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beverage (RAH/DF/MJN/THS/FLO/HAIN), Macquarie initiates US Chemicals (KRA/FMC/ROC/SOA) Key Research: Barcap upgrades NOVN.VX, Baird downgrades PII, Wells downgrades NVE, JPM initiates CRR (ow) & LG FP (neutral) Key Research: GS downgrades SINA (sell) & upgrades CRH (conviction buy) and ACH, Benchmark
XXIA Economic Data: Jobless Claims @ 8:30am, Bloomberg Economic Expectations & Consumer Comfort @ 9:45am, House Price Index / Leading Indicators / Philadelphia Fed Index @ 10am, RPX Composite Index @ 4pm EIA Natural Gas Inventories @ 10:30am Conferences: No major conferences Analyst/Investor Days: WNS Non-D
es XCO/SLGN/ORLY/TLEO & upgrades ALXN/SEE Key Research: GS adds ATVI to Conviction Buy list & resumes SYMC (neut) & upgrades EFX (buy) & cuts NCR, Wells upgrades PROJ Key Research: JPM downgrades NOBN VX, Moke downgrades CRUX, UBS downgrades ING/KIM, MS initiates BEAV (ew) & CELG (ow) Key Research:
lobal Healthcare Conference (NYC), Earnings (ANF, CMCSA, DE, DPS, DVN, TEVA, A, CBS, CF, CLF, MAR, NTAP, NVDA, VMC, Thursday: PPI, Housing Starts, Philadelphia Fed Index, KBW Cards/Payments/Financial Tech Symposium (NYC), Earnings (APA, DISCA, DTE, DTV, DUK, PCG, PGN, SJM, TAP, VFC, WM, BIDU, DVA, FTR, JWN) F
high-end) US Key Research: ••• GS downgrades FL, Compass Point cuts DV, Jefferies initiates XXIA (buy), CS downgrades SPH • DB upgrades IHS (buy), Wells upgrades STJ, JPM upgrades CSCO, Raja downgrades LEAP RBC initiates VNTV (op) & downgrades MPW & upgrades RGLD, SunTrust initiates THO (buy) Europe
minutes, France/Germany/Eurozone Q2 GDP, Canaccord Growth Stock Conference (Boston), Earnings (DE, M, OSIS, A, CSCO, NTAP) EFTA00385975 Thursday: Philadelphia Fed, Empire Manufacturing, NAHB Housing Survey, CPI, Industrial Production, Earnings (EL, KSS, PRGO, WMT, AMAT, JWN) Friday: Nonfarm Productivity & Uni
pgrades ELX, UBS upgrades FIO (buy) ••• MS upgrades RY & downgrades BMO & initiates MNST, Roth downgrades SCTY .. DB downgrades GFI & upgrades CPA, Wells initiates LMOS (op), Citi upgrades MDRX (buy) • Nomura initiates KMX (buy), BMO initiates CBS/DIS (op's) & NWSA/WXNIAB (mp's) ••• Evercore initiate
ansports Conf, BofA Global Metals/Mining/Steel Conference begins (Barcelona), Earnings (CSC, DE, ACAT, WAG, M, CSCO, WYY) Thursday: Japan GDP, CPI, Philadelphia Fed, Housing Starts, RBC Capital Markets Aerospace & Defense Conference (NYC), Earnings (KSS, WMT, ADSK, AMAT, ARUN, JCP, JWN, SINA) Friday: U. of Mich
• Citi upgrades GPS (buy), GS reinstates SWY (sell) & downgrades GLNG (sell), Barcap cuts WDR • Piper initiates HALO (ow) & PDLI (neut) & cuts EAT, Wells downgrades RGP & initiates UIL (op) ••• Baird initiates LNKD (neut), Opco downgrades RENN, BMO upgrades ARO/PSB, Longbow cuts MOLX ••• Raja downgra
t to be angry Independent • Cameron and his party conspire to create a European shambles Telegraph Key Events This Week Thursday: Japan GDP, CPI, Philadelphia Fed, Housing Starts, RBC Capital Markets Aerospace & Defense Conference (NYC), Earnings (KSS, WMT, ADSK, AMAT, ARUN, JCP, JWN, SINA) EFTA00390485 Fri
Entities connected to both Wells and Philadelphia Fed

Bloomberg L.P.
ORGANIZATIONIke Groff
PERSON
Lesley Groff
PERSON
Barron
PERSON
Barack Obama
PERSONBaird
PERSON
Michigan
LOCATIONJefferies
ORGANIZATIONBarcap
ORGANIZATION
David Cameron
PERSON
Marc Rich
PERSONStifel
ORGANIZATION
Ghislaine Maxwell
PERSON
Bernanke
PERSON
Michael Jackson
PERSONNomura
ORGANIZATION
Stanford University
LOCATION
Samantha Power
PERSONUS Key Research
ORGANIZATION
Hillary Clinton
PERSON