Epstein Secrets

Sep 1 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY (Bernanke speaks Aug 31 @ 10am, Lagarde

DB downgrades SGMS & initiates KYAK (buy), Bofa downgrades VALE, GS cuts DOM LN Key Research: Nomura upgrades ITV LN, Vontobel downgrades BAER VX, Canaccord downgrades AV/ LN Key Research: Citi upgrades DELB BB, MS downgrades PSON LN, Berenberg upgrades TDC DC, Key Research: UBS upgrades ELN ID, BofA i

24/25 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY September 7 - Xstrata EGM to vote on Gl

ch: Longbow cuts USG, Citi downgrades PNW & upgrades WCH GY, Redburn upgrades ITX SM Key Research: UBS upgrades LXS GY, Liberum downgrades LLOY LN, Canaccord downgrades SAB LN Key Research: Berenberg upgrades MTX GY, DB upgrades TFI FP, UBS downgrades LIN GY Reporting Pre-Open: MASC Reporting Post-Close

rs: Lockhart @ 1:20pm (Miss) Conferences: CS Global Steel & Mining (London), Baader Investment Conference (Munich) Fed Speakers: Lockhart @ 1:20pm (Jackson, MS) Analyst/Investor Days: GHM Non-Deal Roadshows: ACI, BBG, BRCD, BRKR, CONE, CRNCY, CSCO, CYBX, DIOD, DLX, DVN, EARS, ENDP, FCFS, GK, GWRE, HAE

••• Liberum upgrades LMI LNM, Raja upgrades WOS LN, BofA downgrades ULE LN, KBC downgrades TNET BB ••• Bernstein initiates STJ LN (mp) & HU LN (up), Canaccord upgrades FLG LN and initiates DJI LN (h) ••• Carnegie downgrades STL NO & TGS NO, Handelsbanken upgrades NOBI SS, KBC upgrades COLR BB ••• Macquari

nutes from July30/31 FOMC meeting August 22-24 — Jackson Hole Annual Economic Policy Symposium (Bernanke n

(buy), Evercore initiates GOGO (ow) ••• Miller Tabak initiates AREX/FANG (buys), KBW upgrades TAYC/MBFI ••• FBR upgrades ADBE, Baird upgrades BWA, Canaccord downgrades GSS (sell) ••• Raja downgrades ININ, BMO cuts PKG, Williams Capital cuts NVE Europe Key Research: • CS downgrade ULVR LN, JMAT LN, GS c

BSTC, SLW Economic Data: Treasury Monthly Budget Statement @ 2pm Fed Speakers: Evans @ 8:25am (Chicago), Bemanke @ 9:30am (Chicago), George @ 2pm (Jackson, WY) Conferences: No major conferences Analyst/Investor Days: SWFT, WY, CPT Non-Deal Roadshows: ADNC, AIMC, ALXN, AMRI, BUD, EPAM, FHN, MLM, OREX,

DDD (buy) ••• UBS cuts AES, SocGen upgrades BA, Wedbush initiates ININ (neut) & JCOM/NUAN (op) ••• Johnson Rice downgrades MDR, JMP downgrades MU, Canaccord downgrades RCII ••• BB&T upgrades SRI (buy), JPM downgrades GEVA, Nat Bank cuts GSS EFTA00390548 Europe Key Research: • JPM upgrade GARAN TI and