Epstein Secrets

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

iced at $22 (above range), Mix Telematics (MIXT) 6.3M ADS priced at $16/sh (high-end) US Key Research: ••• GS downgrades FL, Compass Point cuts DV, Jefferies initiates XXIA (buy), CS downgrades SPH • DB upgrades IHS (buy), Wells upgrades STJ, JPM upgrades CSCO, Raja downgrades LEAP RBC initiates VNTV (op

• 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

vercrest Asset Management (SAMG) 4.79M shares priced at $11 IPO's: IBEX LN, MATAS DC, KGX GY, Ocean Yield books closing today US Key Research: ••• Jefferies initiates OCN/PMT/WAC (buys) & NSM/PFSI/PHH (holds), Roth re-establishes BDE (neut) •••• Opco initiates ZINC (op) & PANW/HXL (perform), SocGen initi

icago PMI, U. of Michigan Consumer Confidence, Earnings (BBRY, FINL) Sunday: China NBS/HSBC manufacturing PMIs Key Events on the Horizon July 1 — Mark Carney takes over as BOE Governor July 4 — BOE/ECB rate decisions July 10 — Fed Minutes from June 18/19 FOMC meeting July 11 — BOJ rate decision July 21

IPO's (lock-up expires): Tumi Holdings (TUMI) US Key Research: ••• Barcap reinstates NDAQ (ow), Citi downgrades MOSNHS, DB initiates ADS (buy) ••• Jefferies upgrades ADBE (buy), JPM upgrades BSAC & downgrades RBCN ••• Piper upgrades ARMH, Roth adds DGIT to focus list, Stifel upgrades MLNX (buy) ••• SunT

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

hrough JPMorgan, Deutsche and BofA US Key Research: ••• Barcap downgrades FOSL, Citi downgrades AMP, DB downgrades ALL, GS upgrades SHOO (buy) ••• Jefferies downgrades KRFT, Roth initiates CSIQ (buy) & upgrades MSTR (buy) • Piper downgrades QCOM, Raja downgrades EAT & upgrades TCBK, MS downgrades TEVA •

at Switzerland is closed for holiday today (National Day). BOE & ECB coming up @ 7am & 7:45am respectively. No changes expected for the BOE although Mark Carney and team will present their review of introducing forward guidance for the first time. ECB should remain dovish and reiterate its forward guidance b

IPO priced at $18 (above), Ardmore Shipping (ASC) 10.0M share IPO prices at $14.00 (below) EFTA00386462 US Key Research: • ISI downgrades MDAS, Jefferies downgrades EDG & increases AAPL pt, Roth cuts BJRI ••• Opco upgrades GPN & initiates MJN (perform), Citi cuts JCP (sell) & upgrades LPLA (buy) • DB