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barrels per day 3.500 3.000 2.500 2.000 1.500 1.000 500 Libya & Algeria exports 0 1999 2001 2002 2004 2005 2007 2008 2010 Source: Bloomberg. 2 EFTA00610625 Eye on the Market I March 10.2011 J.P.Morgan On Europe, solvency problems in Greece, Portugal and Ireland are increasingly bei
nt • Maturing extension on EFSF and lower borrowing • Binding debt reduction plans • EFSF purchases of government debt in secondary markets • EU Commission monitoring of competitiveness and productivity targets, with fines for large imbalances • Increase in EFSF • Constitutionally required capacit
lmdCe3vmr> notes that it would still include a list of 24 "prior actions" that Greece must complete by the end of the month before aid is released. Bloomberg<http://www.bloomberg.com/news/2012-02-16/ecb-said-to-swap-greek-bonds-for-new-debt- to-avoid-loss-from-restructuring.html> says that the ECB will exc
Packaging Conference (NYC), Jefferies Global Clean Tech Conference (NYC), Earnings (DLTR, GRMN, RRD, TJX, ADI, ESRX, FLS, HPQ, LTD, WMB) Thursday: EU Commission publishes GDP, FHFA House Price Index, Kansas City Fed Manufacturing EFTA00419542 Activity, Earnings (AEE, AMT, CMS, DNR, KSS, PCS, SWY, TGT, AIG,
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
or Conference (Macau), Earnings (ABT, BK, BLK, MS, SVU, AXP, EBAY, ETFC) Thursday: Philadelphia Fed Index, Leading Indicators, Existing Homes Sales, EU Commission proposes measures on securities markets and insider dealing, Earnings (BBT, DO, FITS, KEY, LLY, LUV, PM, T, CB, CMG, COF, MSFT, SNDK) Friday: Earn
.html> Groupon Makes Foray Into U.K. E-Commerce Bloomberg<http://www.bloomberg.com/news/2011-09-13/groupon-
Defense Conference (London), Earnings (PLL) Thursday: Boehner delivers speech about the economy, CPI, Empire Manufacturing, Philadelphia Fed Index, EU Commission will publish its interim economic forecasts, Earnings (RIMM) Friday: S&P annual IWF review and quarterly share rebalance for the S&P 500/400/600 ind
s (3rd time in 13 months debt has been downgraded by Moody's) European banks vow $1 trillion cuts in the next two years as recapitalization looms (Bloomberg<http://www.bloomberg.com/news/2011-10-18/banks-in-europe-vow-l-trillion-shrinkage- amid-threats-of-recapitalization.html>) EU ban on naked CDS on so
http://www.digitimes.com/news/a20111018PD214.html> Key Events This Week Thursday: Philadelphia Fed Index, Leading Indicators, Existing Homes Sales, EU Commission proposes measures on securities markets and insider dealing, Earnings (BBT, DO, FITB, KEY, LLY, LUV, PM, T, CB, CMG, COF, MSFT, SNDK) Friday: Opti
Entities connected to both Bloomberg L.P. and EU Commission

Ghislaine Maxwell
PERSON
William Barr
PERSON
Michigan
LOCATION
Philadelphia
LOCATION
Lesley Groff
PERSON
Detroit
LOCATION
David Cameron
PERSON
Angela Merkel
PERSONIke Groff
PERSON
Tony Blair
PERSON
Moody's
ORGANIZATIONJefferies
ORGANIZATION
Macau
LOCATION
Barron
PERSONFisher
PERSON
Vince Foster
PERSON
Rupert Murdoch
PERSON
TechCrunch
ORGANIZATIONBaird
PERSON
Piper
PERSON