HALISTER1: U.K. ’Brexit’ Vote Less Likely If EU Refugee Deal Succeeds: JPM

U.K. ’Brexit’ Vote Less Likely If EU Refugee Deal Succeeds: JPM

(Bloomberg) -- The likelihood of the U.K. voting to leave the EU in June may fall if last Friday’s deal between the EU and Turkey helps to stem the flow of migrants, JPMorgan analyst David Mackie writes in client note.
  • Managing migration is a key issue in the ’Brexit’ debate, and the EU migrant crisis has created two concerns as it has cast doubt on the region’s ability to come up with a regional response to the crisis; and second, it has reinforced the concern about the region’s ability to control its borders
  • An easing of the migrant crisis would reduce both concerns
  • The deal does though face enormous logistical as well as legal challenges, and puts great pressure on Greece to establish a sizable and functioning asylum processing regime
  • A vote to leave may trigger a Tory leadership challenge, calls for snap general election and stronger rhetoric on a second Scottish referendum, JPMorgan analyst Allan Monks writes in a separate note
  • NOTE: U.K. welfare minister’s resignation underscores tensions within the ruling party ahead of the June vote; adds to bearish drivers for sterling, analysts say
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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David Mackie (JPMorgan Chase & Co)
Allan Monks (JP Morgan Chase)

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UUID: 7947283

HALISTER1: *HOWARD SCHILLER DECLINES VALEANT REQUEST TO RESIGN FROM BOARD

*HOWARD SCHILLER DECLINES VALEANT REQUEST TO RESIGN FROM BOARD

Alert: HALISTER1
Source: BN (Bloomberg News)

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VRX CN (Valeant Pharmaceuticals International Inc)

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Howard Schiller (Valeant Pharmaceuticals International Inc)

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Management Changes

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UUID: 7947283

HALISTER1: BCB Unlikely to Change BRL Trend With Swaps, BGC Liquidez Says

BCB Unlikely to Change BRL Trend With Swaps, BGC Liquidez Says

(Bloomberg) -- BRL may resume gains if uncertainties that led to the currency’s decline in recent years continue easing, Alfredo Barbutti, economist at BGC Liquidez Dtvm says in a phone interview.
  • Just as the BCB’s selling of regular swaps failed to stop BRL weakening in recent years, auctions of reverse swaps now probably won’t halt BRL strengthening
    • Improving current account, U.S. Fed signaling more gradual hikes positive for BRL
    • Mkt perception puts the new level for USD/BRL “way below” 4.00
    • BCB sees BRL stronger levels as an “opportunity window” to ease its exposure to FX swaps, Barbutti says
  • NOTE: BRL rises after early drop as BCB last Friday announced auction of FX reverse swaps, which is equivalent to central bank buying about $1b
    • It is first reverse swaps offering in 3 years, period when BCB sold regular swaps to stem BRL weakening trend
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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Alfredo Barbutti (Liquidez Dtvm Ltda)

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UUID: 7947283

HALISTER: Wanted: New Telecom Italia CEO With Experience in Media Industry

Wanted: New Telecom Italia CEO With Experience in Media Industry

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Source: BN (Bloomberg News)

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TECO2 AR (Telecom Argentina SA)
TIT IM (Telecom Italia SpA/Milano)
TIMP3 BZ (Tim Participacoes SA)
VIV FP (Vivendi SA)

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Vincent Bollore (Bollore SA)
Arnaud Puyfontaine (Vivendi SA)
Carlo Maffe (Bocconi University)
Flavio Cattaneo (Domus Italia Spa)
Giuseppe Recchi (Telecom Italia SpA/Milano)

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Management Changes

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HALISTER: JPMorgan Names Co-Heads of Emerging-Market Credit Trading

JPMorgan Names Co-Heads of Emerging-Market Credit Trading

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Source: BN (Bloomberg News)

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JPM US (JPMorgan Chase & Co)

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James Banghart (JPMorgan Chase Bank NA)
Matthew Greenberg (JPMorgan Chase & Co)
Guy America (JPMorgan Chase & Co)
Kevin Corgan (JPMorgan Chase & Co)
Matthew Cherwin (JPMorgan Chase & Co)

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UUID: 7947283

HALISTER1: U.S. ECO PREVIEW: Existing Homes Sales Due in 5 Minutes

U.S. ECO PREVIEW: Existing Homes Sales Due in 5 Minutes

(Bloomberg) -- Existing home sales seen falling 3% m/m Feb. to 5.31 annual rate (forecast range 5.15m to 5.5m); based on closings of single-family homes, town homes, condominiums, co-ops.
  • In Jan., sales rose 0.4% to 5.47m rate
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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UUID: 7947283