Epstein Secrets

allenger Job Cuts, Raja Government Services & Tech Summit (DC), Earnings (AA, PSMT, SVU, AYI) Friday: December Employment Report Key Events on the Horizon EFTA00376746 Jan 13-15 — ICR Retail Xchange (Orlando) (link) Jan 13-26 — North American International Auto Show ft ) Jan 20 — MLK Day in the US

LW LN (hold) • Exane upgrade PIC LN, HSBC downgrade HGG LN, HG1 GY, B1O3 GY, RBC downgrade DETNOR NO • JEFF upgrade MARS LN, KepChev double upgrade SDF GY, MAQ downgrade DNB NO • JPM downgrade SCR FP, DEB LN, EVD GY, O1BC GY, AAL LN, upgrade MONY LN, PER LN, NHY NO • Mainfirst downgrade SFER IM, Norde

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

N, JPM upgrade GKN LN, initiate BPOST BB (ow) ••• Nomura initiate BPOST BB (b), upgrade ALU FP, MS initiate BPOST BB (ew) • Barc downgrade URKA LI, SDF GY, +ve IN LN, ING FP, ING upgrade VST PW ••• SocGen downgrade BARC LN, CGM FP, RCF FP, upgrade KGH PW, ADN LN ••• GS downgrade AV/ LN, AGN NA, CS dow

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

(upgrade TOD IM, BOSS GY, TIF US / downgrade CDI FP & UHR VX / positive SFER IM & LUX IM) • MS: u/g CLN VX & AKZA NA / d/g VCT LN, WCH GY, LXS GY, SDF GY / Initiate: OMV AV (ew), EZJ LN (ow — top pick), Al FP (ew), AKE FP (ew), BASF GY (ow) • MS initiates CRDA LN (ow), DSM NA (uw) JMAT LN (uw), KRA1V