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OSUR IPO's (filed/priced): N/A Key Research: UBS initiates AAPL (buy $740pt) and EMC (buy) & downgrades SYT/DUK, BMO downgrades SUI Key Research: Jefferies downgrades HMSY/AGP, Stifel downgrades HGG, Wells initiates VPHM (mp) and REXX (op) Key Research: Susquehanna initiates NXPI (neut), JMP initiates
Earnings (FAST, PGR) Friday: Michigan Confidence, PPI, Earnings (JPM, WFC) (focus on additional details around JPM CIO trading loss) Key Events on the Horizon July 17/18 - Bernanke gives monetary policy reports to Senate & House July 20 - Tentative date for Eurogroup meeting to finalize MoU for Spanish bank
/22 1x2 call spread for .03 credit 6k x 12k TBT last traded above 20 in early april12 Secondaries (announced/priced): DG IPO's: N/A Key Research: Jefferies initiates EDG (buy) & downgrades RAX & upgrades CLR (buy) Key Research: Baird downgrades FMER, Citi downgrades NSM, Janney initiates CSE/CIT (buy's)
ed after 6pm, BMO Fixed Income Insurance Conference (Toronto) Saturday: Belmont Stakes (I'll Have Another going for the Triple Crown) Key Events on the Horizon June 15 - FTSE UK index series annual review & rebalance (new free float methodology) (£120B+ tracks FTSE UK indices) June 17 - Greek presidential e
w), Berenberg downgrades TATE LN, BofA remains cautious Greek Banks ••• UBS upgrades TATE LN & downgrades ERICB SS, JPM downgrades TATE LN & THR BB, Jefferies downgrades UNA NA EFTA00361842 ••• UBS adds FRES LN to most preferred list & removes POLY LN from least preferred list, DB downgrades OGKE RX ••
es Flash PMI Sept, Earnings (MU, NKE) Friday: Q2 GDP, Michigan Consumer Confidence, China Industrial Profits August, Earnings (FINL) Key Events on the Horizon Oct 2 — ECB publishing details of ABS purchases Oct 5 — Brazil presidential election Oct 6 — T+2 settlement across EEA countries (plus Switzerland)
NH/Samsung (sells), Atlantic initiates COV & VAR (ow's) ••• Multiple BFAM initiations, Citi downgrades JCP, GS removes QCOM from conviction buy ••• Jefferies downgrades MR, Piper initiates PPHMNNDANVUS (ow's) & CLVS (neut) & NAVB (uw) ••• KBW upgrades ICE, Roth initiates CYTX (buy), WBlair initiates BMY (
nce, Bofa Refining Conference (NYC), Earnings (KR, HRB, JSDA, SKUL) Friday: February Employment Report, Earnings (FL) EFTA00394119 Key Events on the Horizon March 14 — Fed to release decisions on proposed capital plans of banks, Samsung launch event in NYC (Galaxy S4) March 19 — BOJ governor Masaaki Shira
Entities connected to both Jefferies and the Horizon

Tony Blair
PERSON
William Barr
PERSON
Bloomberg L.P.
ORGANIZATION
Lesley Groff
PERSONIke Groff
PERSON
Barron
PERSON
Samantha Power
PERSONFisher
PERSON
Barack Obama
PERSONBaird
PERSON
Michigan
LOCATIONStifel
ORGANIZATION
Michael Jackson
PERSONNomura
ORGANIZATIONUS Key Research
ORGANIZATION
Wells
ORGANIZATION
Bernanke
PERSON
Piper
PERSONBerenberg
ORGANIZATIONCanaccord
ORGANIZATION