Epstein Secrets

makers China's Ministry of Railways increased spending on railroads and bridges for the 2nd time this month CBRC plans to conduct stress tests for Shanghai banks in H2 to gauge property lending & liquidity risks India held rates at 8% as expected (cut SLR to 23% from 24%) (cut GDP & raised inflation f

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

e under pressure (CR Power -9.6%, CR Ent -4.2, CR Cement -4.1%) following reports that China anti-corruption agency is investigating their chairman. Shanghai saw a late day rally after struggling most of the day on IPO resumption concerns. The Kospi managed to close above 2000 as foreign and pension mone

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

rers to invest in Chinext IPOs and also on comments from the CSRC recommending large corporates whose share price is sub-book to conduct buy backs. Shanghai struggled to hold onto gains on the usual IPO related liquidity concerns and ahead of tomorrow's release of December CPI/PPI data. South Korea under

allenger Job Cuts, Raja Government Services & Tech Summit (DC), Earnings (AA, PSMT, SVU, AYI) Friday: December Employment Report Key Events on the Horizon EFTA00376746 Jan 13-15 — ICR Retail Xchange (Orlando) (link) Jan 13-26 — North American International Auto Show ft ) Jan 20 — MLK Day in the US

Hong Kong outperformed as it grinded higher to close near the highs led by the heavily shorted names and the HSI firmly reclaimed the 20,000 level. Shanghai struggled a bit but did manage to eke out a small gain, but the divergence in the NH spreads on dual listed names was notable as several were larger

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

September). Japan outperformed with the Nikkei closing above 14,000 as the JPY weakened late in the day and earnings helped give sentiment a boost. Shanghai also finished strong after the China manufacturing PMI beat, coming in at 50.3 vs. consensus at 49.8 (while the HSBC Markit number came in at 47.7,

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