Epstein Secrets

t ) Jan 20 — MLK Day in the US (Markets Closed) Jan 15 — Brazilian rate decision Jan 21 — State of the Union Address Jan 29 — FOMC rate decision (Bernanke's last meeting, no press conference) Feb 7 — Debt ceiling deadline (Treasury can use extraordinary measures for — 1 month past this date) Feb 17 —

e of 51 contracts per day. Secondaries/Blocks (announced/priced): RBCN, CDR, RSE, KGX GY IPO's: City Office REIT (OFFC) files for $115M IPO through Janney and Wunderlich US Key Research: Bofa upgrades IART & cuts TCS, Barcap cuts HUMIMGLN, Berenberg cuts VECO • BMO downgrades LLY, BTIG initiates BSX/

tes RGRISWHC (buy) ••• CS initiates CAKE/CMG/EAT/SBUX (op) & BKW/MCDNUM (neut) & DRI (up) & cuts USB ••• GS reinstates PCL (neut) & downgrades CPA, Janney initiates FLS (buy) • Jefferies initiates BAC/JPM (buy) & C (hold), MLV initiates ORMP (buy) EFTA00376743 • MS cuts NBIX/ZTS & upgrades VRX & ini

ires August 27-30 - Republican National Convention begins (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)

& resumes TIBX (neut) & initiates PANW (buy) Key Research: Citi initiates CYOU/GA/PWRD (buy's) & GAME/NTES (neut's) & downgrades GRPN Key Research: Janney downgrades NWY, CLSA initiates ARW/AVT/TECD (op) & IM (uw) Key Research: UBS initiates PANW (neut) & upgrades MCRO LN and ELN (buy), Piper initiates

lard of the mindset that there is still time to monitor the situation. Yellen comments tonight in Boston (7pm) will also be closely watched ahead of Bernanke's JEC testimony tomorrow. Hilsenrath article in WSJ< mod=WSJ_hp_LEFTWhatsNewsCollection> says the Fed will consider more action at its upcoming m

's: N/A Key Research: Jefferies initiates EDG (buy) & downgrades RAX & upgrades CLR (buy) Key Research: Baird downgrades FMER, Citi downgrades NSM, Janney initiates CSE/CIT (buy's) Key Research: JMP initiates FB (op), CS upgrades PHM/RYL/SWN, BNP upgrades RRC (buy) Key Research: DB upgrades TTM and NU

XY $79.92 (+3c) Crude $106.93 (+59c) Gold $1699.70 (-10c) Silver +0.66% FOMC statement this afternoon (no big changes expected to message and no Bernanke press conference afterwards but he will be speaking tomorrow morning at 9am in Nashville). Merkel & Monti meeting today @ 12pm EST followed by a ne

to Conviction Buy List Key Research: Citi downgrades ISAT LN (sell) & initiates MTDR (neut) and IPCM (buy), HSBC downgrades GLE FP Key Research: Janney upgrades NWY (buy), Kepler initiates Prada (hold), Stifel initiates ETN/IEX (buy's) and CIR (hold) Reporting Pre-Open: AAON, ADES, BKR, BWEN, EBIX,

& retail sales domestically points China to a possible softer landing). S&P off 0.26% (1191) this morning ahead of RAC #'s out at 7am (GS @ 8am) and Bernanke speaking today @ 12:30pm in Boston ***PPI @ 8:30am, Housing Market Index @ 10am*** ***BAC & GS #'s pre-open, AAPL/INTC/CSX/JNPR/YHOO/ISRG after cl

U/M and others Key Research: Atlantic upgrades WYNN, Piper upgrades CAKE & downgrades PFCB/SQNM/CTRP Key Research: Ticonderoga initiates CE (buy), Janney downgrades BMI, SunTrust downgrades CAD Key Research: William Blair initiates DLLR/FNGN/GDOT/MGI/WXS (op's) & ADS/DFS (mp's) & assumes AXP/CATM/MA/

m/m in March. G7 FinMins & Central Bankers meeting today in the UK. Bemanke is speaking this morning in Chicago. SPA's +2 handles = 1626.80 last. "*Bernanke speaks at 9:30am (Chicago), Treasury Budget @ 2pman • Priceline.com posted Q1 beat but profit forecast fell short on sovereign debt concerns (tradi

ates WDAY (op) ••• Baird downgrades LOPE, BMO initiates TEVA/ACT/AGN (op) & AGN/MYUFRX (up) ir Wells initiates ENSG (mp) & ESC (op) & upgrades BSX, Janney initiates DDD (buy) ••• UBS cuts AES, SocGen upgrades BA, Wedbush initiates ININ (neut) & JCOM/NUAN (op) ••• Johnson Rice downgrades MDR, JMP downg