest Nicholson Holdings, Dignity, Drax Group, Elecosoft, Epwin Group, Forterra, Gamma Communications, Good Energy Group, GVC Holdings, Harworth Group, Henry Boot, HGCapital Trust, Hunters Property , International Public Partnerships Ltd., Irish Continental Group Units, Macfarlane Group, Maintel Holdings, Midwich Group, Non-Standard Finance, Nucleus Financial Group , Old Mutual Limited NPV (DI), Pendragon, Petrofac Ltd., Playtech, PPHE Hotel Group Ltd, Property Franchise Group, Sanne Group, STV Group, Taptica International (DI), The Simplybiz Group, Unite Group, Vitec Group

QUARTERLY EX-DIVIDEND DATE

Aberdeen Diversified Income and Growth Trust , Standard Life Private Equity Trust

INTERNATIONAL ECONOMIC ANNOUNCEMENTS

Continuing Claims (US) (13:30)

Initial Jobless Claims (US) (13:30)

FINALS

Brooks Macdonald Group, Diurnal Group, Inland Homes, Kier Group

SPECIAL EX-DIVIDEND DATE

Old Mutual Limited NPV (DI)

AGMS

Anglesey Mining, Arian Silver Corporation (DI), Auto Trader Group , Begbies Traynor Group, Cambium Global Timberland Ltd., Diageo, First Property Group, IG Group Holdings, Kainos Group , Petro Matad Ltd., Ryanair Holdings, Safeland, Twentyfour Income Fund Limited Ord Red

UK ECONOMIC ANNOUNCEMENTS

Existing Home Sales (US) (15:00)

Retail Sales (09:30)

FINAL DIVIDEND PAYMENT DATE

Ramsdens Holdings , Solid State

FINAL EX-DIVIDEND DATE

1pm, Dart Group, Hargreaves Services, Kainos Group , Mattioli Woods, Rank Group, Redrow, Renishaw, Sophos Group

Friday September 21

INTERIM DIVIDEND PAYMENT DATE

Anglo American, Baronsmead Second Venture Trust, Baronsmead Venture Trust, Capital & Counties Properties , Clarkson, FDM Group (Holdings), Henderson Opportunities Trust, Hikma Pharmaceuticals, Hostelworld Group , Ibstock , Low & Bonar, Marshall Motor Holdings, Mobeus Income & Growth Vct, National Express Group, Polypipe Group , Rotork, Stock Spirits Group , Ultra Electronics Holdings, Vesuvius, Virgin Money Holdings (UK)

QUARTERLY PAYMENT DATE

Alpha Real Trust Ltd., BlackRock World Mining Trust, BP, Brunner Inv Trust, UIL Limited (DI)

FINALS

Smiths Group

ANNUAL REPORT

Redrow

SPECIAL DIVIDEND PAYMENT DATE

Quilter

EGMS

AXA Property Trust Limited

AGMS

Byotrol, Fusion Antibodies , Mercia Technologies , Sirius Real Estate Ltd., Sysgroup, Tungsten Corporation

UK ECONOMIC ANNOUNCEMENTS

CBI Industrial Trends Surveys (11:00)

Public Sector Net Borrowing (09:30)

FINAL DIVIDEND PAYMENT DATE

Best of the Best, Creightons, Dixons Carphone , FIH Group , JPMorgan Brazil Inv Trust , Miton UK Microcap Trust, Northgate, SSE, Superdry

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