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HP, ROST, TGT, VIAB, WMT, ADSK, DELL, GPS, SHLD) EFTA00401617 Friday: US Industrial Production, TIC Flows, Earnings (SJM, NTZ) 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
Fin Services Conference (NYC), Barcap Auto Conference (NYC), MS Global Consumer (NYC), Earnings (HD, TJX, SKS, CSCO) Wednesday: FOMC Minutes, PPI, Retail Sales, Eurozone Industrial Production, GS Industrials Conference (Boston), UBS Global Tech Conference (NYC), MS TMT Conference (Barcelona), Earnings (ANF,
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
0) China macro data out overnight and better across the board as their stats chief hinted yesterday (CPI +1.7% vs est +1.9%, IP +9.6% vs est +9.4%, Retail Sales +14.5% vs est +14.4%, FAI +20.7% vs +20.6%). Nevertheless most Asia markets closed in the red after another weak handoff from the US (SHCOMP down ev
Starts & Building Permits, U. of Michigan Consumer Confidence, Eurozone CPI & trade balance Saturday: China July property prices 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
vs est +2.8% (unchanged from June and well below the government's +3.5% upper limit), PPI declined for 17th straight month (-2.3% y/y vs est -2.2%), Retail Sales +13.2% vs est +13.5%, Industrial Output +9.7% vs est +8.9%, FAI +20.2% vs est +20.0%. Japan O2 preliminary GDP will be out on Sunday night which sho
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
al Institutions Investor Conference (Miami), GS Technology and Internet Conference (SF), Earnings (AVP, FIS, FOSL, KO, MHP, MMC, GT, WU) Wednesday: Retail Sales, Import Price Index, Business Inventories, MBA Mortgage Applications, Eurozone IP, BOE releases Quarterly Inflation Report, Bofa Insurance Conferenc
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 19/20/21/22 — CAGNY Conference in Boca Raton (Consumer Staples) February 24/25 — Italian elections February 27 — First repayment for LTRO
al Institutions Investor Conference (Miami), GS Technology and Internet Conference (SF), Earnings (AVP, FIS, FOSL, KO, MHP, MMC, GT, WU) Wednesday: Retail Sales, Import Price Index, Business Inventories, MBA Mortgage Applications, Eurozone IP, BOE releases Quarterly Inflation Report, Bofa Insurance Conferenc
Entities connected to both Horizon and Retail Sales

Lesley Groff
PERSONIke Groff
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Barack Obama
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Bloomberg L.P.
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Barron
PERSONBarcap
ORGANIZATIONNomura
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Stanford University
LOCATIONBaird
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Michael Jackson
PERSONEmpire Manufacturing
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Ghislaine Maxwell
PERSONStifel
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PERSONUtilities
ORGANIZATIONJefferies
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ORGANIZATIONKepler
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George W. Bush
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