Epstein Secrets

ra cuts SHW Citi upgrades VNO (buy), Baird initiates VOD (op), DB initiates IDIX (buy) JEFF upgrade CPG LN, MS upgrade KRKA PW, RBC upgrade SVT LN, Kepler upgrade RCO FP MS upgrade ENI IM, MS downgrade REP SM, GS upgrade SWMA SS, Numis downgrade 117 LN Berenberg downgrade VOD LN, Berenberg downgrade L

F, NJR, ZUMZ) Friday: Personal Income and Spending, Chicago PMI, China Manufacturing PMI (8pm), MSCI Semi-Annual Index Rebalance Key Events on the Horizon December 3 — Eurogroup meeting, Eurozone PMI's, US ISM Manufacturing December 6 — ECB & BOE rate decisions, US Nov Retail Comps December 12 — FOMC

ALO FP & cuts NOVN SW, Barcap upgrades DANSKE DC ••• Nomura downgrades ERICB SS, Nordea cuts LUPE SS & upgrades OPERA NO/NETB SS EFTA00370758 ••• Kepler upgrades LNZ AV (buy), Swedebank downgrades ERICB SS, Pareto cuts HEX NO (sell) DB upgrades PHOR RU (buy), Mediobanca upgrades MSK IM, Berenberg upg

es with Coke pay plan Telegraph Key Events This Week 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 EU/IMF bailout program Ike Groff 1680 Washington Blvd 'Stamford, CT 069011 It La

rades SPT LN & CORA NA, UBS downgrades LRE LN • Commerzbank upgrades WCH GY, JPM upgrades ADP FP & downgrades FFtA GY, Baader downgrades BEI GY ••• Kepler initiates F IM (reduce) & HAW GY (buy), Nordea downgrades VWS DC, Exane upgrades CBK GY ••• Investec upgrades HSBA LN, Shorecap downgrades DGE LN, H

Starts & Building Permits, U. of Michigan Consumer Confidence, Eurozone CPI & trade balance Saturday: China July property prices 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

i upgrades GNK LN • SocGen upgrades BVIC LN, JPM initiates GN DC (ow) & downgrades HSV LN, DB upgrades VOD LN • Exane downgrades HNR1 GY & MUV2 GY, Kepler says stay underweight Telecom sector, Kepler reits sell PSON LN • Exane upgrades SDR LN, Commerzbank upgrades DEX GY and downgrades G1A GY, CS reits

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

Numis upgrade ASHM LN, RAT LN, NVA LN, downgrade POLR LN, SocGen upgrade AKBNK TI, downgrade TRN IM • Natixis downgrade NEX FP, Good upgrade KMR ID, Kepler downgrade SAN FP, upgrade GSK LN, CSGN VX • Chev upgrade IM NA, Nordea downgrade HOLMB SS, Nordea downgrade SAA1V FH ▪ DNB downgrade SKAB SS, OTE1V

M, PEP, TAP, WM) Friday: Empire Manufacturing, US IP, Michigan Consumer Confidence, TIC Flows, Earnings (AEP, CPB, SJM, VFC, WBC) Key Events on the Horizon February 10 — Chinese New Year (China market closed week of Feb 11) February 19/20/21/22 — CAGNY Conference in Boca Raton (Consumer Staples) Febru

JEFF downgrade BKG LN, SEB downgrade ATEA NO, • Nordea downgrade TOP DC, ASSAB SS, ENEA SS, Helvea upgrade NOVOB DC, Danske downgrade HUH1v FH ••• Kepler downgrade BAER VX, RIA FP, upgrade RUKN VX, Cant +ve UHR VX, Cowen initiate ASML NA (op) Investec downgrade PFD LN, SXS LN, Numis downgrade TATE LN,

, Wholesale Inventories, Earnings (ETR, MCO, LH, BPL) Sunday: Chinese New Year (closed for a week starting Feb 11) EFTA00396310 Key Events on the Horizon February 10 — Chinese New Year February 19/20/21/22 — CAGNY Conference in Boca Raton (Consumer Staples) February 24/25 — Italian elections Februa

owngrade GEBN VX, RBC initiates FOGL LN (op) RBC initiate FOGL LN (op), Barclays upgrade EBS AV, RBI AV, ABN initiates STM FP (h) & IFX GR (b) ••• Kepler re-initiates ASY FP (b), Bankhaus Lampe initiates MLP GR (b), Sarasin upgrades Al FP Reporting Pre-Open: BSET, ISCA Economic Data: MBA Mortgage App

ence Day, BOE/ECB rate decisions, Jobless Claims Friday: June Employment Report, Banks to submit mid-yr stress test result to Fed Key Events on the Horizon July 8 — EU FinMins to discuss Greece and decide on further action EFTA00388084 July 10 — Fed Minutes from June 18/19 FOMC meeting July 11 — BOJ

LN (buy), SocGen downgrades RBS LN • UBS downgrades OPHR LN & POLY LN, SocGen downgrades RF FP, Citi upgrades TCG LN, Swedbank upgrades MEDAA SS • Kepler downgrades DIA IM, Titan Cement upgrades TITK GA, Liberum upgrades PSM GY (buy), KBC upgrades RCUS BB • Citi raises price target SKYD GY, Citi name

, BEAM, DF, SNI, WIN, CFN, NVDA, PCLN, UNXL) Friday: Wholesale Inventories, China IP/retail sales/FAI, Earnings (NRG, WWAV, ABFS) 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