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Research: Cannacord upgrades BARC.LN, DB upgrades BOS3.GR & initiates SUNS (buy), Bofa downgrades WRB Key Research: Piper upgrades URBN/WTSLA/ZUM2, Baird upgrades FMO & initiates JMF, Opco upgrades BRCM Key Research: Wunderlich downgrades CVLT & upgrades CMO, CS upgrades AXA, Kaufman reinstates EBAY
lose: BBBY, APOG, BLVD, NAUH, OCNF, PBY, RELL, RT, SMSC, WDFC Economic Data: MBA Mortgage Applications @ 7am DOE Crude Inventories @ 10:30am Fed's Lockhart speaks at conference @ 12pm (Stone Mountain, GA) Conferences: Needham Healthcare (NYC), Wells Tech Transformation Summit (SF), BB&T Commercial & In
l12 Secondaries (announced/priced): DG IPO's: N/A Key Research: Jefferies initiates EDG (buy) & downgrades RAX & upgrades CLR (buy) Key Research: Baird downgrades FMER, Citi downgrades NSM, Janney initiates CSE/CIT (buy's) Key Research: JMP initiates FB (op), CS upgrades PHM/RYL/SWN, BNP upgrades RR
ge Applications @ 7am, Non-Farm productivity & Unit Labor Costs @ 8:30am, Fed's Beige Book @ 2pm DOE crude oil inventories @ 10:30am Fed Speakers: Lockhart @ 8:15am (Ft Lauderdale), Tarullo testifies to Senate Banking Committee on Wall Street reforms @ 10am (DC), Williams (Bellevue, WA), Yellen @ 7pm (B
owngrades VC, SunTrust downgrades GMCR, CLSA upgrades AB, Needham downgrades SMSC Key Research: Imperial initiates SPB (op), Piper downgrades GMCR, Baird downgrades DVA, CS upgrades CRM & cuts CACI Key Research: JPM upgrades TTMI (ow), KBW downgrades BBNK & upgrades CHCO, GS upgrades ALL, BMO cuts N
sts / Jobless Claims @ 8:30am, Bloomberg Consumer Comfort @ 9:45am, ISM Non-Manufacturing @ 10am Fed Speakers: Williams @ llam (Santa Barbara, CA), Lockhart @ 1pm (CA), Plosser @ 1:30pm (Santa Barbara, CA) Conferences: Barcap Chemical ROC Stars (NYC) Analyst/Investor Days: JBL, TXN Non-Deal Roadshows:
iates ATEN (op) • Jefferies upgrades UNFI (buy) and initiates HLT (hold), Nomura upgrades GHL & cuts MSI EFTA00370916 • Raja initiates NMBL (op), Baird initiates LPI (op), UBS upgrades NMBL (buy) & cuts NTAP • Canaccord initiates MDVN (hold) and NPSP/REGN/LPTN (buy), MS upgrades PDS • Multiple brok
@ 8:30am, Industrial Production @ 9:15am, Beige Book @ 2pm DOE crude oil inventories @ 10:30am Fed Speakers: Stein @ 8:30am (Stone Mountain, GA), Lockhart @ 12pm, Yellen @ 12:15pm (NYC), Fisher @ 1:25pm (Austin) EFTA00370917 Conferences: Bofa Auto Summit (NYC) Analyst/Investor Days: RHT, GPS Non•D
izuho initiates CVS (buy) & WAG (n), FBN downgrades IBM, JPM downgrades JAG, UBS initiates CMG (n) Key Research: William Blair initiates ASGN (op), Baird upgrades UNF, MS initiates APC (ow) & downgrades ATW/RDC Key Research: BB&T upgrades CNW (buy) & downgrades LNC, MKM initiates BMY (sell), Collin
WHG, WSTL, YDNT, ZHNE Economic Data: MBA mortgage Applications 0 7am, CPI / Housing Starts & Building Permits 8:30am, Fed's Beige Book 0 2pm Fed's Lockhart speaks in Atlanta 0 9am Conferences: Citi Greater China Investor (Macau) Analyst/Investor Days: PETD, SNSS Non-Deal Roadshows: ANW, ARAM, ARE, AWH
Entities connected to both Baird and Lockhart

Lesley Groff
PERSONIke Groff
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Jeffrey Epstein
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Barron
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Bloomberg L.P.
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Barack Obama
PERSONJefferies
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Marc Rich
PERSONStifel
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Moody's
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Tony Blair
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Philadelphia Fed
ORGANIZATIONCanaccord
ORGANIZATIONJanney
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Bill Clinton
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Draghi
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William Barr
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Michael Jackson
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Bernanke
PERSONMacquarie
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