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d): BWP, SRDX (dutch auction), SLTM IPO's (filed/priced): Eloqua (ELOQ) 8M shares priced at $11.50 Key Research: DB downgrades DRYS & upgrades RNR, Stifel initiates EXAR (buy), Bofa downgrades FMS Key Research: Piper downgrades HRC/HOTT, Baird upgrades FSLR & downgrades ANF, Citi downgrades AGP Key
ales in June matched the biggest advance since April 2011 (+1.0% m/m) Leading European Sectors: Banks +1.32%, Autos/Parts +0.86%, Oil & Gas +0.79% Lagging European Sectors: Basic Res -0.25%, Media -0.27%, Telco -0.19% WLT beats estimates - MANT guidance light - DVA earnings better D0X inline results - MET profit rises
ies assumes NKTR/PCRX/SHPG/SLXP/TEVANRX (buy) & AGN/SGNT/SUPN (hold) ••• KBW upgrades LION, Raja initiates ERIC (mp), Roth initiates GSVC (buy) ••• Stifel initiates EVDY (buy), Citi upgrades AZN (buy), Piper assumes RKUS (ow) EFTA00370850 • Stifel cuts CWH (sell), Raja upgrades MAIN/RUTH and GRGI (st
yes sacked at Manchester United (currently 7th in the EPL table) Leading European Sectors: Healthcare +2.75%, Chemicals +1.41%, Fin Services +1.38% Lagging European Sectors: Basic Res -0.17%, Oil & Gas +0.26%, Tech +0.37% Secondaries (announced/priced): ALSN, PLUS, AGIO IPO's (lock-up expiration): Aerie Pharma (AERI),
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
ngs 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/priced): SCTY (convert), WPC, CNNX, NYR BB rump placement, HMSO LN IPO'
B initiates ADS (buy) ••• Jefferies upgrades ADBE (buy), JPM upgrades BSAC & downgrades RBCN ••• Piper upgrades ARMH, Roth adds DGIT to focus list, Stifel upgrades MLNX (buy) ••• SunTrust initiates APD/PX (buys) & upgrades ADS (buy) & cuts AXLL, GS cuts NTGR (sell) ••• Wells cuts HPQ/LUFK & upgrades R
of 186-day bills at an average yield of 1.052% versus 0.538% on May 29 Leading European Sectors: Tech +2.23%, Real Estate +2.17%, Healthcare +2.13% Lagging European Sectors: Basic Res -0.56%, Autos/Parts +0.49%, Oil & Gas +0.80% MG guides FY13 ebitda lower — SNX eps forecast below — FCFS cuts outlook BNZL LN inline —
HSBC upgrades TIF, DA Davidson initiates FOR (buy), ISI initiates AMZN (buy) • Wells initiate BRO/AON (mp) & MMC (op), Northland initiates RHT (op), Stifel initiates STRZA (sell) • SunTrust initiates BIOS (buy), Evercore initiates BXP (ow), DB upgrades JPM (buy), Raja cuts GMR, Imperial initiates PKOH
nsion of long-term unemployment benefits until rate < 20% (ABC) Leading European Sectors: Chemicals +1.29%, Autos/Parts +0.71%, Construction +0.57% Lagging European Sectors: Basic Res -1.53%, Oil & Gas -0.14%, Healthcare -0.03% FLEX guides eps lower — WY earnings beat — MXIM penny better INFA rev view midpts above ests
Entities connected to both Stifel and Lagging European Sectors

Lesley Groff
PERSONIke Groff
PERSON
Bloomberg L.P.
ORGANIZATION
Barron
PERSONBaird
PERSONBarcap
ORGANIZATION
Barack Obama
PERSONJefferies
ORGANIZATION
Piper
PERSON
Horizon
ORGANIZATIONNomura
ORGANIZATION
Wells
ORGANIZATION
Michigan
LOCATIONOsborne
PERSON
Stanford University
LOCATION
Bernanke
PERSON
Philadelphia Fed
ORGANIZATION
David Cameron
PERSON
Draghi
PERSONSwedbank
ORGANIZATION