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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
t 23/24/25 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY September 7 - Xstrata EGM to vote on Glencore deal September 12 - Germany's Constitutional Court ruling on ESM S, Fiscal Pact November 6 - US Presidential Election EFTA00407583 Ike Groff 1680 Washington Blvd Stamford, CT 069011 e• mailto: >
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
al Convention (Charlotte, NC) September 6 - BOE/ECB rate announcements September 7 - Xstrata EGM to vote on Glencore deal September 12 - Germany's Constitutional Court ruling on ESM S Fiscal Pact September 13 - FOMC rate decision (economic & fed funds projections with Bernanke press conference to follow) November
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
al Convention (Charlotte, NC) September 6 - BOE/ECB rate announcements September 7 - Xstrata EGM to vote on Glencore deal September 12 - Germany's Constitutional Court ruling on ESM & Fiscal Pact September 13 - FOMC rate decision (economic & fed funds projections with Bernanke press conference to follow) November
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
t 23/24/25 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY September 7 - Xstrata EGM to vote on Glencore deal September 12 - Germany's Constitutional Court ruling on ESM & Fiscal Pact November 6 - US Presidential Election Ike Groff 1680 Washington Blvd Stamford, CT 069011 • (203) 302-7300 1• mailto:
Entities connected to both Draghi and Constitutional Court
Ike Groff
PERSON
Lesley Groff
PERSON
Bloomberg L.P.
ORGANIZATION
Barack Obama
PERSON
Michael Jackson
PERSON
Jackson Hole
LOCATION
Horizon
ORGANIZATION
Barron
PERSON
Piper
PERSONBaird
PERSON
Ghislaine Maxwell
PERSONBarcap
ORGANIZATION
Angela Merkel
PERSON
Bernanke
PERSON
George W. Bush
PERSONJefferies
ORGANIZATION
Wells
ORGANIZATION
Donald Trump
PERSON
David Cameron
PERSON
Charlotte
LOCATION