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 —

YC and WCC (buy) & cuts UTX, Bernsteain upgrades UNP • DB upgrades HSY/KRFT (buy) & downgrades DF/SJM Europe Key Research: • ABG upgrade ERICB SS, Beren upgrade TEL2B SS, CBK upgrade EVK GY, AMP IM • BofAML downgrade WDH DC, SZG GY, AKE FP, BAS GY, upgrade El FP, Al FP, LIN GY • DB initiate AOI SS,

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

ixis downgrade CPR IM, Equita u/g GEM IM ••• SocGen upgrade LMI LN, add AV! LN, RIO LN, to prem list, Medio downgrade AEF IM • Cant upgrade ADS GY, Beren downgrade SN/ LN, ING downgrade GRONT NA, Nordea upgrade AKER NO • Exane upgrade HFD LN, downgrade BIC FP, JEFF downgrade HWDN LN, TPK LN, GN5 ID R

, 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

LN (b), Exane downgrade STL NO, IMG LN, Numis initiate ESUR LN (add), ulg BET LN ••• SocGen downgrade DEC FP, MAQ upgrade GKP LN, downgrade IFL LN, Beren downgrade TEL NO ▪ RAYJ downgrade ADP FP, Investec upgrade AFR LN, downgrade FPM LN, AOI SS Reporting Pre-Open: DISCA, DTV, EMR, FE, FOSL, HCN, HSI

Steps Up WSJ • Greece Is Warned of New Aid Gap WSJ • Credit Suisse Nears Sale of Private-Equity Unit WSJ • Bond Slump Saddles Big Banks WSJ • Bernanke keeps America's money taps turned on full The Times • New Siemens boss vows to restore morale but dismisses talk of crisis The Times • Obama may

e ANH LN (b), initiate ANH LN (b) ••• UBS upgrade APN SJ, GBF GY, KPN NA, Bern downgrade BARC LN • JP downgrade URKA LI, COLR BB, Barc -Eve ABI BB, Beren initiate VASTN NA (b) ••• MAQ remove ITV from cony buy, downgrade RWE GY, upgrade AF FP ••• HSBC downgrade BNR GY, NXT LN, Citi downgrade DUFN SW,