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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
0 (below), Green REIT plc IPO launch (€200M+ thru JPM & Davy, pricing July 12) 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 ••• Pip
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
(BLUE) files $86.3M through JP Morgan and Bofa, Esperion Therapeutics (ESPR) files for $70M through Credit Suisse and Citigroup US Key Research: • Barcap assumes NYX/AMTD (ew's) & JNS/WDR/ETFC/SCHW (uw's) & reinstates FXCM (ow) • Citi upgrades GPS (buy), GS reinstates SWY (sell) & downgrades GLNG (sel
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
y's) • Stifel upgrades USBNVFC (buy's) & cuts FITB/PDH and CMA/KEY (sell), RBC upgrades AOL ••• KBW upgrades RNST & 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,
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
s (HMHC) files for $100M through Goldman and Morgan Stanley, CommScope (COMM) files $750M through 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
Entities connected to both Mark Carney and Barcap

Lesley Groff
PERSONIke Groff
PERSON
Barron
PERSON
Barack Obama
PERSON
Bloomberg L.P.
ORGANIZATION
Horizon
ORGANIZATIONJefferies
ORGANIZATIONNomura
ORGANIZATION
Angela Merkel
PERSON
Stanford University
LOCATION
Wells
ORGANIZATIONStifel
ORGANIZATION
Bernanke
PERSON
Michigan
LOCATIONEmpire Manufacturing
ORGANIZATION
Draghi
PERSONSwedbank
ORGANIZATIONOsborne
PERSONUS Key Research
ORGANIZATION
David Cameron
PERSON