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nt Report, Michigan Confidence, Earnings (BNS CN) 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
initiates COP/MRO/MUR (op's) & HES/OXY (mp's) & upgrades ULTA Citi initiates FRX/AGN/LLY/PFE (buy's) and BMY/MRK (neut's), Key initiates CTS (hold) Mizuho upgrades STJ (buy) & initiates QCOR (neut), KBW upgrades WAC, Raja & UBS cuts YUM Longbow initiates UPIP (mp) and CBM/SWK (neut's), Macquarie upgrad
ton), Earnings (DLTR, GME, HP, ROST, TGT, VIAB, WMT, ADSK, DELL, GPS, SHLD) Friday: TIC Flows, Earnings (SJM, NTZ) EFTA00402024 Key Events on the Horizon November 19 — Eurozone FinMin meeting November 22/23 — EU Leaders Summit November 25 — Catalonia regional election in Spain Ike Groff 1680 Washin
ff 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), Steme Agree upgrades OZR
, 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
AXLUPPG (neut's), ISI upgrades LIFE, Piper assumes VCLK (neut), Bofa upgrades ZNGA (buy) EFTA00396307 ••• Lazard initiates RPRX/NBIXNNDA (buy's), Mizuho upgrades APKT, Opco upgrades CFR & cuts ASBC • Barcap upgrades AWI/DHI & cuts RYUKBH/PHM/RLGY/TOL & initiates HCP/VTR (ew) & HCN (ow) ••• Nomura do
on-manufacturing PMI July, Earnings (ANR, CBOE, CVC, CVX, EAT, RBS, TXU, OZM, VIA) Sunday: HSBC services China PMI (Sunday night) 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
ates CSL (mp), DA Davidson cuts MDU ••• Susquehanna initiates GES (neut), Key downgrades PZZA, Brean downgrades ITRI (sell) • Longbow upgrades RBC, Mizuho downgrades ENTR, RBC downgrades RBC, JPM upgrades YELP ••• FBR initiates GPS/CRI (op) & ASNA (up) & ANN/CHS/PLCEJLTD (mp), Evercore initiates EVC (o
Entities connected to both Horizon and Mizuho

Lesley Groff
PERSONIke Groff
PERSON
Bloomberg L.P.
ORGANIZATION
Barack Obama
PERSONNomura
ORGANIZATION
Barron
PERSONBarcap
ORGANIZATION
Stanford University
LOCATIONBaird
PERSON
Michael Jackson
PERSONJefferies
ORGANIZATION
Michigan
LOCATIONUtilities
ORGANIZATION
Draghi
PERSON
Wells
ORGANIZATION
Samantha Power
PERSONStifel
ORGANIZATIONMacquarie
ORGANIZATIONBloomberg Consumer Comfort
ORGANIZATIONWashington Blvd '
ORGANIZATION