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Second Quarter HITC • India's Fear of Growth Bloomberg • Why Is U.S. Economic Mobility Worse in the South Bloomberg Key Events Next Week Monday: Treasury Monthly Budget Statement, Japan Q2 GDP, BOJ Minutes, PacCrest Tech Forum (Vail), Jefferies Global Industrials Conference (NYC), Earnings (SYY, IOC, SINA) Tuesday: US Retail
vs est +2.8% (unchanged from June and well below the government's +3.5% upper limit), PPI declined for 17th straight month (-2.3% y/y vs est -2.2%), Retail Sales +13.2% vs est +13.5%, Industrial Output +9.7% vs est +8.9%, FAI +20.2% vs est +20.0%. Japan O2 preliminary GDP will be out on Sunday night which sho
meeting Feb 11-12, CS Financials Conf (Miami), Earnings (L, DNB, MAS) Tuesday: Obama delivers State of the Union (Marco Rubio to give GOP response), Treasury Monthly Budget Statement, JOLTs Job Openings, PacCrest Emerging Technology Summit (SF), Sterne Agee Financial Institutions Investor Conference (Miami), GS Technology and In
al Institutions Investor Conference (Miami), GS Technology and Internet Conference (SF), Earnings (AVP, FIS, FOSL, KO, MHP, MMC, GT, WU) Wednesday: Retail Sales, Import Price Index, Business Inventories, MBA Mortgage Applications, Eurozone IP, BOE releases Quarterly Inflation Report, Bofa Insurance Conferenc
e has to play to its many strengths Independent Key Events This Week Tuesday: Obama delivers State of the Union (Marco Rubio to give GOP response), Treasury Monthly Budget Statement, JOLTs Job Openings, PacCrest Emerging Technology Summit (SF), Sterne Agee Financial Institutions Investor Conference (Miami), GS Technology and In
al Institutions Investor Conference (Miami), GS Technology and Internet Conference (SF), Earnings (AVP, FIS, FOSL, KO, MHP, MMC, GT, WU) Wednesday: Retail Sales, Import Price Index, Business Inventories, MBA Mortgage Applications, Eurozone IP, BOE releases Quarterly Inflation Report, Bofa Insurance Conferenc
Entities connected to both Treasury Monthly Budget Statement and Retail Sales

Lesley Groff
PERSONIke Groff
PERSON
Barron
PERSONEmpire Manufacturing
ORGANIZATIONBarcap
ORGANIZATION
Barack Obama
PERSONBaird
PERSON
Horizon
ORGANIZATION
DISCA
ORGANIZATION
Bloomberg L.P.
ORGANIZATION
Angela Merkel
PERSONStifel
ORGANIZATION
Malaysia
LOCATIONJefferies
ORGANIZATION
Toronto
LOCATIONBB&T
ORGANIZATION
Wells
ORGANIZATIONNomura
ORGANIZATIONCanaccord
ORGANIZATIONMBA Mortgage Applications
ORGANIZATION