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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
in stake — TESS cfo leaves Secondaries (announced/priced): KIPS, TEG GY IPO's: N/A Key Research: Barcap upgrades DUK/NI/OFS & initiates BSMX (ew), Evercore initiates T (ew), Piper cuts CF & upgrades CF, Key Research: GS upgrades EV and DELL (buy) & downgrades JNS/ELYJQLGC (sell's), DB upgrades IGT/TOT
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
ntic downgrades XYL, Jefferies downgrades OPTR, Wells cuts NVDA/ROK & upgrades TVL ••• BMO cuts DCI, RBC upgrades GGP, SunTrust initiates GDP (buy), Evercore upgrades WU • JPM upgrades BYD, CS upgrades CBST, Raja downgrades SAVE/ADC, Key upgrades PPS ••• Needham upgrades ISIL (buy), Gabelli downgrades BL
struction Spending, Michigan Confidence, Auto Sales, ISM Manufacturing, Eurozone PMI, Earnings (BEAM, CVX, LM, IR, LYB, TSN, XOM) 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
s AMZN (buy) • Wells initiate BRO/AON (mp) & MMC (op), Northland initiates RHT (op), Stifel initiates STRZA (sell) • SunTrust initiates BIOS (buy), Evercore initiates BXP (ow), DB upgrades JPM (buy), Raja cuts GMR, Imperial initiates PKOH (op) Europe Key Research: ••• HSBC European Luxury: (upgrade TOD
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
gbow 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 (ow) Europe Key Research: • DB downgrade OTE1V FH, reinstate ABI BB (b), Nomura upgrade AC FP ••• GS remove HOT GY from cony buy, di
Entities connected to both Horizon and Evercore

Lesley Groff
PERSONIke Groff
PERSON
Barack Obama
PERSON
Bloomberg L.P.
ORGANIZATION
Barron
PERSONNomura
ORGANIZATIONBarcap
ORGANIZATION
Stanford University
LOCATION
Michael Jackson
PERSONBaird
PERSONJefferies
ORGANIZATION
Ghislaine Maxwell
PERSON
Bernanke
PERSON
Samantha Power
PERSONStifel
ORGANIZATION
Michigan
LOCATION
George W. Bush
PERSONUS Key Research
ORGANIZATION
Piper
PERSONWashington Blvd '
ORGANIZATION