Epstein Secrets

ge Applications @ 7am, Jobless Claims @ 8:30am, US & Canada '% day (1pm close)"* ***European Markets open (1/2 day): UK, Netherlands, France, Spain, Belgium, Portugal, Ireland ... Turkey & Israel full day*** ***European Markets closed: Germany, Italy, Switzerland, Denmark, Norway, Sweden, Finland, Austr

s (7312 JP) Stocker to step down as President after airbag recalls (effective today) Leading European Sectors: Oil & Gas +0.28%, Real Estate +0.24%, Utilities +0.13% Lagging European Sectors: Basic Res -0.68%, Chemicals -0.10%, Media -0.08% CAMP outlook below — CALM eps trailed — NCLH sees eps cut 5c from

7/29/14 Deutsche Asset & Wealth Management CAST ss Castellum AB For Internal Use Only Germany Britian Germany EFTA01470805 Germany Sweden Belgium Spain Spain Germany United States Britian Sweden Italy France Spain Spain Spain Switzerland France Germany France Britian Britian F

alth Care Consumer Staples Financials Financials IT Cons Discretionary Industrials Industrials Financials Industrials Financials Telecome Utilities IT Cons Discretionary Health Care IT Consumer Staples Utilities Industrials Utilities Consumer Staples Financials EFTA01470806 28 Secto

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BofA ML turned neutral in EM in the short-term Close positions from trades that have benefited thus far from the rally in Financials and weakness in Utilities; monetize view that Fed will not hike in September Take advantage of low near term vol and a steep term structure Unwind Oct/Jan spread and maintai

sche Telekom DTEGY DTEGY US Frederic Boulan, CFA Deutsche Telekom DTEGF DTE GR Frederic Boulan, CFA Liberty Global LBTYA LBTYA US David Wright Orange Belgium MBSRF OBEL BB David Wright SFR Group SA NUMCF SFR FP Frederic Boulan, CFA Swisscom SWZCF SCMN VX Frederic Boulan, CFA Swisscom SCMWY SCMWY US Frederi

preferred cyclical sectors. We also like Energy. e We are cautious on Materials, where we expect margin pressure to continue, as well as Telecom and Utilities, due to high valuations. Strategic (1 to 2 years) °¢ We like medium-sized US companies, which should benefit from robust earnings growth in the lon

is general information only and does not take into account any person’s investment objectives, financial and taxation situation or particular needs. Belgium: This publication is not intended to constitute a public offering or a comparable solicitation under Belgian law, but might be made available for inf

arnings growth. Our sector stance in the US Sectors Consumer Discretionary Consumer Staples Energy Financials T Healthcare ndustrials Telecom Utilities aterials Viclelulsalel vy) vial ws Source: UBS Note: Past performance is not an indication of future returns. For further information please con

or investment business activities in Bahrain. Therefore, Clients have no protection under local banking and investment services laws and regulations. Belgium: This publication is not intended to constitute a public offering or a comparable solicitation under Belgian law, but might be made available for inf