Epstein Secrets

NO, JPM upgrades DTSI & cuts CAT Barcap upgrades ORA, Jeff cuts JNJ/NKTR & upgrades SQNM (buy) MS upgrades TRIP & cuts IQNT CS downgrades JCP/VRTX, Baird upgrades NAV, JPM and Stifel downgrade STRA, Citi upgrades CMA Exane upgrades IHG LN, Citi downgrades RYA LN, Barclays initiates Russian Oil & Gas s

Fin Services Conference (NYC), Barcap Auto Conference (NYC), MS Global Consumer (NYC), Earnings (HD, TJX, SKS, CSCO) Wednesday: FOMC Minutes, PPI, Retail Sales, Eurozone Industrial Production, GS Industrials Conference (Boston), UBS Global Tech Conference (NYC), MS TMT Conference (Barcelona), Earnings (ANF,

& downgrades CTXS, Jeff upgrades MNT/MOH Key Research: Nomura upgrades MMM, Raja initiates ABMD (mp) & upgrades CCOI, Piper cuts MDRX Key Research: Baird upgrades FAST, Mizuho initiates FRX (buy), JPM upgrades MRO & downgrades CSCO Key Research: Wells initiates PVTB (mp), BB&T initiates WWW (hold), St

0) China macro data out overnight and better across the board as their stats chief hinted yesterday (CPI +1.7% vs est +1.9%, IP +9.6% vs est +9.4%, Retail Sales +14.5% vs est +14.4%, FAI +20.7% vs +20.6%). Nevertheless most Asia markets closed in the red after another weak handoff from the US (SHCOMP down ev

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

m June. Outside of Japan, China macro numbers were in focus especially a slightly better beat in GDP: GDP 7.4% (Cons 7.3%); Mar IP +8.8% (Cons +9%); Retail Sales +12.2% (Cons +12.1%). ChiNext fell nearly -1.0% on continued noise on IPO resumption with some talks that subscriptions could resume next week. Eur

AKS and MASI (sell) & initiates COH/RKT (buy's) & JEC (neut), Piper initiates CRIS (ow) Key Research: DB downgrades ORLY/AMRS/MPEL & upgrades COP, Baird downgrades XCO/SLGN/ORLY/TLEO & upgrades ALXN/SEE Key Research: GS adds ATVI to Conviction Buy list & resumes SYMC (neut) & upgrades EFX (buy) & c

mes.com/news/a20120209PD215.html> Key Events Next Week EFTA00420117 Monday: White House to publish F13 budget, Earnings (FIS, MAS, RAX) Tuesday: Retail Sales, Import Prices, Eurozone Industrial Production, ZEW Survey, Stifel Transportation Conference (Key Biscayne), GS Tech & Internet Conference (SF), Ear

quisition Corp II (CLACU) 18M-shares priced at $10 US Key Research: ••• Citi downgrades DNDN (sell), GS upgrades GVA, Opco initiates WDAY (op) ••• Baird downgrades LOPE, BMO initiates TEVA/ACT/AGN (op) & AGN/MYUFRX (up) ir Wells initiates ENSG (mp) & ESC (op) & upgrades BSX, Janney initiates DDD (buy

concealing billions in offshore tax havens Guardian • Labour must stand firm: no to a referendum on Europe Guardian Key Events Next Week Monday: Retail Sales, Business Inventories, China FAI/retail sales/IP, Eurozone FinMin meeting, Imperial Capital Consumer Summit (Santa Monica), Earnings (ANTH, TTWO) T

earch: ••• Mizuho upgrades MYGN (buy), Piper initiates CRI/PLCE (CRI), Citi upgrades AME (buy) & cuts IEX • Barcap upgrades BAX, Opco cuts CA/TWTC, Baird downgrades CMA, CLSA downgrades MDLZ ••• BB&T upgrades TREX (buy), Bernstein downgrades EMR & initiates ETN (op) Europe Key Research: ••• Barc dig

Thursday: Some European markets closed for Ascension Day, (Sweden, Denmark, Norway, Finland, Switzerland, Austria, Russia), Wholesale Inventories, Retail Sales, BOE rate decision, Earnings (AES, APA, CVC, DF, PCP, WIN, XRAY, CFN, NVDA) Friday: Denmark closed, Treasury Budget Statement, G8 Fin Min / central