Epstein Secrets

Data: ICSC/Redbook retail sales @ 7:45am/8:55am, Personal Income & Spending / Employment Cost Index @ 8:30am, ME CaseShiller Home Price Index @ 9am, Chicago PMI @ 9:45am, Consumer Confidence @ 10am API crude oil inventories @ 4:30pm Conferences: KBW Community Bank Conference (NYC), BMO Biotech Corporate Ac

higher with the exception of the SCHOMP which continues to underperform. China PMI out tonight 0 9pm tonight and Europe/US PMI's tomorrow morning. Sueddeutsche reporting again that plans to give the ESM a banking license to give it access to unlimited ECB funding are gaining support (although Germany still

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

to exceed 25% cash payout in 2013) • Germany May retail sales +0.8% m/m versus estimate +0.4% (+0.4% y/y versus estimate +0.2%) • ECB denies the Sueddeutsche article they are discussing additional bond-buying across 17 EU states Leading European Sectors: Tech -0.82%, Healthcare -0.75%, Chemicals -0.31% L

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

rate is 12.1%, July consumer prices +1.6% y/y inline with estimates • ECB President Mario Draghi favors releasing miutes from the ECB meetings says Sueddeutsche (MNI) • Nintendo profit beats estimates helped by weaker JPY (70% revenues from overseas) (after close) • Honda profit misses estimates as delive