Epstein Secrets

Research: Key Research: (hold) & FINL Key Research: OKE (ow) Key Research: XYL (neut) Key Research: PFCB Jeff downgrades UPL/AIMC/ARTC, Key Baird downgrades MXWL/DELL, Cantor (buy) HSCB downgrades BG, Raja initiates downgrades ITRI, CS downgrades STO initiates MSPD (buy), DB initiates FL J

0419541 Starboard prepping for AOL seats NY Post<http://www.nypost.com/p/news/business/starboard_prepping_for_aol_seats_oS6WqwiezqsbtATfo QYfjN> Monti looks to end property tax breaks for the church FT<http://www.ft.com/cms/s/0/1d61448e-58be-llel-b118-00144feabdc0.htmlifaxzzlmKzUclJP> Germany cann

es: Dow +5, Nasdaq -3, S&P -1 $1733.10 (+$4.70) DXY $79.32 (-Sc) Crude $102.75 (+44c) Gold Angela Merkel cancelled her trip to Rome to meet with Mario Monti today & German President Wulff announced his resignation this morning (as expected) after being accused of accepting improper benefits. Everyone no

to Conviction Buy List & cuts PTEC LN, DB initiates PANL (buy) Key Research: JPM initiates VFC (ow), MS upgrades ONYX, Think initiates MASI (buy), Baird initiates SHW (neut) Key Research: Bofa upgrades JACK, BMO upgrades AIV, Wells downgrades R/RFMD & initiates RDEN/EL (op's) Key Research: MainFir

omething was in the works ("somewhere along the line here one of the bazookas is going to come out"). Stakes are high for the EU Summit next week as Monti has made clear says the Guardian<http://www.guardian.co.uk/business/2012/jun/22/mario-monti-week- save-eurozone>. Reminder that Sweden & Finland are

ricken-euro.html> Lagarde hopes that wisdom will prevail in Germany The Times<http://www.thetimes.co.uk/tto/business/economics/article3453119.ece> Mario Monti: we have a week to save the eurozone Guardian<http://www.guardian.co.uk/business/2012/jun/22/mario-monti-week-save-eurozone> Eurozone crisis will c

$11.50 Key Research: DB downgrades DRYS & upgrades RNR, Stifel initiates EXAR (buy), Bofa downgrades FMS Key Research: Piper downgrades HRC/HOTT, Baird upgrades FSLR & downgrades ANF, Citi downgrades AGP Key Research: Wells upgrades MANT & initiates MCRL (op), Bofa upgrades EA & downgrades VE, GS

Bush tax-cuts for everyone (Dems want it to expire for top Spain places 03.13 billion of 2-4-10 year bonds (10yr average yield 6.647%, btc Italy's Mario Monti putting pressure on Spain to accept a formal bailout (Telegraph<http://www.telegraph.co.uk/finance/financialcrisis/9445456/Pressure-on-Spain-to- bow

buy) & reinstates ANR/BTU (buys) / ACI/CNX (up's), JPM downgrades DNB Key Research: Citi upgrades BN FP/ING (buy's), CBE/AYI (ow's) Key Research: Baird upgrades MCEP & initiates FMS (neut), DB upgrades CHRW/SEMG (buys) Key Research: GS resumes ETP (neut), SocGen adds BN FP to Premium List, BMO down

as Portugal's ability to return to the financial markets in 2013 (but then acknowledges in the next sentence that there are no guarantees). Italy's Mario Monti holds a cabinet meeting today on economic targets and is expected to cut growth forecasts for 2012 according to the Telegraph<http://www.telegraph.

(buy) & SSS (hold) & EXR/PSA (sells), UBS downgrades ALV (sell), RBC cuts KMX/IP Key Research: DB downgrades RBS LN/KFRC & reinstates CA FP (hold), Baird upgrades TTEK/PEET, JMP downgrades BRCD Key Research: Jefferies downgrades RIMM & upgrades Sands China (buy), MS cuts RSH & upgrades NOV, Wells do

ury to sell $24B of 10yr notes, China CPI/PPI, Earnings (CVS, IR, RL, S, TWX, WYN, AKAM, CSCO, NWSA, PRU, V, WFM) Thursday: Obama to meet w/Italy's Monti at White House, Wholesale Inventories, Treasury to sell $16B of 30yr notes, BMO Infrastructure & Utilities Conference (Toronto), Earnings (CCE, LO,

brokers initiates ANGI Key Research: RBC upgrades JACK to Top Pick & upgrades KIM/PAY/KEX & downgrades CPT/DFT/FPO/LHO/NLY/O/SPG/WRI Key Research: Baird upgrades UA & downgrades WWW, Piper downgrades ZUMZ & upgrades AEO/SQNM, Macquarie downgrades EXC/PCG Key Research: JPM downgrades HOLX/PCAR/AMT/NA

O) Friday: December Employment Report, Eurozone Economic Confidence, Next round of formal negotiations for new EU fiscal treaty, Sarkozy meets with Monti in Paris, Earnings (CMC) Ike Groff mailto: I • (Description: Description: cid:[email protected]) I • This e-mail and any files tra