Epstein Secrets

lete June 18/19 - G20 leaders meet in Los Cabos, Mexico June 20 - FOMC announcement (including individual economic and interest rate projections & Bernanke press conference) June 22 - Russell Rebalance June 28/29 - EU leaders summit Ike Groff 1680 Washington Blvd Stamford, CT 069011 e• mailto: (Desc

ABB, Raja downgrades SAPE, Lazard initiates TSLA (buy), Davenport upgrades UDR, RBC upgrades MOG/A, UBS downgrades BBVA (sell), BNP downgrades TSM, Wells initiates XNPT (op) Reporting Pre-Open: KR, MDCI, NTSC, PIR, SCHS, SFD, WGO Reporting Post-Close: CIDM, CPST, LAKE, SYUT Economic Data: Current Ac

rcap Retail and Restaurant Conference (NYC), Earnings (ALXN, APD, BHI, COH, HSY, MMM, R, T, WU, X, AAPL, BIDU, JNPR) Wednesday: FOMC Rate decision (Bernanke press conference after), NZ cash rate, Earnings (BA, CAT, GLW, GD, DPS, HST, LO, S, SAP GR, CTXS) Thursday: Chicago Fed Nat Activity Index, Pending

nfoblox (BLOX) 7.5M shares priced @ $16, Proofpoint (PFPT) 6.3M shares priced @ $13 Key Research: Citi downgrades ALTR/ABFS, Imperial initiates NM, Wells downgrades FHN/CHK, DB downgrades SNDK Key Research: Piper initiates PRX/QCOR (ow's) and SGNT (neut), Brean Murray upgrades NJR (buy), Davenport i

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 speaks Aug 31 @ 10am, Lagarde speaks Aug 31 @ 2:30pm, Draghi speaks Sep 1 @ 12:25pm) September 3-6 - Democrat National Convention (Charlotte, NC)

es APKT, RBC downgrades MRVL, CLSA initiates BEAM (up) EFTA00406607 Key Research: Evercore cuts GRPN, Jefferies raises AAPL pt & downgrades VVUS, Wells upgrades VIAB Key Research: JPM upgrades COG & initiates HFC/VLO (neut's) and PSX/TSO (ow's), FBR initiates FCEL Key Research: Susquehanna initia

). Meanwhile another 48 hour strike has begun in Athens today. ***Trade Balance @ 8:30am, Michigan Confidence @ 9:55am, Treasury Budget @ 2pm*** ***Bernanke speaks on housing @ 12:30pm, China trade data tonight*** China exports -0.5% and imports fell more than expected in January (-15.3% vs est -3.6%)

es XCO/SLGN/ORLY/TLEO & upgrades ALXN/SEE Key Research: GS adds ATVI to Conviction Buy list & resumes SYMC (neut) & upgrades EFX (buy) & cuts NCR, Wells upgrades PROJ Key Research: JPM downgrades NOBN VX, Moke downgrades CRUX, UBS downgrades ING/KIM, MS initiates BEAV (ew) & CELG (ow) Key Research:

prices 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) September 5 — BOEJECB rate decisions September 7 — Australian election September 18 - FOMC rate decision September 22 — German ele

high-end) US Key Research: ••• GS downgrades FL, Compass Point cuts DV, Jefferies initiates XXIA (buy), CS downgrades SPH • DB upgrades IHS (buy), Wells upgrades STJ, JPM upgrades CSCO, Raja downgrades LEAP RBC initiates VNTV (op) & downgrades MPW & upgrades RGLD, SunTrust initiates THO (buy) Europe

K, AMAT, ARUN, JCP, JWN, SINA) Friday: U. of Michigan Consumer Confidence, Leading Indicators, China April Property Prices, Earnings (BH) Saturday: Bernanke speech at Bard College at Simon's Rock Commencement "Economic Prospects for the Long Run" (11am), Final FB lock-up Key Events on the Horizon May26

pgrades ELX, UBS upgrades FIO (buy) ••• MS upgrades RY & downgrades BMO & initiates MNST, Roth downgrades SCTY .. DB downgrades GFI & upgrades CPA, Wells initiates LMOS (op), Citi upgrades MDRX (buy) • Nomura initiates KMX (buy), BMO initiates CBS/DIS (op's) & NWSA/WXNIAB (mp's) ••• Evercore initiate

JCP, JWN, SINA) EFTA00390485 Friday: U. of Michigan Consumer Confidence, Leading Indicators, China April Property Prices, Earnings (BH) Saturday: Bernanke speech at Bard College at Simon's Rock Commencement "Economic Prospects for the Long Run" (11am), Final FB lock-up Key Events on the Horizon May26

• Citi upgrades GPS (buy), GS reinstates SWY (sell) & downgrades GLNG (sell), Barcap cuts WDR • Piper initiates HALO (ow) & PDLI (neut) & cuts EAT, Wells downgrades RGP & initiates UIL (op) ••• Baird initiates LNKD (neut), Opco downgrades RENN, BMO upgrades ARO/PSB, Longbow cuts MOLX ••• Raja downgra

, Earnings (AES, APA, CVC, DF, PCP, WIN, XRAY, CFN, NVDA) EFTA00390878 Friday: Treasury Budget Statement, G8 Fin Min / central bank meeting (UK), Bernanke speaks at Chicago Fed conference, Earnings (BECN, TRLG, ADEP) Key Events on the Horizon May26/27 — Mayoral elections in 720 cities across Italy J

O (mp) & JCP (up) ;••• William Blair initiates CMRX (op), Opco upgrades APO, Piper initiates OMTH (ow), JPM downgrades RBS ;••• JMP downgrades IRF, Wells initiates WAC (mp) Europe Key Research: ••• JP upgrade VK FP, initiate ESUR LN (ow), HTY LN (ow), downgrade RBS LN, ADM LN, GS initiate HTY LN (b),