Epstein Secrets

n Q2 profit (raised FY eps outlook) (trading +1.5%) Marvell Q2 revs & eps missed (gross margins fell) (citing global eco weakness) (trading -10%) Merkel says Germany backs Draghi on the conditions for ECB help (in Canada yesterday) GM seen planning global reorganization tackling "fiefdoms" according

a, FL) August 31-Sep 1 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY (Bernanke speaks Aug 31 @ 10am, Lagarde speaks Aug 31 @ 2:30pm, Draghi speaks Sep 1 @ 12:25pm) September 3-6 - Democrat National Convention (Charlotte, NC) September 6 - BOE/ECB rate announcements September 7 - Xstrat

outlook) (trading +1.5%) Marvell Q2 revs & eps missed (gross margins fell) (citing global eco weakness) (trading -10%) Merkel says Germany backs Draghi on the conditions for ECB help (in Canada yesterday) GM seen planning global reorganization tackling "fiefdoms" according to Bloomberg EU Commissi

as new CEO effective June 18 est +0.0%) EFTA00411519 Moody's downgrades 7 German & 3 Austrian banks (Deutsche Bank review still not concluded) Merkel adviser Franz says Spain should urgently approach the ESM for funding to recap banks Senior CDU official does not see current EFSF rules allowing i

.60% DXY $82.54 (-28c) Crude $85.18 (+89c) Gold Australia GDP comes in much stronger at +1.3% versus estimate +0.6%. ECB announcement (7:45am) s Draghi press conference to follow (8:30am). Reports suggest that the ECB will want to keep pressure on politicians to take action and will be reluctant to

st vote FT< 953f-11e1-8faf-00144feab49a.htmliazzzltsX8REYN> Mandelson to call for referendum on EU FT< llel-ad38-00144feab49a.htmliazzzltsX8REYN> Merkel seeks swift talks with Paris victor FT< 953a-11e1-8faf-00144feab49a.htmliaxzzltsX8REYN> FT Young Italians flock to become shepherds Telegraph<htt

> U.S. Chose Better Path to Recovery NYT recovery. html> Once Remote, DealBook public-face/> Goldman Sachs Puts on a Friendly Public Face NYT Draghi predicts 2012 eurozone 11e1-8faf-00144feab49a.html> recovery FTc Draghi urges eurozone to focus on growth FT< 9540-11e1-8faf-00144feab49a.htmltax

ities FT • US corporate bonds — yield of dreams Lex • Obama — beyond the fiscal cliff Lex • Wall St alarm as Obama faces gridlock The Times • Merkel warns David Cameron over talk of EU exit The Times • The Bankia banker who 'didn't understand anything' The Times • 'Build ring-fences or we will

2102 of €86.5 billion. ECB/BOE decisions coming up and likely to stay on hold on all fronts & focus will be on any additional commentary out of the Draghi press conference. European markets opened higher after a huge de-risk day yesterday but rolled off the highs on some headlines from MNI Newswire say

(NNSA EE—>—E>E—E>E—E—E 10-14 aaa 5-9 Sa 0-4 eee 6% 4% 2% 0% 2% 4% 6% right camps. So far, Macron has fostered a good rapport with German Chancellor Angela Merkel, whom we expect to be re- elected in September. The political risk in continental Europe is now centered in Italy, but we were encouraged that its fa

ered a good rapport with German Chancellor Angela Merkel, whom we expect to be re- elected in September. T

om oil to copper. The U.S. reflation expectation also boosted the greenback. European sovereign bond yields and the euro declined after ECB President Draghi announced a reduction in monthly asset purchases starting in 2018, but promised a longer duration of QE. China completed its quinquennial leadership