Epstein Secrets

FOE (buy) Key Research: Atlantic upgrades MOS, JPM downgrades SMG, Janney upgrades CRAI (buy), Piper upgrades RDN Key Research: JPM upgrades NVTL, Jefferies upgrades FST (buy), Bofa reinstates ADI (buy), Auriga assumes NVDA (buy) Key Research: Bofa upgrades AAT/FRT/TCO (buys) & downgrades DDR/KIM/REG R

74.57 (-0.45%) Crude $102.32 (+$1.73) ***Month End (S&P 500 -2.4% mtd), Semi-annual MSCI Rebalance today*** ***CaseShiller Home Price Index @ 9am, Chicago PMI @ 9:45am*** ***Consumer Confidence @ 10am, Dallas Fed @ 10:30am*** ***Bank of Canada rate decision @ 9am, China PMI tonight @ 9pm*** EU's Juncker

GD/LMT/NOC/LLL (holds), Cantor initiates ZMH/SYK (holds) Key Research: Piper downgrades VCLK & initiates TITN (ow), Canaccord initiates MM (buy), Jefferies downgrades PEG Key Research: DB upgrades AZO (buy), JPM downgrades DOW, UBS downgrades EW, GS upgrades JPM & cuts MS Key Research: GS upgrades LPS

), House will vote on whether to hold AG US GDP, Kansas City Fed Manufacturing, EU Summit in Brussels, RIMM) Friday: Personal Income and Spending, Chicago PMI, Michigan Confidence, EC qtrly report on Euro area, Earnings (STZ) This e-mail and any files transmitted with it are confidential and intended only

pco initiates ORBK (op), Raja initiates YUM/VRA/MCD (op's), JPM initiates RMBS (ow) Key Research: Stifel initiates PAG/GPI/FIO (buys) & ABG (hold), Jefferies initiates EFTA00427362 IR/KMT/OAS (buys) Key Research: Citi downgrades ZMH (sell), Barclays downgrades GR/EW & upgrades NOVA Key Research: GS in

Activity, China HSBC Manufacturing PMI, Japan CPI & Industrial Production, Earnings (MU) Friday: Month/Quarter End, Personal Income & Consumption, Chicago PMI, Michigan Confidence, China PMI, US gas tax expires, Deadline for Bank of Spain announcement on Spanish bank recapitalization Saturday: China's Na

vercrest Asset Management (SAMG) 4.79M shares priced at $11 IPO's: IBEX LN, MATAS DC, KGX GY, Ocean Yield books closing today US Key Research: ••• Jefferies initiates OCN/PMT/WAC (buys) & NSM/PFSI/PHH (holds), Roth re-establishes BDE (neut) •••• Opco initiates ZINC (op) & PANW/HXL (perform), SocGen initi

s KER FP and downgrades CFR VX & RMS FP, SocGen initiates PMI IM (h) Reporting Pre-Open: AZZ, BBRY, EMMS, FINL Economic Data: NAPM-Milwaukee @ 9am, Chicago PMI @ 9:45am, U. of Michigan Confidence @ 9:55am Fed Speakers: Stein @ 8arn (NYC), Lacker @ 9:15am (White Sulphur Springs, WV), Pianalto @ 12pm (Wheelin

s below — SIMG topped Secondaries (announced/priced): NLCH, TRS, STNG, BCRX, CUZ, FER SM IPO's: N/A US Key Research: ••• Atlantic downgrades XYL, Jefferies downgrades OPTR, Wells cuts NVDA/ROK & upgrades TVL ••• BMO cuts DCI, RBC upgrades GGP, SunTrust initiates GDP (buy), Evercore upgrades WU • JPM up

ny competing bids to surface (SU FP trading +4.3% and ISYS LN trading 501p last). Busy macro day ahead with EFTA00386261 the ADP Employment, GDP, Chicago PMI all due out this morning before the Fed later this afternoon. FOMC statement hits at 2pm but there will be no SEP update or press conference along w