From: Sent: Fri 1/4/2013 11:06:45 AM Subject: Early Tour 1.4.13 Good Morning ... European Markets off 0-50 bps... ASX -0.36%, NKY +2.82%, KOSPI -0.37%, TWSE - 0.39%, SHCOMP +0.35%, HSI -0.29% EUR 1.3010 (-0.30%) JPY 88.2 (-1.10%) EUR/JPY 114.76 (+0.80%) AUD 1.0405 (-0.59%) Italy 10yr 4.27% Spain 10yr 5.04% US 10yr 1.96% Futures: Dow -2, Nasdaq +3, S&P +0 DXY $80.80 (+42c) Crude $91.60 (-$1.32) Gold $1630.80 (- $43.90) Copper -0.83% Silver -4.69% In a day of catch up, on its first day open in 2013, Japanese shares surged 2.8%, helped by a weaker Yen and very strong performance from the country's automakers (Suzuki +7.94%, Toyota +6.37%, Mazda +6.32%, Mitsubishi +5.62%, Nissan +5.30%, Honda +3.97%). The Yen dropped to a 2.5 year low against the dollar, extending losses for an 8`6 straight week, on thoughts that the Bank of Japan will boost its money supply to end deflation (BOJ will hold its first policy meeting January 21-22). On its first trading day of 2013 as well, with weak PMI numbers, China saw most stocks trade lower but the SHCOMP finished with a gain of 0.35% with help from gains in financial and construction names. Shares elsewhere in Asia generally traded lower following the US after minutes from the US Federal Reserve said they may end their $85b monthly bond buying program within the year. Relatively quiet in Europe this morning as it trades lower also from the hawkish FOMC minutes and ahead of the US jobs report due out this morning. Eurozone CPI came in at 2.2% vs estimates of 2.1% and Eurozone Services PMI were reported in-line at 47.8. Gold leading commodities lower with the dollar's strength over the yen. SPA's +0.4 handles = 1454.00 last. "'December Labor Report © 8:30am (Ests: NFP +153k / PP +150k, 7.7% unemployment)"' • Coinstar CEO Davis to retire in March to be replaced by CFO (trading -3.5%) • Rovi announced to pursue sale of its Rovi Entertainment Store biz (trading +5%) • Transocean agreed to settle federal cla