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m June. Outside of Japan, China macro numbers were in focus especially a slightly better beat in GDP: GDP 7.4% (Cons 7.3%); Mar IP +8.8% (Cons +9%); Retail Sales +12.2% (Cons +12.1%). ChiNext fell nearly -1.0% on continued noise on IPO resumption with some talks that subscriptions could resume next week. Eur
s priced at $30 (below range), TriVascular Tech (TRIV) 6.5M shares priced at $12 (below range), Anima Holding (ANIM IM) began trading this morning US Key Research: ••• Barcap upgrades LNC & downgrades RGA, GS upgrades GPC and SFUN (buy) • Imperial upgrades ZBRA/GDP and initiates SBGL (op), RBC initiates ATEN
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
shares priced at $20, Frank's International (FI) 30M shares priced at $22 (above range), Mix Telematics (MIXT) 6.3M ADS priced at $16/sh (high-end) US Key Research: ••• GS downgrades FL, Compass Point cuts DV, Jefferies initiates XXIA (buy), CS downgrades SPH • DB upgrades IHS (buy), Wells upgrades STJ, JPM up
C), D.A. Davidson Financial Services Conference (Seattle, WA), Earnings (CTSH, LINTA, ATVI, CTL, MNST, NWSA, EXPD) Thursday: Wholesale Inventories, Retail Sales, BOE rate decision, Earnings (AES, APA, CVC, DF, PCP, WIN, XRAY, CFN, NVDA) EFTA00390878 Friday: Treasury Budget Statement, G8 Fin Min / central
ing hours in VIX products Secondaries (announced/priced): HTZ (holders), CFX, FSP, VNTV, CPN, GNRC IPO's (lock-up expires): Atossa Genetics (ATOS) US Key Research: EFTA00390875 • Barcap initiates OMTH (ow), DB initiates RALY/ EVTC (buys), GS upgrades ACI & downgrades ANR (sell) • Cowen initiates BLOX/CALX/C
Thursday: Some European markets closed for Ascension Day, (Sweden, Denmark, Norway, Finland, Switzerland, Austria, Russia), Wholesale Inventories, Retail Sales, BOE rate decision, Earnings (AES, APA, CVC, DF, PCP, WIN, XRAY, CFN, NVDA) Friday: Denmark closed, Treasury Budget Statement, G8 Fin Min / central
ert), DDD, CIE (holders), APO, BIP, FLT, JMI, REN, ISIS, DE NA EFTA00390703 IPO's: Armada Hoffler Properties (AHH) 16.5M-shares priced at $11.50 US Key Research: ••• Mizuho upgrades MYGN (buy), Piper initiates CRI/PLCE (CRI), Citi upgrades AME (buy) & cuts IEX • Barcap upgrades BAX, Opco cuts CA/TWTC, Baird
Entities connected to both Retail Sales and US Key Research

Lesley Groff
PERSONIke Groff
PERSON
Barron
PERSON
Barack Obama
PERSON
Bloomberg L.P.
ORGANIZATION
Stanford University
LOCATIONBarcap
ORGANIZATIONJefferies
ORGANIZATION
Horizon
ORGANIZATIONMark Camey
PERSONEmpire Manufacturing
ORGANIZATION
David Cameron
PERSON
Bernanke
PERSONBaird
PERSON
Wells
ORGANIZATIONNomura
ORGANIZATION
Philadelphia Fed
ORGANIZATIONKepler
PERSONStifel
ORGANIZATION
Norway
LOCATION