Epstein Secrets

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

NTGR (sell) ••• Wells cuts HPQ/LUFK & upgrades RAX/GLP, Key upgrades FIX (buy), Janney initiates GOOG (buy) ••• CS upgrades HNT, BMO upgrades KEY, Nomura upgrades MGM, UBS cuts VHS, Opco assumes CPHD (op) Europe Key Research: ••• Citi upgrades the Spanish Banks (SAN SM, BBVA SM, BKT SM, CABK SM) & up

fter 6pm EST June 21 — Updates to the lists of adds/deletes for the Russell Rebalance June 28 — Russell Rebalance on the close of trading July 1 — Mark Carney takes over as BOE Governor September — German elections Ike Groff 1680 Washington Blvd 'Stamford, CT 069011 It ,Description: Descrintion: I@ Th

•• Raja downgrades BC, CS cuts CLX & upgrades RBC, Evercore initiates MHP (ew) Europe Key Research: • UBS downgrade ATLN VX, ENG SM, upgrade MS IM, Nomura upgrade CBK GY, ULVR LN • JPM upgrade ACA FP, HYDR RM, IRAO RM, initiate DCC LN (n), Nordea upgrade PNDORA DC • RBC downgrade WOS LN, Citi downgrad

eeds to be more like Germany' in business Telegraph • Standard Chartered planning to push into Iraq Telegraph • Let's make the most of the clever Mark Carney Telegraph • Bond and equity returns could both end up in doldrums Telegraph • British sugar giant caught in global tax scandal Guardian • Europ

ST & downgrades PRI and SIAL (sell), Barcap initiates USAC (ow) • Key upgrades KNX/SWFT/HTLD (buy's) Europe Key Research: • Citi downgrade TCG LN, Nomura upgrade ETL FP, JPM upgrade BBVASM, LKOH RM, NEX FP • BofAML downgrade RICHT HB, CGL LN, upgrade KOZAL TI, reinstate ABE SM (n), ATL IM (up), ••• G

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

s GPS/CRI (op) & ASNA (up) & ANN/CHS/PLCEJLTD (mp), Evercore initiates EVC (ow) Europe Key Research: • DB downgrade OTE1V FH, reinstate ABI BB (b), Nomura upgrade AC FP ••• GS remove HOT GY from cony buy, dig FR FP, initiate ANH LN (b), initiate ANH LN (b) ••• UBS upgrade APN SJ, GBF GY, KPN NA, Bern