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ff initiates CERN (hold), Key Research: MS initiates AME/RBC (ew's) and HUBB/CBST/NBIX/NPSP (ow's) and OPTR (uw) Key Research: UBS cuts ADTN/PLCM, Stifel downgrades ENS, Wells downgrades NOVA, JMP initiates ACCL (op) Key Research: RBC initiates CF (sp) & cuts UPS, Capstone initiated NILE (buy), Piper
% in July Australian Building Approvals +6.4% m/m in August versus estimate +4.7% and -21.2% in July Leading European Sectors: Autos/Parts +0.83%, Trav/Les +0.39%, Insurance +0.31% Lagging European Sectors: Oil & Gas -1.25%, Basic Res -1.01%, Chemicals -0.93% OIIM lowers guidance - CLRX Life Tech agree
Raja downgrades HBAN • SunTrust initiates KRO (reduce), Citi downgrades MDP, PacCrest upgrades NFLX • Jefferies cuts NGLS/EPD, Baird upgrades SCTY, Stifel cuts R, Sterne Agee upgrades BOFI (buy) Europe Key Research: :••• Bofa downgrades SDRL NO/BAW SJ/ARTC DB & upgrades HTO GA (buy), Investec cuts DIA
+2.8%) • Accor reports O1 revenue after the close, market looking for €1.23 billion (trading +1.1%) Leading European Sectors: Autos/Parts +1.22%, Trav/Les +0.83%, Fin Services +0.41% Lagging European Sectors: Food/Bev -1.42%, Basic Res -0.99%, Tech -0.80% PBCT op eps missed —ALSN net sales beat — DHR
led/priced): Synacor (SYNC) 6.8M shares priced at $5, GSE Holding (GSE) 7M shares priced at $9 Key Research: Barcap intiates GILD (ow) & IDIX (ew), Stifel initiates TIE (hold), SocGen upgrades CS, BB&T initiates MTW (hold) Key Research: Citi downgrades AKS and MASI (sell) & initiates COH/RKT (buy's) &
on Asia demand UK January factory output prices rose 0.5% versus estimate +0.1% (fastest pace in 9 months) Leading European Sectors: Tech +1.16%, Trav/Les +0.19%, Food/Bev -0.01% Lagging European Sectors: Chemicals -1.26%, Insurance -1.25%, Banks -1.04% MPWR tops eps 4c - BRKS rev forecast beats - LF
d): Exmar Energy Partners (XMLP) files $125M IPO through IN Morgan, BofA, and Citi US Key Research: • BMO initiates BGCP (mp), Key downgrades CHMT, Stifel assumes CELP (buy), Capital One upgrades BXP • Piper initiates ASGN/TW/MAN (ow) and KFY/RHI (neut), RBC downgrades KBH Europe Key Research: ••• RB
arrest (trading -9.5%) • U.S. issues terror warnings for citizens in Turkey amid IS strikes, no new specific threat (AP) Leading European Sectors: Trav/Les +1.20%, Autos/Parts +1.06%, Telco +0.97% Lagging European Sectors: Basic Res -1.13%, Retail -0.40%, Real Estate -0.27% Secondaries (announced/price
Entities connected to both Stifel and Trav/Les

Lesley Groff
PERSONIke Groff
PERSON
Barron
PERSON
Bloomberg L.P.
ORGANIZATIONBaird
PERSONBarcap
ORGANIZATION
Barack Obama
PERSONJefferies
ORGANIZATION
Piper
PERSON
Wells
ORGANIZATION
Bernanke
PERSON
Horizon
ORGANIZATIONNomura
ORGANIZATION
Philadelphia Fed
ORGANIZATIONJanney
PERSONCanaccord
ORGANIZATION
Stanford University
LOCATION
Michael Jackson
PERSONBerenberg
ORGANIZATIONKepler
PERSON