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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
• Nikon cuts forecast by almost 25% as demand for compact cameras weakens (closed -14.3%) Leading European Sectors: Basic Res +2.01%, Telco +1.15% Autos/Parts +0.55% Lagging European Sectors: Real Estate -0.51%, Food/Bev -0.42%, Chemicals -0.22% DNDN revs missed — WIFI good qtr— HAYN penny light AIRM rev
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
st the facts") (Inc) • RBA cuts GDP and inflation outlook on local currency strength and weaker investment Leading European Sectors: Banks +1.49%, Autos/Parts +1.08%, Insurance +0.76% Lagging European Sectors: Oil & Gas -0.01%, Utilities +0.08%, Basic Res +0.24% SNCR #'s beat —ATHN penny better — WVVVVW 3
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/
-20 meeting (WY 99.14 last -0.97%). European markets mostly higher as well into options expiration and the weekend. Basic Resources, Banks, Luxury, Autos/Parts are leading the way higher today. SXPP +1.2% today but still -5.7% on the week. There will be a third vote in Italy today for President and if a 2/3
Entities connected to both Horizon and Autos/Parts

Lesley Groff
PERSONIke Groff
PERSON
Bloomberg L.P.
ORGANIZATION
Barack Obama
PERSON
Barron
PERSONNomura
ORGANIZATION
Stanford University
LOCATIONBaird
PERSON
Samantha Power
PERSONJefferies
ORGANIZATIONUtilities
ORGANIZATIONStifel
ORGANIZATIONKepler
PERSON
Wells
ORGANIZATIONNordea
ORGANIZATIONEmpire Manufacturing
ORGANIZATIONCarney
PERSON
Washington D.C.
LOCATION
European Parliament
ORGANIZATION
Vodafone
ORGANIZATION