Epstein Secrets

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)

e and extends the time frame out until November expiration. Secondaries (announced/priced): DW, TRS, MWE, EDR, CLWR, EROC IPO's: N/A Key Research: Barcap initiates SCSS (ow) & ZZ (uw) and PANW (ew), Key downgrades SCSC Key Research: GS downgrades DPZ/ENVI & resumes TIBX (neut) & initiates PANW (buy)

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

)/GLE FP (buy) and BNP FP, Maxim initiates EXEL (buy), FIG downgrades FHN Key Research: JPM upgrades BRO & downgrades MMC, JMP initiates SYNM (mp), Barcap re- initiates PAA/ETE (ow's) Reporting Pre-Open: AEP, GE, HON, IR, JCI, KMB, MCD, SLB, ACU, AOS, BPOP, CP CN, IDXX, LBAI, MAN, NPBC, ORB, RCL, SR,

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

ed 4.25 Secondaries (announced/priced): N/A IPO's: N/A Key Research: Key Research: ABVT Key Research: (ow) Key Research: BMC Key Research: Barcap upgrades HTWR/AZN LN & downgrades NOVOB DC, BMO downgrades CHSI JPM upgrades ARM LN & initiates PPG (ow), RBC initiates IPHI (op) & downgrades MS u

Events This Week Tuesday: 614.4 billion in Greek Government bonds mature, Italy's Monti meets with labor unions, Housing Starts & Building Permits, Bernanke speaks at GW University, Paul Ryan to unveil Republican budget proposal, Illinois primary, Earnings (TIF, JEF, JBL, ORCL, SAI) Wednesday: MBA Mortg

uts Key Research: Key Research: Key Research: Sector (neut) Key Research: Key Research: Key Research: LN Key Research: Key Research: EBAY Barcap initiates APEI/BPI/EPAM (ow's) & TSL/YGE (ew's) & downgrades ATK CS initiates ANDY (op), DB upgrades ABT (buy), Evercore upgrades NVDA JPM downgrad

on the lightest volume day of the year by far, SPA's are currently flat = 1864.30 last. "'House Price Index @ 9am, Existing Home Sales @ 10am*" ""Bernanke speaks @ 11:45am, China Flash PMI for April tonight" ***BK, CMCSA, HOG, IPG, ITW, MCD, OMC, RF, SPG, TRV, UTX, XRX pre-open"' n'AMGN, DFS, FTI, GI

ce Holdings (1598665) files for $100M IPO through Citi, Papa Murphy's Holdings (FRSH) launches IPO (anticipated pricing May 1) US Key Research: • Barcap downgrades QEP, Brean initiates FSLR/SPWR (buy) & SUNE (hold) ••• Cantor upgrades NFLX (buy), Citi upgrades SRPT, CS upgrades FB ••• GS initiates H

). 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%)

L, EVEP, HALO EFTA00420115 IPO's (filed/priced): Synacor (SYNC) 6.8M shares priced at $5, GSE Holding (GSE) 7M shares priced at $9 Key Research: Barcap intiates GILD (ow) & IDIX (ew), Stifel initiates TIE (hold), SocGen upgrades CS, BB&T initiates MTW (hold) Key Research: Citi downgrades AKS and MA

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 —

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/ELGX/STJ (buy) & MDT (neut) ••• Compass point downgrades KFN, CRT initi

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

(BLUE) files $86.3M through JP Morgan and Bofa, Esperion Therapeutics (ESPR) files for $70M through Credit Suisse and Citigroup US Key Research: • Barcap assumes NYX/AMTD (ew's) & JNS/WDR/ETFC/SCHW (uw's) & reinstates FXCM (ow) • Citi upgrades GPS (buy), GS reinstates SWY (sell) & downgrades GLNG (sel

ABFS) 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

s (HMHC) files for $100M through Goldman and Morgan Stanley, CommScope (COMM) files $750M through JPMorgan, Deutsche and BofA US Key Research: ••• Barcap downgrades FOSL, Citi downgrades AMP, DB downgrades ALL, GS upgrades SHOO (buy) ••• Jefferies downgrades KRFT, Roth initiates CSIQ (buy) & upgrades