Epstein Secrets

Greek debt write-off once they reach budget surplus (Bud) • EU ministers may reach ECB oversight deal on December 4, officials say (Bloomberg) • Macau casino revenue +7.9% y/y in November versus median analyst estimates +8.0% • Australia near ytd highs ahead of RBA decision tomorrow (swaps show 84

igan Confidence, Earnings (BNS CN) EFTA00400429 Saturday: China CPI & PPI Sunday: China retail sales/industrial production/FAI Key Events on the Horizon December 12 - FOMC rate decision December 22-January 20 - US Congress scheduled to adjourn January 30 — Launch date for RIM's Blackberry 10 Ike G

(lowest yield on record, again) South Korean exports -8.8% in July (most since Sept. 2009) vs est of a 3.7% drop (inflation 12yr low) Gaming (+2%) Macau July casino revs MOP 24.6bn, +1.5% YoY (expectations lower b/c typhoon) SoFun Holdings said China's avg home prices rose 0.33% in July MoM to 8,717

BEAM, CLX, DUK, K, SEE, AIG, ATVI, KFT, CBS, SUN, ZIP, ALE) Friday: July Employment Report, Earnings (NYX, PPL, VIAB, WPO, BPO) Key Events on the Horizon August 20 - Tentative date for ESM to become operational, C3.2 billion Greek state bond held by ECB expires August 23/24/25 - Fed's Annual Economi

in May Spain's budget minister will urge regions to deepen budget cuts (meeting in Madrid EFTA00407721 4:30pm CET) Gaming (-0.17%) DB & RBC say Macau July casino revs may drop 6%-7% on effect of typhoon Vicente Japan's unemployment rate unexpectedly declined in June to 4.3% versus estimate 4.4%

BEAM, CLX, DUK, K, SEE, AIG, ATVI, KFT, CBS, SUN, ZIP, ALE) Friday: July Employment Report, Earnings (NYX, PPL, VIAB, WPO, BPO) Key Events on the Horizon August 20 - Tentative date for ESM to become operational, C3.2 billion Greek state bond held by ECB expires August 23/24/25 - Fed's Annual Economi

KY225 had biggest one-day % gain in almost 2yrs - only 8 names in the index closed down on the day. Outside of Japan news flow was light except for Macau names which got slammed in HK (-5%) after a London Times article renewed fears of a major junket crackdown following the Chinese New Year (Times). O

: Trade Balance, Wholesale Inventories, Earnings (ETR, MCO, LH, BPL) Sunday: Chinese New Year (closed for a week starting Feb 11) Key Events on the Horizon February 10 — Chinese New Year February 12 - Obama delivers State of the Union February 19/20/21/22 — CAGNY Conference in Boca Raton (Consumer Sta

nsurance -1% and brokers -1.5%) after more chatter that China's govt may take steps to cool the market. In HK, the HSI was higher, helped in part by Macau (+2.8%) which saw a bounce after the recent drubbing (H-shares underperformed on the weakness in mainland). Japan was back online after yesterday's

ents This Week Thursday: Christmas (Markets closed) Friday: Boxing Day (European markets closed), China industrial profits (Nov) Key Events on the Horizon EFTA00356158 Dec 29 — Greece Presidential vote (final round 3) Jan 7 — Consumer Electronics Show (CES) begins in Las Vegas Jan 8 - BOE rate deci

ility of property development and investment (dampening further curb concerns). H-share property plays squeezed higher off the news, in addition to Macau names which were stronger on chatter that daily run-rates picked up during the last week of the month (July GGR due next week). TENCENT (-3.3%) offs

on-manufacturing PMI July, Earnings (ANR, CBOE, CVC, CVX, EAT, RBS, TXU, OZM, VIA) Sunday: HSBC services China PMI (Sunday night) 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) Septembe