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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
es covered in survey James Grant of Grant's Interest Rate Observer is said to be very bearish Leading European Sectors: Telco +0.26%, Tech +0.25%, Trav/Les -0.06% Lagging European Sectors: Utilities -0.69%, Real Estate -0.54%, Banks -0.52% SAFE withdraws ipo - CAST delays 10-k filing - DPZ $3/shr speci
). 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%)
on Asia demand UK January factory output prices rose 0.5% versus estimate +0.1% (fastest pace in 9 months) Leading European Sectors: Tech +1.16%, Trav/Les +0.19%, Food/Bev -0.01% Lagging European Sectors: Chemicals -1.26%, Insurance -1.25%, Banks -1.04% MPWR tops eps 4c - BRKS rev forecast beats - LF
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 —
• Thai judge strikes blow at PM Yingluck as protesters ready to shut down the capital (Time) Leading European Sectors: Banks +0.56%, Tech +0.48%, Trav/Les +0.47% Lagging European Sectors: Utilities -1.01%, Food/Bev -0.56%, Oil & Gas -0.54% AN CFO leaving — MIDD buys Market Forge — SPRT guides up FSFR
the text will be released pre-open at 8:30am. SPA's -4 handles = 1667 last. ***Mortgage Apps @ 7am, Housing Starts @ 8:30am, Beige Book @ 2pm*** "*Bernanke's testimony to House Panel released @ 8:30am (delivers testimony @ 10am)*** ***ABT, BAC, BK, GWW, MAT, MTB, NTRS, PNC, STJ, TXT, USB #'s pre-open'""
K jobless claims fall at fastest pace in 3 years in June (-21,200 versus estimate -8,000) Leading European Sectors: Basic Res +0.89%, Retail +0.03%, Trav/Les +0.02% Lagging European Sectors: Autos/Parts -0.90%, Construction -0.84%, Chemicals -0.74% ZAGG cuts rev forecast — WTFC eps beat — MRTN eps/revs m
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
evenues touch light, pre-tax profit looks better, H1 dividend 12.7p (trading +2.0%) Leading European Sectors: Basic Res +1.13%, Fin Services +1.09%, Trav/Les +0.97% Lagging European Sectors: Banks -0.42%, Chemicals +0.20%, Retail +0.29% BRK/A operating eps beats — CLF pact w union — DPS $31M tax benefit
Entities connected to both Bernanke and Trav/Les

Barack Obama
PERSONIke Groff
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Lesley Groff
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Barron
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Michael Jackson
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Bloomberg L.P.
ORGANIZATIONBarcap
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Samantha Power
PERSONJefferies
ORGANIZATIONBaird
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Piper
PERSONStifel
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Wells
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Horizon
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Philadelphia Fed
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David Cameron
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Tony Blair
PERSONJanney
PERSONEmpire Manufacturing
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Evercore
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