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t Heading? Barron's • Royal Navy ships to sail to Gibraltar amid tension with Spain FT • BoE rate vow set to fuel buy-to-let mortgage boom FT • Mark Carney plays down skepticism over interest rate policy FT • Iraq's faltering oil resurgence raises price fears FT • Obama's Putin snub puts new focus on
rades SPT LN & CORA NA, UBS downgrades LRE LN • Commerzbank upgrades WCH GY, JPM upgrades ADP FP & downgrades FFtA GY, Baader downgrades BEI GY ••• Kepler initiates F IM (reduce) & HAW GY (buy), Nordea downgrades VWS DC, Exane upgrades CBK GY ••• Investec upgrades HSBA LN, Shorecap downgrades DGE LN, H
• Talk the austerity talk, just don't walk the walk Guardian (Comment) Key Events Next Week Monday: Construction Spending, ISM June manufacturing, Mark Carney takes over as BOE Governor, Euro June PMI manufacturing, Earnings (API, XTRX) Tuesday: ISM New York, Factory Orders, Vehicle Sales, RBA rate decisi
i upgrades GNK LN • SocGen upgrades BVIC LN, JPM initiates GN DC (ow) & downgrades HSV LN, DB upgrades VOD LN • Exane downgrades HNR1 GY & MUV2 GY, Kepler says stay underweight Telecom sector, Kepler reits sell PSON LN • Exane upgrades SDR LN, Commerzbank upgrades DEX GY and downgrades G1A GY, CS reits
oves it Telegraph • In euroland, politics has triumphed over economics Telegraph • Britain's baby boom will affect our economy more than anything Mark Carney does Telegraph • Immigrants face £1,000 healthcare levy Guardian • Lord Mendelson warns HS2 will be an 'expensive mistake' Guardian • To rein i
owngrade GEBN VX, RBC initiates FOGL LN (op) RBC initiate FOGL LN (op), Barclays upgrade EBS AV, RBI AV, ABN initiates STM FP (h) & IFX GR (b) ••• Kepler re-initiates ASY FP (b), Bankhaus Lampe initiates MLP GR (b), Sarasin upgrades Al FP Reporting Pre-Open: BSET, ISCA Economic Data: MBA Mortgage App
th UK escalates Independent • Rivals leaving Britain behind in 'global race' for recovery Independent • Watching and waiting to see what Governor Mark Carney's interest rate 'guidance' will mean for UK growth Independent • Hamish McRae: It is in Europe's interest to be nice to us — even if we do want a
LN (buy), SocGen downgrades RBS LN • UBS downgrades OPHR LN & POLY LN, SocGen downgrades RF FP, Citi upgrades TCG LN, Swedbank upgrades MEDAA SS • Kepler downgrades DIA IM, Titan Cement upgrades TITK GA, Liberum upgrades PSM GY (buy), KBC upgrades RCUS BB • Citi raises price target SKYD GY, Citi name
Entities connected to both Mark Carney and Kepler

Barack Obama
PERSON
Lesley Groff
PERSONIke Groff
PERSON
Horizon
ORGANIZATION
Bloomberg L.P.
ORGANIZATIONJefferies
ORGANIZATION
Barron
PERSON
Jeffrey Epstein
PERSON
Stanford University
LOCATIONNomura
ORGANIZATIONBarcap
ORGANIZATIONUS Key Research
ORGANIZATIONCarney
PERSONStifel
ORGANIZATION
Marc Rich
PERSON
Michael Jackson
PERSON
Samantha Power
PERSON
Bernanke
PERSONNordea
ORGANIZATIONWashington Blvd '
ORGANIZATION