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ansports Conf, BofA Global Metals/Mining/Steel Conference begins (Barcelona), Earnings (CSC, DE, ACAT, WAG, M, CSCO, WYY) Thursday: Japan GDP, CPI, Philadelphia Fed, Housing Starts, RBC Capital Markets Aerospace & Defense Conference (NYC), Earnings (KSS, WMT, ADSK, AMAT, ARUN, JCP, JWN, SINA) Friday: U. of Mich
oday: BofA Global Metals/Mining/Steel (Barcelona), UBS Financials (NYC), Citi Global Energy/Utilities (Boston), BofA Global Transportation (Boston), JPM Global TMT (Boston). SPA's -3 handles = 1628.20 last. • Sony: Dan Loeb's Third Point has built 6.5% stake in Sony (seeks break-up) (letter here) • Take-Two
ansports Conf, BofA Global Metals/Mining/Steel Conference begins (Barcelona), Earnings (CSC, DE, ACAT, WAG, M, CSCO, WYY) Thursday: Japan GDP, CPI, Philadelphia Fed, Housing Starts, RBC Capital Markets Aerospace & Defense Conference (NYC), Earnings (KSS, WMT, ADSK, AMAT, ARUN, JCP, JWN, SINA) Friday: U. of Mich
usiness Optimism, Import Price Index, Eurozone IP & ZEW survey, Bofa Global Metals & Mining Conf, Bofa Health Care Conf, Citi Energy/Utilities Conf, JPM Global TMT, UBS Global Financials, Earnings (A, XONE, CACH) Wednesday: European O1 GDP's, MBA Mortgage Applications, US PPI & IP, NAHB Housing Index, Empire M
& IP, NAHB Housing Index, Empire Manufacturing, TIC Flows, Bofa Global Transports Conf, Earnings (CSC, DE, ACAT, WAG, M, CSCO, WYY) Thursday: CPI, Philadelphia Fed, Housing Starts, RBC Capital Markets Aerospace & Defense Conference (NYC), Earnings (KSS, WMT, ADSK, AMAT, ARUN, JCP, JWN, SINA) Friday: U. of Mich
usiness Optimism, Import Price Index, Eurozone IP & ZEW survey, Bofa Global Metals & Mining Conf, Bofa Health Care Conf, Citi Energy/Utilities Conf, JPM Global TMT, UBS Global Financials, Earnings (A, XONE, CACH) Wednesday: MBA Mortgage Applications, US PPI & IP, NAHB Housing Index, Empire Manufacturing, TIC F
Entities connected to both Philadelphia Fed and JPM Global TMT

Lesley Groff
PERSONIke Groff
PERSON
Bloomberg L.P.
ORGANIZATION
Barron
PERSON
Bernanke
PERSONEmpire Manufacturing
ORGANIZATIONMark Camey
PERSONUS Key Research
ORGANIZATIONHousing Starts
ORGANIZATION
Stanford University
LOCATION
David Cameron
PERSONU. of Michigan Consumer Confidence
ORGANIZATIONUS PPI & IP
ORGANIZATION
Samantha Power
PERSON
Barcelona
LOCATIONNAHB Housing Index
ORGANIZATIONMBA Mortgage Applications
ORGANIZATION
Bard College
ORGANIZATION
Washington D.C.
LOCATIONVWS DC
ORGANIZATION