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upgrades WCH GY, Redburn upgrades ITX SM Key Research: UBS upgrades LXS GY, Liberum downgrades LLOY LN, Canaccord downgrades SAB LN Key Research: Berenberg upgrades MTX GY, DB upgrades TFI FP, UBS downgrades LIN GY Reporting Pre-Open: MASC Reporting Post-Close: MAR, MSW, PRXI, TXI EFTA00408947 Econo
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
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•••• Commerzbank upgrades MRK GY, Barclays strategy downgrades EM & upgrades Japan, Natixis downgrades IAM FP ••• Barclays reinstates ELPE GA (ew), Berenberg downgrades TATE LN, BofA remains cautious Greek Banks ••• UBS upgrades TATE LN & downgrades ERICB SS, JPM downgrades TATE LN & THR BB, Jefferies dow
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)
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Capital One upgrades BXP • Piper initiates ASGN/TW/MAN (ow) and KFY/RHI (neut), RBC downgrades KBH Europe Key Research: ••• RBC downgrades HL/ LN, Berenberg upgrades IT IM, JPM downgrades BN FP & upgrades BSPB RU & NVTK LI EFTA00361932 •••• SocGen upgrades DCG LN, UBS upgrades AMEC LN, Barclays upgrade
US Q2 GDP, Michigan Consumer Confidence, Ryder Cup begins at Gleneagles (Scotland), (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)
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RI, MHO, EDEN FP, DANSKE DC IPO's: Tetraphase Pharmaceuticals (TTPH) pricing 3/19, Enanta Pharmaceuticals (ENTA) pricing 3/20 US Key Research: ••• Berenberg downgrades AAPUCNH/Samsung (sells), Atlantic initiates COV & VAR (ow's) ••• Multiple BFAM initiations, Citi downgrades JCP, GS removes QCOM from con
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
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Lesley Groff
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IG
Ike Groff
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Bloomberg L.P.
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Barron
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Jefferies
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Barack Obama
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Michael Jackson
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Canaccord
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RA
Rajoy
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Stifel
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KE
Kepler
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David Cameron
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US Key Research
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Macquarie
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Michigan
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Bernanke
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Bernstein
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Piper
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Baird
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Samantha Power
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