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)

earch: Nomura upgrades ITV LN, Vontobel downgrades BAER VX, Canaccord downgrades AV/ LN Key Research: Citi upgrades DELB BB, MS downgrades PSON LN, Berenberg upgrades TDC DC, Key Research: UBS upgrades ELN ID, BofA initiates GENL LN (buy), Commerzbank downgrades EOAN GY Reporting Pre-Open: EL, HD, TJX,

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

S downgrades DSV DC & initiates EPAM (buy) & upgrades NUE/STLD (buy's) Enskilda downgrades HMB SS, HSBC downgrades AIXA GY/VIP, Exane positive LLOY Berenberg upgrades IFX GY, Exane upgrades ANTO LN, Jefferies upgrades COF/EXM SocGen initiates IHG LN with sell, CLSA upgrades CL, BMO upgrades GPS Reporting

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 —

'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 initiates RGRISWHC (buy) •••

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

EVA • Wells downgrades HSH, Citi downgrades AMP, CS downgrades SFY Europe Key Research: ••• GS upgrades DRX LN & reiterates conviction buy BNP FP, Berenberg downgrades CPI LN & AKZA NA • DB upgrades MS IM, CS downgrades SFER IM, GS reinstates BET LN (buy), SocGen downgrades RBS LN • UBS downgrades OPHR