Epstein Secrets

DA & revs inline, raising FY guidance, mainly in Maersk line EFTA00406719 (trading +1.0%) Astrazeneca ups guidance after selling Nexium rights to Pfizer, ups guidance (trading +0.70%) Salzgitter Q2 inline (post profit warning June 26th), leaves outlook unchanged (trading +1.5%) Merck Q2 good beat

Earnings (DLTR, GME, ROST, SHLD, GPS, MRVL) Friday: Options Expiry, U. of Michigan Confidence, Leading Indicators, Earnings (SJM) Key Events on the Horizon August 20 - €3.2 billion Greek state bond held by ECB expires August 27-30 - Republican National Convention begins (Tampa, FL) August 31-Sep 1 - F

t Animal Health to Lilly for $5.4B (NOVN VX +2.3%, GSK LN +5.3%, LLY no volume) • Astrazeneca ADR's closed +8.8% yesterday on Sunday Times story of Pfizer talks (trading +6.9%) • Philips misses estimates, adjusted EBITA 12% light on HC + lighting, weaker EM & FX (trading -7.0%) • Accor O1 sales miss

DNKN, GM, HSY, LO, MMM, UPS, WM, CB, MSFT, V, SBUX) Friday: Markit US PMI, Michigan Confidence, Earnings (CI, F, MCO, VFC, WHR) Key Events on the Horizon May 5 - Ira Sohn Conference NYC 9 (link) May 17 — Portugal exits bailout program Ike Groff 1680 Washington Blvd 'Stamford, CT 069011 EFTA00370853

iew & sales forecast missed estimates (trading -6%) • Nike Q4 profit up 22% beating estimates as sales jumped in US (guidance ok) (trading -2%) • Pfizer boosts share buyback by $10 Billion (keeps repurchase strategy as best use of cash) • Adobe to buy privately held Neolane (digital marketing compan

CB rate decisions, Jobless Claims EFTA00388235 Friday: June Employment Report, Banks to submit mid-yr stress test result to Fed Key Events on the Horizon July 10 — Fed Minutes from June 18/19 FOMC meeting July 11 — BOJ rate decision July 21 — Upper House elections in Japan July 31 — FOMC rate decis

e year (and sixth worst day ever) closing -11.6% with talk of margin calls as newly listed PeptiDream fell 28% due to a cancellation of a pact with Pfizer. After the Australian close, Kevin Rudd announced he would accept the challenge of his successor Julia Gillard to stand for Labor leadership, with b

lance on close, Chicago PMI, U. of Michigan Consumer Confidence, Earnings (BBRY, FINL) Sunday: China NBS/HSBC manufacturing PMIs Key Events on the Horizon July 1 — Mark Carney takes over as BOE Governor July 4 — BOE/ECB rate decisions July 10 — Fed Minutes from June 18/19 FOMC meeting July 11 — BOJ

, RTN, SSH, STML Shareholder Meetings: ATK, CA, ENV, MCK, GNMT, EA Equity/Mixed Shelfs: EQR Other Newspaper Articles & Stories Barron's positive: Pfizer (PFE) WSJ WSJ negative: Outlook for potash WSJ WSJ positive: Barclays (BARC LN) WSJ EFTA00386265 • Manning found not guilty of aiding enemy FT

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