Epstein Secrets

d DO/RIGITDW (up) • Topeka initiates IMS (buy), William Blair upgrades FCN Europe Key Research: ••• MS upgrades RIO LN, Exane downgrades EKTAB SS, Kepler initiates NHY NO (b) & SIK VX (reduce) •••• Commerzbank upgrades MRK GY, Barclays strategy downgrades EM & upgrades Japan, Natixis downgrades IAM FP

Thursday: Rosh Hashanah holiday today & tomorrow, Kansas City Fed, Aug Durable Goods, Services Flash PMI Sept, Earnings (MU, NKE) Friday: Q2 GDP, Michigan Consumer Confidence, China Industrial Profits August, Earnings (FINL) Key Events on the Horizon Oct 2 — ECB publishing details of ABS purchases Oct 5 — Brazil preside

N SS & TDC DC ••• JPM resumes TIT IM (ow), SocGen initiates PKP PW (buy), Citi upgrades RBP SJ, BofA downgrades PEO PW ••• Danske upgrades NOBI SS, Kepler downgrades GXI GY & upgrades HEIJM NA, Investec downgrades UKM LN • BofA upgrades NRE1V FH, JPM downgrades ENG PW, Barclays downgrades ATL IM, Citi

d Cameron says UK "ready to play its parr City AM • Euro drops to 22-month low against the dollar City AM Key Events This Week Friday: US Q2 GDP, Michigan Consumer Confidence, Ryder Cup begins at Gleneagles (Scotland), (China Industrial Profits August, Earnings (FINL) Key Events on the Horizon Oct 2 — ECB publishing det

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

in/CB meeting (Feb 14-15), BMO Auto Finance Conference (Toronto), Earnings (APA, BWA, DISCA, GM, 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) Febru