Epstein Secrets

Statement, China Industrial Production/Retail sales/GDP, Euro IP, Italy bond auction, JMP Healthcare Conference (NYC), 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 giv

Key Research: UBS initiates AAPL (buy $740pt) and EMC (buy) & downgrades SYT/DUK, BMO downgrades SUI Key Research: Jefferies downgrades HMSY/AGP, Stifel downgrades HGG, Wells initiates VPHM (mp) and REXX (op) Key Research: Susquehanna initiates NXPI (neut), JMP initiates JNPR (mp), Baird downgrades

tion 2-7-10yr, Challenger Job Cuts, RBC Consumer & Retail Investor Day (NYC), Earnings (HRB, LULU, TD CN, PANW) Friday: November Employment Report, Michigan Confidence, Earnings (BNS CN) EFTA00400429 Saturday: China CPI & PPI Sunday: China retail sales/industrial production/FAI Key Events on the Hori

des CF, Key Research: GS upgrades EV and DELL (buy) & downgrades JNS/ELYJQLGC (sell's), DB upgrades IGT/TOT (buys), MS upgrades WSM Key Research: Stifel upgrades WWAV, Bernsein downgrades EIX, JMP upgrades BSX, UBS downgrades TEVA, Nomuta cuts VZ Key Research: ISI upgrades DLR/EDD/KRC (buy's) & down

vote on whether to hold AG US GDP, Kansas City Fed Manufacturing, EU Summit in Brussels, RIMM) Friday: Personal Income and Spending, Chicago PMI, Michigan Confidence, EC qtrly report on Euro area, Earnings (STZ) This e-mail and any files transmitted with it are confidential and intended only for the

is may be a case of buying protection after a 5% run up over the last 2 weeks. Secondaries (announced/priced): MDW, ROSG IPO's: N/A Key Research: Stifel assumes RTN (buy) & GD/LMT/NOC/LLL (holds), Cantor initiates ZMH/SYK (holds) Key Research: Piper downgrades VCLK & initiates TITN (ow), Canaccord i

ndex, US Current Account Balance, Japan Industrial Production, Thursday: Empire Manufacturing, PPI, Philly Fed Friday: CPI, Industrial Production, Michigan Confidence Ike Groff 680 Washin ton Bl • (203) 302-7300 l• mailto (Description: Description: cid:image001.png801CBROFB.045D89F0] This e-mail and

AT LN (sell) & initiates MTDR (neut) and IPCM (buy), HSBC downgrades GLE FP Key Research: Janney upgrades NWY (buy), Kepler initiates Prada (hold), Stifel initiates ETN/IEX (buy's) and CIR (hold) Reporting Pre-Open: AAON, ADES, BKR, BWEN, EBIX, EF, FDS, INSM, LDL, RAVN, REX, SYPR, TLP, UTSI, VIP, XRI

Independent<http://www.independent.co.uk/news/business/news/spending-fall-raises-new-fears- over-economy-7936488.html> Key Events This Week 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 giv

PRGO Key Research: cuts HRL (sell) Key Research: ISI initiates CVS/MCK/ABC (ow) & CAH/ESRX (mw) & WAG (uw), Mizuho downgrades ADTN Key Research: Stifel initiates TRN/GBX (buys) & ARII/RAIL (hold) & downgrades ADTN, BMO initiates AMZN (mp) Key Research: Raja downgrades AGP, Wells upgrades DIS, Canto

d, Obama visits Japan, Draghi speaks @ 5am EST, Earnings (ABC, AET, BTU, DNKN, GM, HSY, LO, MMM, UPS, WM, CB, MSFT, V, SBUX) Friday: Markit US PMI, Michigan Confidence, Earnings (CI, F, MCO, VFC, WHR) Key Events on the Horizon May 5 - Ira Sohn Conference NYC 9 (link) May 17 — Portugal exits bailout pro

ies assumes NKTR/PCRX/SHPG/SLXP/TEVANRX (buy) & AGN/SGNT/SUPN (hold) ••• KBW upgrades LION, Raja initiates ERIC (mp), Roth initiates GSVC (buy) ••• Stifel initiates EVDY (buy), Citi upgrades AZN (buy), Piper assumes RKUS (ow) EFTA00370850 • Stifel cuts CWH (sell), Raja upgrades MAIN/RUTH and GRGI (st

e Bundestag will be voting on the Greece bailout on Feb 27). Meanwhile another 48 hour strike has begun in Athens today. ***Trade Balance @ 8:30am, Michigan Confidence @ 9:55am, Treasury Budget @ 2pm*** ***Bernanke speaks on housing @ 12:30pm, China trade data tonight*** China exports -0.5% and imports

led/priced): Synacor (SYNC) 6.8M shares priced at $5, GSE Holding (GSE) 7M shares priced at $9 Key Research: Barcap intiates GILD (ow) & IDIX (ew), Stifel initiates TIE (hold), SocGen upgrades CS, BB&T initiates MTW (hold) Key Research: Citi downgrades AKS and MASI (sell) & initiates COH/RKT (buy's) &

he closing prints. June is tracking to be the busiest volume month in the US since May 2012. SPA's +6 handles = 1612 last. "*BBRY reports pre-open, Michigan Confidence @ 9:55amm "'China NBS & HSBC manufacturing PMI out Sunday night"' • Accenture profit up but cuts eps view & sales forecast missed estim

blishes BDE (neut) •••• Opco initiates ZINC (op) & PANW/HXL (perform), SocGen initiates CTSH (buy) & INFY (hold) • Ascendiant initiates AMSC (buy), Stifel initiates ANN (hold), UBS downgrades ACN ••• FBR initiates DCO (op), Raja upgrades FFIV, B. Riley initiates MOVE (buy), EFTA00388232 • RBC initia

come & Spending, Challenger Job Cuts, Earnings (AET, AN, BMS, CL, HSY, MA, OXY, UPS, WHR) Friday: January Employment Report, Construction Spending, Michigan Confidence, Auto Sales, ISM Manufacturing, Eurozone PMI, Earnings (BEAM, CVX, LM, IR, LYB, TSN, XOM) Key Events on the Horizon February 10 — Chine

HSBC upgrades TIF, DA Davidson initiates FOR (buy), ISI initiates AMZN (buy) • Wells initiate BRO/AON (mp) & MMC (op), Northland initiates RHT (op), Stifel initiates STRZA (sell) • SunTrust initiates BIOS (buy), Evercore initiates BXP (ow), DB upgrades JPM (buy), Raja cuts GMR, Imperial initiates PKOH

RL, PLL, TIF, ADI, HPQ, ZLC) Wednesday: Italy Senate to vote on expelling Berlusconi from Parliament, New Home Sales, Mortgage Applications, U. of Michigan Confidence, Leading Indicators, China October Industrial Profits, Earnings (AN, RENN) Thursday: Thanksgiving (US market closed), BOE Financial Stabi

P/PAA/CHD (buys) • GS downgrades CPB & CLX (sell) & upgrades AA (buy), Imperial initiates NVGS (op) • ISI downgrades BRCD, JPM initiates CRZO (ow), Stifel initiates CRTO (buy) ••• Wells initiates UMBF (mp), Citi initiates LEAF (buy), KBW initiates LEAF/ESNT (op) RBC downgrades AOL & upgrades HTLD, Raj