Epstein Secrets

ointing to disappointment over the lack of a high-level agreement on TPP at the Obama/Abe press conference as well as de-risking ahead of tomorrow's Tokyo CPI numbers as reasons for the weakness. Australia and New Zealand were modestly firmer ahead of tomorrow's closure for ANZAC Day. The RBNZ raised

es with Coke pay plan Telegraph Key Events This Week 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 EU/IMF bailout program Ike Groff 1680 Washington Blvd 'Stamford, CT 069011 It La

ts were higher overnight reversing some of yesterday's selloff, especially in Japan where the NKY225 hit its highest level since Sept 2008. Gains in Tokyo were yen-led after the current BOJ governor, Masaaki Shirakawa announced his intention to end his term 3 weeks early, on Mar 19th. This accelerates

: Trade Balance, Wholesale Inventories, Earnings (ETR, MCO, LH, BPL) Sunday: Chinese New Year (closed for a week starting Feb 11) Key Events on the Horizon February 10 — Chinese New Year February 12 - Obama delivers State of the Union February 19/20/21/22 — CAGNY Conference in Boca Raton (Consumer Sta

-1.5% vs est +0.0%) despite the RBA cutting interest rates six times since last November. In Japan, potential BOJ candidate Haruhiko Kuroda spoke in Tokyo and reiterated that a 2% inflation target is appropriate and that monetary policy alone can achieve the goal. He also commented that the yen is in a

M, PEP, TAP, WM) Friday: Empire Manufacturing, US IP, Michigan Consumer Confidence, TIC Flows, Earnings (AEP, CPB, SJM, VFC, WBC) Key Events on the Horizon February 19/20/21/22 — CAGNY Conference in Boca Raton (Consumer Staples) February 24/25 — Italian elections February 27 — First repayment for LTRO

s the biggest reporting day for the Nikkei 225, with 55 companies reporting results. There were some big moves in both directions with KDDI (+6.9%), Tokyo Electron (+3.7%) and Sumitomo Electric (+8.3%) on the winning side and Denso (-4.3%), Fuji Heavy (-6.9%) and Softbank (-0.95%) on the losing end. S

on-manufacturing PMI July, Earnings (ANR, CBOE, CVC, CVX, EAT, RBS, TXU, OZM, VIA) Sunday: HSBC services China PMI (Sunday night) Key Events on the Horizon August 21 — Fed Minutes from July30/31 FOMC meeting August 22-24 — Jackson Hole Annual Economic Policy Symposium (Bernanke not attending) Septembe

n. NKY225 opened stronger and closed on its highs +2.88% as JPY weakened to a 2.5yr low vs USD (90.85). Japan's Dec CPI released before the open in Tokyo showed the 7th decline in 8 months (core CPI -0.2% y/y vs est -0.2%) and boosted speculation that the BOJ will need to re-think the timing of the ne

struction Spending, Michigan Confidence, Auto Sales, ISM Manufacturing, Eurozone PMI, Earnings (BEAM, CVX, LM, IR, LYB, TSN, XOM) 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

nks Face Tougher Standards WSJ • Koch Brothers Angle for Bigger Role in Wall Street Deals WSJ • Cosco Group Chairman Wei Jiafu Steps Down WSJ • Tokyo's New Economic Policy Mix Stirs Hope and Fear, Poll Shows WSJ • Portugal's Government Thrust Into Turmoil WSJ • Brazil's President Proposes Overh

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

ging" them to increase lending efforts to non- traditional industries and to help support domestic consumption. The Nikkei reversed earlier losses as Tokyo Electron (+7.1%) led chip- equipment makers higher and exporters rebounded on a weaker JPY as BOJ Governor Haruhiko said global policy makers would

V, RTN, SWY, TWC, UPS, BIDU, CB, SBUX, VRSN) Friday: GDP, U. of Michigan Consumer Confidence, Earnings (ABBV, CVX, VFC, TYC, WY) Key Events on the Horizon May 1 - FOMC rate announcement EFTA00391985 May 2 — ECB rate announcement May 8 — Ira Sohn Conference NYC May 9 — BOE rate announcement May26/