Epstein Secrets

nitiates YY (buy), KBW upgrades CFR ir Key downgrades FR, Opco upgrades HMSY, BMO initiates NXPI (op) ••• Bofa downgrades SCCO, Raja upgrades OKSB, Macquarie downgrades SUSS ••• Susquehanna initiates XRX (pos), UBS upgrades CIEN (buy), CLSA upgrades AAPL (buy) Europe Key Research: ••• Bofa initiates GMS

WFT, WIRE, WOOF, WRE, WRI, WSFS, WSTG Economic Data: Durable & Capital Goods Orders / Jobless Claims @ 8:30am, Bloomberg Consumer Comfort @ 9:45am, Kansas City Fed Manufacturing Activity @ 11am EIA natural gas storage @ 10:30am Conferences: No major conferences Analyst/Investor Days: N/A Non-Deal Roadshows: BPTH, CLC, CSV, EFX, EX

des CPHD (buy) & MYGN & downgrades DGX (sell) & reinstates TMO (buy) FBR initiates EIX (op) & downgrades AHT/DRH, MBlair initiates ALTR/XLNX (op's) Macquarie initiates EXPE (neutral) & PCLN (op), CLSA upgrades SREV (buy) KeyBanc initiates VECO & AIXG (holds), Piper upgrades AMRS, KBW upgrades ASBC Opco i

CAN, JBL, PAYX) Wednesday: Rosh Hashanah holiday, Durable Goods Orders, Earnings (DRI, FDO, MKC, MOS) Thursday: German vote on July 21 EFSF, GDP, Kansas City Fed Manufacturing Activity, China HSBC Manufacturing PMI, Japan CPI & Industrial Production, Earnings (MU) Friday: Month/Quarter End, Personal Income & Consumption, Chicago P

anaccord upgrades FLG LN and initiates DJI LN (h) ••• Carnegie downgrades STL NO & TGS NO, Handelsbanken upgrades NOBI SS, KBC upgrades COLR BB ••• Macquarie initiates COP LN (op), Swedbank upgrades DNO NO Reporting Pre-Open: OMN, SCHL Reporting Post-Close: MU, NKE, ADES, KOOL, PRGS, THO, THST Economic

Economic Data: Jobless Claims / Durable & Capital Goods Orders @ 8:30am, Markit US Services & Composite PM's / Bloomberg Consumer Comfort @ 9:45am, Kansas City Fed Manufacturing Activity Index @ 11am EIA natural gas storage change @ 10:30am, Treasury auction in 7yr notes @ 1pm ($296) Fed Speakers: Lockhart @ 1:20pm (Miss) Conferenc