7
Shared Docs
7
Same-Page
7 / 10
Mentions
igan Confidence, Earnings (BNS CN) EFTA00400429 Saturday: China CPI & PPI Sunday: China retail sales/industrial production/FAI Key Events on the Horizon December 12 - FOMC rate decision December 22-January 20 - US Congress scheduled to adjourn January 30 — Launch date for RIM's Blackberry 10 Ike G
es UBM LN Key Research: Raja initiates Prada (1913 HK) (mp), CS initiates ITX SM (up), Exane upgrades ARM LN, DB downgrades RDSA LN Key Research: Berenberg downgrades SAN FP, Berenberg downgrades RBI AV & EBS AV, Berenberg initiates KBC BB (buy) Reporting Pre-Open: CONN, LDK Reporting Post-Close: CWST
a initiates Prada (1913 HK) (mp), CS initiates ITX SM (up), Exane upgrades ARM LN, DB downgrades RDSA LN Key Research: Berenberg downgrades SAN FP, Berenberg downgrades RBI AV & EBS AV, Berenberg initiates KBC BB (buy) Reporting Pre-Open: CONN, LDK Reporting Post-Close: CWST, PBY Economic Data: Markit
grades ENEL IM, Swedbank downgrades YAR NO, DB upgrades FP FP, HSBC upgrades EFTA00400427 Key Research: RBC upgrades ERICB SS, DB upgrades ETI FP, Berenberg initiates JAZ SM, Investec downgrades UBM LN Key Research: Raja initiates Prada (1913 HK) (mp), CS initiates ITX SM (up), Exane upgrades ARM LN, DB
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
pgrade 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 LG FP, CS downgrade ELI1V FH CS upgrade TDC DC, Exane upgrade DELB BB, BofAML upgrade PFG SJ, Akros cuts BMPS IM HSBC upgrade DEB LN, Cit
N, 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 LG FP, CS downgrade ELI1V FH CS upgrade TDC DC, Exane upgrade DELB BB, BofAML upgrade PFG SJ, Akros cuts BMPS
Earnings (DLTR, GME, ROST, SHLD, GPS, MRVL) Friday: Options Expiry, U. of Michigan Confidence, Leading Indicators, Earnings (SJM) Key Events on the Horizon August 20 - €3.2 billion Greek state bond held by ECB expires August 27-30 - Republican National Convention begins (Tampa, FL) August 31-Sep 1 - F
earch: Nomura upgrades ITV LN, Vontobel downgrades BAER VX, Canaccord downgrades AV/ LN Key Research: Citi upgrades DELB BB, MS downgrades PSON LN, Berenberg upgrades TDC DC, Key Research: UBS upgrades ELN ID, BofA initiates GENL LN (buy), Commerzbank downgrades EOAN GY Reporting Pre-Open: EL, HD, TJX,
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
••• Kepler upgrades LNZ AV (buy), Swedebank downgrades ERICB SS, Pareto cuts HEX NO (sell) DB upgrades PHOR RU (buy), Mediobanca upgrades MSK IM, Berenberg upgrades TKA AV ••• HSBC downgrades RRS LN/HOC LN & upgrades ABG LN, MS downgrades UMI BB ••• SEB Enskilda upgrades TLSN SS and UNR1V FH (buy) & cu
allenger Job Cuts, Raja Government Services & Tech Summit (DC), Earnings (AA, PSMT, SVU, AYI) Friday: December Employment Report Key Events on the Horizon EFTA00376746 Jan 13-15 — ICR Retail Xchange (Orlando) (link) Jan 13-26 — North American International Auto Show ft ) Jan 20 — MLK Day in the US
's: City Office REIT (OFFC) files for $115M IPO through Janney and Wunderlich US Key Research: Bofa upgrades IART & cuts TCS, Barcap cuts HUMIMGLN, Berenberg cuts VECO • BMO downgrades LLY, BTIG initiates BSX/ELGX/STJ (buy) & MDT (neut) ••• Compass point downgrades KFN, CRT initiates RGRISWHC (buy) •••
, 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
EVA • Wells downgrades HSH, Citi downgrades AMP, CS downgrades SFY Europe Key Research: ••• GS upgrades DRX LN & reiterates conviction buy BNP FP, Berenberg downgrades CPI LN & AKZA NA • DB upgrades MS IM, CS downgrades SFER IM, GS reinstates BET LN (buy), SocGen downgrades RBS LN • UBS downgrades OPHR
OV, KEY, LUV, MMM, RTN, XRX, ED, ETFC, JNPR, KLAC, MSFT, SBUX, T, VRSN) Friday: New Home Sales, Earnings (COV, HAL, HON, PG, WY) Key Events on the Horizon January 29/30 - FOMC meeting January 30 — Launch date for RIM's Blackberry 10, LTRO repayment window opens January 31 — Spain short-selling ban se
TEF SM) • CS upgrades (STMN SW, NOBN VX, EVR LN), Citi upgrades ALU FP and downgrades KPN NA • DB downgrade ANDR AV & BNP FP and upgrades BAER VX, Berenberg downgrades BAER VX • Commerzbank German TMT (top picks IFX GY, UTDI GY, FNT GY, SKYD GY) • Barclays upgrades RMV LN and downgrades SIS IM, MS upgra
Entities connected to both Horizon and Berenberg

Lesley Groff
PERSONIke Groff
PERSON
Barack Obama
PERSON
Bloomberg L.P.
ORGANIZATIONBarcap
ORGANIZATION
Barron
PERSON
Stanford University
LOCATIONNomura
ORGANIZATION
Michael Jackson
PERSONJefferies
ORGANIZATION
JPMorgan Chase
ORGANIZATIONBaird
PERSONKepler
PERSON
Ghislaine Maxwell
PERSON
Michigan
LOCATION
Samantha Power
PERSONStifel
ORGANIZATIONMacquarie
ORGANIZATIONUtilities
ORGANIZATION
Piper
PERSON