Epstein Secrets

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

esearch: Picks Live Key Research: Key Research: Jeff downgrades PMCS & initiates CMCSA/DTV/TWC (buy's) and CHTR/CVC/DISH Wedbush downgrades LNN, Wunderlich downgrades PMCS, CS downgrades CBI Swedbank downgrades ESV, Axiom initiates X (seil), Citi removes CVC from Top DB upgrades AF FP & downgrades STL

49524/FTSE-100-to-double-to- record-high-in-next-decade.html> Key Events This Week Tuesday: 614.4 billion in Greek Government bonds mature, Italy's Monti meets with labor unions, Housing Starts & Building Permits, Bernanke speaks at GW University, Paul Ryan to unveil Republican budget proposal, Illin

p), DB upgrades ABT (buy), Evercore upgrades NVDA JPM downgrades RDC & upgrades ESV and COF (buy) & downgrades Euro Mining Opco initiates YUM (op), Wunderlich downgrade CFR, Piper upgrades DWA UBS downgrades DSV DC & initiates EPAM (buy) & upgrades NUE/STLD (buy's) Enskilda downgrades HMB SS, HSBC downgra

as Portugal's ability to return to the financial markets in 2013 (but then acknowledges in the next sentence that there are no guarantees). Italy's Mario Monti holds a cabinet meeting today on economic targets and is expected to cut growth forecasts for 2012 according to the Telegraph<http://www.telegraph.

Key Research: Jefferies upgrades CNOOC (883 HK), Stifel initiates BX (buy), Nomura upgrades GPN (buy) Key initiates WIRE (hold), Piper initiates Wunderlich downgrades FSLR (sell), Reporting Pre-Open: ABT, APH, BK, BLK, DGX, HAL, HBAN, PNC, STJ, TXT, ASML, BLX, CTBI, FCFS, FRC, JAKK, MEG, MIICF, NYB, PI