Epstein Secrets

er Newspaper Articles & Stories Barron's positive: Cloud Peak Energy (CLD) Banks may avoid threatened financial penalties for faulty foreclosures - Bloomberg NFLX and Lionsgate unite for exclusive syndication arrangement for Mad Men - Bloomberg Bloomberg Berlusconi sex, abuse-of-power trial is postpone

eries of accounting scandals - South China Morning Post EFTA00435927 Key Events This Week Thursday: Consumer Credit, Bloomberg Consumer Comfort, BOE & ECB rate announcement, Earnings (STZ) Friday: USDA Crop Report, Wholesale Inventories This e-mail and any files transmitted with it are confidential a

the PMC group (trading -0.19%) French sells 04.805 billion of 10yr bonds (average yield 2.28% versus 2.21% prior) European banks told to hold on (Bloomberg billion-of-fresh-capital.html>) to $258 billion of fresh capital by the EBA Draghi stares at Spain as brinkmanship (Bloomberg brinkmanship-keeps

s probably tighter than some of the recent polls have suggested and the odds of Romney being elected moved from 25.0% to 33.4% on Intrade overnight. BOE & ECB decisions later this morning and no one is expecting any changes or material policy updates (focus will be on Draghi Q&A and any commentary around

ss Claims / PPI @ 8:30am, Markit US PMI @ 8:58am, Bloomberg Economic Expectations & Consumer Comfort @ 9:45a

nges effective on the close Nov 27 — Italy Senate to vote on expelling Berlusconi from Parliament Nov 28 — US Thanksgiving (market closed) Dec 5 — BOE & ECB rate decisions EFTA00379411 Dec 18 — FOMC rate decision Jan 15 — Current CR runs out Feb 7 — Debt ceiling deadline (Treasury can use extraordina

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

ay: China November manufacturing PMI Sunday: China November HSBC manufacturing PMI Key Events on the Horizon Dec 4 — OPEC meets in Vienna Dec 5 — BOE & ECB rate decisions Dec 13 — Congress budget deal deadline Dec 18 — FOMC rate decision Jan 15 — Current CR runs out Jan 21 — State of the Union Addres

Jobless Claims @ 8:30am, Markit US PMI @ 8:58am, Bloomberg Consumer Comfort @ 9:45am, Construction Spending

(est 52.8), Italy 50.4 (est 49.7), Spain 49.8 (est 50.6), Sweden 51.3 (est 53.0). Note that Switzerland is closed for holiday today (National Day). BOE & ECB coming up @ 7am & 7:45am respectively. No changes expected for the BOE although Mark Carney and team will present their review of introducing forwa