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els of the after-hours strength in the US following earnings beats from the likes of AAPL, FB, CTXS, TXN, etc. On the M&A front, Alstom +13% on the Bloomberg story that GE is interested in buying them for $13B although Alstom says they are unaware of any potential bid. Other than that it is the heaviest e
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
estimates across the board and sees "boatload" of price increases (trading +5.5%) McDonalds raises quarterly cash dividend by 15% to 70c from 61c (Bloomberg estimate = 68c) yesterday Raytheon authorized an added $2 billion worth of share buybacks after the close Bank of America in exclusive talks to s
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
revs beat but profit fell (declared 18c dividend) (trading up small) • Burger King issues $2.25B of debt to fund Tim Hortons (THI CN) acquisition (Bloomberg) • MI Q3 ebit margin light, September sales so far +7.0% (mkt at +14.4% for month) (trading -3.5%) • Telecom Italia: Sol Trujillo said to seek $9.
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
ss Claims / PPI @ 8:30am, Markit US PMI @ 8:58am, Bloomberg Economic Expectations & Consumer Comfort @ 9:45a
no brick Guardian • MPC must not be blinded by the wrong data and raise rates too soon Guardian Key Events This Week Friday: JOLTs Job Openings, Kansas City Fed Manufacturing Activity Index, Eamigs (PETM, FL) Key Events on the Horizon Nov 26 - MSCI changes effective on the close Nov 27 — Italy Senate to vote on expelling Berlusc
Entities connected to both Bloomberg L.P. and Kansas City Fed Manufacturing Activity

Barack Obama
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Michigan
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Lesley Groff
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Washington D.C.
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Stanford University
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Horizon
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