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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
RICB 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 downgrades RDSA LN Key Research: Berenberg downgrades SAN FP, Berenberg downgrades RBI AV & EBS AV, Berenberg initi
lance on close, Chicago PMI, U. of Michigan Consumer Confidence, Earnings (BBRY, FINL) Sunday: China NBS/HSBC manufacturing PMIs Key Events on the Horizon July 1 — Mark Carney takes over as BOE Governor July 4 — BOE/ECB rate decisions July 10 — Fed Minutes from June 18/19 FOMC meeting July 11 — BOJ
des KCR1V FH, Natixis upgrades SBO AV ••• JPM adds LAND LN to focus list, Main First upgrades SREN VX, Swedbank upgrades MEDAA SS ••• Raja upgrades ITX SM, Espirito downgrades KD8 GY, Peel Hunt initiates STGR LN (buy), RBC upgrades GFS LN ••• SocGen downgrades IAP LN, Natixis upgrades KBC BB &ARM LN R
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
IN LN, EUR PW, EMMN SW, upgrade EXPN LN, PFL LN, LISN SW, remove OMV from least pref • BofAML Global Apparel: (downgrade HMB SS, upgrade DEB LN, +ve ITX SM), upgrade VOD LN, -ve UG FP, SPM IM • CS downgrade LMI LN, upgrade DNB NO, ARM LN, JPM upgrade SLHN VX, downgrade UBM LN, OUT1V FH • Citi downgrade
V, RTN, SWY, TWC, UPS, BIDU, CB, SBUX, VRSN) Friday: GDP, U. of Michigan Consumer Confidence, Earnings (ABBV, CVX, VFC, TYC, WY) Key Events on the Horizon May 1 - FOMC rate announcement EFTA00391985 May 2 — ECB rate announcement May 8 — Ira Sohn Conference NYC May 9 — BOE rate announcement May26/
ow), Citi upgrade TNET BB, CS downgrade SW FP, BofAML remove SOLB BB from Europe 1 list e DB upgrade UBSN VX, BNP FP, GS add MC FP, BRBY LN, REE SM, ITX SM to cony buy list — SFER IM removed • HSBC upgrade SBS GY, JPM downgrade MLP GY, RAL FP, CO FP, RBC upgrade FRES LN • MS upgrade FUM1V FH, Fl IM, do
Entities connected to both Horizon and ITX SM

Lesley Groff
PERSONIke Groff
PERSON
Barack Obama
PERSON
Bloomberg L.P.
ORGANIZATIONNomura
ORGANIZATION
Barron
PERSONBarcap
ORGANIZATION
Stanford University
LOCATIONBaird
PERSONJefferies
ORGANIZATIONStifel
ORGANIZATION
Piper
PERSON
Boca Raton
LOCATIONSwedbank
ORGANIZATION
Moody's
ORGANIZATION
The Guardian
ORGANIZATION
Glenn Dubin
PERSON
Vodafone
ORGANIZATION
Peugeot
ORGANIZATIONAutos/Parts
ORGANIZATION