Epstein Secrets

ses of private sector bonds, another LTRO, and/or clarifying senior/non-senior status of ECB bond purchases. It is interesting to note that despite Draghi's aggressive comments last week, a survey done by SocGen's FX team of their research client base finds that 69% of investors think the ECB will dis

, III +5 DXY $82.80 (-25c) Crude $89.34 (+43c) Gold $1608.60 (+$1.30) Silver -0.22% Copper -0.16% All about the ECB today (statement @ 7:30am, Draghi press conference @ 8.30am) (link<http://www.ecb.int/press/tvservices/webcast/html/webcast_120802.en.html>). Sueddeutsche thinks the ECB will announ

endent save-the-eurozone-7999340.html> Key Events This Week Friday: July Employment Report, Earnings (NYX, PPL, VIAB, WPO, BPO) Key Events on the Horizon August 20 - Tentative date for ESM to become operational, C3.2 billion Greek state bond held by ECB expires August 23/24/25 - Fed's Annual Economi

a, FL) August 31-Sep 1 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY (Bernanke speaks Aug 31 @ 10am, Lagarde speaks Aug 31 @ 2:30pm, Draghi speaks Sep 1 @ 12:25pm) September 3-6 - Democrat National Convention (Charlotte, NC) September 6 - BOE/ECB rate announcements September 7 - Xstrat

outlook) (trading +1.5%) Marvell Q2 revs & eps missed (gross margins fell) (citing global eco weakness) (trading -10%) Merkel says Germany backs Draghi on the conditions for ECB help (in Canada yesterday) GM seen planning global reorganization tackling "fiefdoms" according to Bloomberg EU Commissi

ner), New Homes Sales, Earnings (BIG, HRL, PDCO, ADSK, CRM) Friday: Durable & Capital Goods Orders, Earnings (MSG) EFTA00406609 Key Events on the Horizon August 27-30 - Republican National Convention (Tampa, FL) August 31-Sep 1 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY (Bernanke s

a, FL) August 31-Sep 1 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY (Bernanke speaks Aug 31 @ 10am, Lagarde speaks Aug 31 @ 2:30pm, Draghi speaks Sep 1 @ 12:25pm) September 3-6 - Democrat National Convention (Charlotte, NC) September 6 - BOE/ECB rate announcements September 7 - Xstrat

Earnings (DLTR, GME, ROST, SHLD, GPS, MRVL) Friday: Options Expiry, U. of Michigan Confidence, Leading Indicators, Earnings (SJM) Key Events on the Horizon August 20 - €3.2 billion Greek state bond held by ECB expires August 27-30 - Republican National Convention begins (Tampa, FL) August 31-Sep 1 - F

tend ZIRP into mid-2015 today and reiterate dovish stance of ready to act at any time if appropriate. ECB tomorrow the bigger event this week after Draghi's recent comments. Consensus seems to expect that (at a minimum) measures will be announced in which the EFSF will step in to buy sovereign debt fl

BEAM, CLX, DUK, K, SEE, AIG, ATVI, KFT, CBS, SUN, ZIP, ALE) Friday: July Employment Report, Earnings (NYX, PPL, VIAB, WPO, BPO) Key Events on the Horizon August 20 - Tentative date for ESM to become operational, C3.2 billion Greek state bond held by ECB expires August 23/24/25 - Fed's Annual Economi

2102 of €86.5 billion. ECB/BOE decisions coming up and likely to stay on hold on all fronts & focus will be on any additional commentary out of the Draghi press conference. European markets opened higher after a huge de-risk day yesterday but rolled off the highs on some headlines from MNI Newswire say

Key Events This Week Friday: U. of Michigan Confidence, Earnings (COV, WAVX, JCP) Sunday: Greek Parliament votes on 2013 budget Key Events on the Horizon November 12 — Eurogroup Meeting November 22/23 — EU Leaders Summit November 25 — Catalonia regional election in Spain Ike Groff 1680 Washington B

urozone Flash PMI April, Earnings (APD, BA, DAL, DOW, DPS, GD, IR, NOC, PG, AAPL, FB) Thursday: Durable Goods, Kansas City Fed, Obama visits Japan, Draghi speaks @ 5am EST, Earnings (ABC, AET, BTU, DNKN, GM, HSY, LO, MMM, UPS, WM, CB, MSFT, V, SBUX) Friday: Markit US PMI, Michigan Confidence, Earnings

DNKN, GM, HSY, LO, MMM, UPS, WM, CB, MSFT, V, SBUX) Friday: Markit US PMI, Michigan Confidence, Earnings (CI, F, MCO, VFC, WHR) Key Events on the Horizon May 5 - Ira Sohn Conference NYC 9 (link) May 17 — Portugal exits bailout program Ike Groff 1680 Washington Blvd 'Stamford, CT 069011 EFTA00370853

itics if they lose the ballot. European markets up across the board on a mix of short covering and real buying ahead of month/quarter end on Friday. Draghi spoke in Paris earlier this morning and said that the ECB stands ready to act again if needed but acknowledged there are limits to what monetary po

lance on close, Chicago 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

bama puts trade at heart of agenda FT • EU leaders seek seven-year budget deal FT • QE takes a toll on emerging economies FT • MPS bailout puts Draghi mission in focus FT • New aggression from the chancellor Lex • Great rotation: reasons not to believe Lex • The shadow of 1914 falls over the P

, Wholesale Inventories, Earnings (ETR, MCO, LH, BPL) Sunday: Chinese New Year (closed for a week starting Feb 11) EFTA00396310 Key Events on the Horizon February 10 — Chinese New Year February 19/20/21/22 — CAGNY Conference in Boca Raton (Consumer Staples) February 24/25 — Italian elections Februa

e and diverted to land in Vienna under suspicions Snowden may be on board (he wasn't). It's a 1/2 day in the US today (1pm close). ECB tomorrow and Draghi will likely deliver a dovish message and will prob be asked about Portugal etc. SPA's -9 handles = 1597.50 last. **TS equity markets close early to

ence Day, BOE/ECB rate decisions, Jobless Claims Friday: June Employment Report, Banks to submit mid-yr stress test result to Fed Key Events on the Horizon July 8 — EU FinMins to discuss Greece and decide on further action EFTA00388084 July 10 — Fed Minutes from June 18/19 FOMC meeting July 11 — BOJ