Epstein Secrets

PM initiates VFC (ow), MS upgrades ONYX, Think initiates MASI (buy), Baird initiates SHW (neut) Key Research: Bofa upgrades JACK, BMO upgrades AIV, Wells downgrades R/RFMD & initiates RDEN/EL (op's) Key Research: MainFirst initiates construction sector (GEBN VX, AFGN SW, SIK SW, WIE AV, STR AV) Key

omething was in the works ("somewhere along the line here one of the bazookas is going to come out"). Stakes are high for the EU Summit next week as Monti has made clear says the Guardian<http://www.guardian.co.uk/business/2012/jun/22/mario-monti-week- save-eurozone>. Reminder that Sweden & Finland are

ricken-euro.html> Lagarde hopes that wisdom will prevail in Germany The Times<http://www.thetimes.co.uk/tto/business/economics/article3453119.ece> Mario Monti: we have a week to save the eurozone Guardian<http://www.guardian.co.uk/business/2012/jun/22/mario-monti-week-save-eurozone> Eurozone crisis will c

ester United (MANU) amended S-1 discloses 16.67M shares, expected range of $16-$20 Key Research: Evercore downgrades VLCCF, GS upgrades BSFT (buy), Wells upgrades CXO Key Research: Atlantic upgrades S, JPM downgrades DNDN, Piper cuts VRTX & upgrades NSPH/LMNX Key Research: Barcap downgrades AJG/BRO,

n from Bofinger. Some headlines out from Premier Wen as well saying he will boost policy support for the real economy in China in H2. Hollande hosts Monti for a working lunch in Paris this afternoon. FOMC tomorrow and most expect them to wait until the Sep meeting for further action. SPA's +4 handles

How the ECB came to control the fate of the world economy Guardian<http://www.guardian.co.uk/commentisfree/2012/jul/30/ecb-control-world-economy> Mario Monti and Italy: after the carnival, the meagre diet of Lent Guardian<http://www.guardian.co.uk/commentisfree/2012/jul/30/mario-monti-carnival-meagre- die

), Baird upgrades TTEK/PEET, JMP downgrades BRCD Key Research: Jefferies downgrades RIMM & upgrades Sands China (buy), MS cuts RSH & upgrades NOV, Wells downgrades EW Key Research: JPM initiates FDO (ow) & DG (neut) & downgrades CVC & upgrades CP/AAP/MDC, Piper downgrades RSTI & upgrades WBC Key Re

ury to sell $24B of 10yr notes, China CPI/PPI, Earnings (CVS, IR, RL, S, TWX, WYN, AKAM, CSCO, NWSA, PRU, V, WFM) Thursday: Obama to meet w/Italy's Monti at White House, Wholesale Inventories, Treasury to sell $16B of 30yr notes, BMO Infrastructure & Utilities Conference (Toronto), Earnings (CCE, LO,