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ales and net light, confirms FY guidance (trading -6.2%) HF's & PE have amassed an unprecedented $74B to invest in distressed situations in Europe (Bloomberg) Eurozone GDP contracted in Q2 on Italy/Spain (GDP -0.2% q/q = inline with median estimates) French GDP comes in slightly better than expected (un
-still-doesnt-8037040.html> Key Events This Week Wednesday: Empire Manufacturing, CPI, Earnings (ANF, DE, SPLS, TGT, A, CSCO, LTD, NTAP) Thursday: Housing Starts & Building Permits, Earnings (DLTR, GME, ROST, SHLD, GPS, MRVL) Friday: Options Expiry, U. of Michigan Confidence, Leading Indicators, Earnings (SJM) Key Events on th
SJ<http://online.wsj.com/article/S1110001424052970204346104576636891897745266.html> Bofa said to split regulators over shifting Merrill derivatives Bloomberg<http://www.bloomberg.com/news/2011-10-18/bofa-said-to-split-regulators-over-moving- merrill-derivatives-to-bank-unit.html> Mislabeling China Risk at
gs Digital<http://allthingsd.com/20111017/exclusive-yahoo-cto-out-but-stays-eir-at-company/> Key Events This Week Wednesday: BOE MPC minutes, CPI, Housing Starts & Building Permits, Citi Greater China Investor Conference (Macau), Earnings (ABT, BK, BLK, MS, SVU, AXP, EBAY, ETFC) Thursday: Philadelphia Fed Index, Leading Indica
in Second Quarter HITC • India's Fear of Growth Bloomberg • Why Is U.S. Economic Mobility Worse in the Sou
cturing, NAHB Housing Survey, CPI, Industrial Production, Earnings (EL, KSS, PRGO, WMT, AMAT, JWN) Friday: Nonfarm Productivity & Unit Labor Costs, Housing Starts & Building Permits, U. of Michigan Consumer Confidence, Eurozone CPI & trade balance Saturday: China July property prices Key Events on the Horizon August 21 — Fed
Long S&P 500 / Short AUD (reflects key macro themes for 2014) • Barclays said to plan "role-based pay" for some employees to counter EU bonus caps (Bloomberg) (trading +0.54%) • Fresenius: US scraps medicare cuts, keeps 2014/15 dialysis bundles flat & allow for inflation adjusters (trading +8.4%) • Bab
Guardian • We must never forget John F Kennedy's legacy as a tax cutter CityAM Key Events This Week Tuesday: MSCI changes effective on the close, Housing Starts & Building Permits, House Price Index, Consumer Confidence, =Case-Shiller Home Price Index, Richmond Fed Manufacturing Index, Earnings (HRL, PLL, TIF, ADI, HPQ, ZLC)
Entities connected to both Bloomberg L.P. and Housing Starts & Building Permits

Michael Jackson
PERSON
Samantha Power
PERSON
William Barr
PERSON
Lesley Groff
PERSON
David Cameron
PERSONIke Groff
PERSON
Tony Blair
PERSONJefferies
ORGANIZATION
Barron
PERSON
Wells
ORGANIZATION
Horizon
ORGANIZATION
Piper
PERSONBarcap
ORGANIZATIONStifel
ORGANIZATIONJanney
PERSON
Bernanke
PERSON
Philadelphia Fed
ORGANIZATIONUS Key Research
ORGANIZATIONBerenberg
ORGANIZATIONEmpire Manufacturing
ORGANIZATION