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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
GY, TCY LN, 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
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
— top pick), Al FP (ew), AKE FP (ew), BASF GY (ow) • MS initiates CRDA LN (ow), DSM NA (uw) JMAT LN (uw), KRA1V FH (uw), LIN GY (ew), SYNN VX (uw), URKA LI (ew), SYNT LN (ow), SDF GY (uw), YAR NO (ew) • UBS European Steel: (downgrade SZG GY, MT NA) upgrade EZJ GY, downgrade KNIN VX, -ve NOK1V FH, upgra
, BEAM, DF, SNI, WIN, CFN, NVDA, PCLN, UNXL) Friday: Wholesale Inventories, China IP/retail sales/FAI, Earnings (NRG, WWAV, ABFS) 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
raises price target SKYD GY, Citi names DSM NA to most preferred list (replacing YAR NO), Sarasin upgrades VONN SW EFTA00386143 • BofA downgrades URKA LI, RBS downgrades RWE GY, Danske Bank upgrades PRS NO & downgrades METSB FH • DB upgrades O1BC GR, Equinet downgrades LXS GR & HHFA GY, Exane upgrades
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
GY from cony buy, dig FR FP, initiate ANH LN (b), initiate ANH LN (b) ••• UBS upgrade APN SJ, GBF GY, KPN NA, Bern downgrade BARC LN • JP downgrade URKA LI, COLR BB, Barc -Eve ABI BB, Beren initiate VASTN NA (b) ••• MAQ remove ITV from cony buy, downgrade RWE GY, upgrade AF FP ••• HSBC downgrade BNR GY
Entities connected to both Horizon and URKA LI

Lesley Groff
PERSONIke Groff
PERSON
Barack Obama
PERSONNomura
ORGANIZATION
Barron
PERSONBarcap
ORGANIZATION
Michael Jackson
PERSON
Samantha Power
PERSONJefferies
ORGANIZATION
Bernanke
PERSON
Mark Carney
PERSON
Tokyo
LOCATIONCarney
PERSONPersonal Income & Spending
ORGANIZATIONBOEJECB
ORGANIZATION
Evercore
ORGANIZATIONFin Services
ORGANIZATIONRWE GY
ORGANIZATION
Cyprus
LOCATION
Mario Draghi
PERSON