Epstein Secrets

Mark Camey places a bet on big finance FT • Britain's 'great leap forward' was start of nuclear power failure FT • The EU would be better led by Angela Merkel and Christine Lagarde FT • Carmaker strikes hit S Korean industrial output FT • WCB: Blessed are the cheesemakers Lex • X-factor: energy bankru

ilure FT • The EU would be better led by Angela Merkel and Christine Lagarde FT • Carmaker strikes hit

grades BIDU (buy) & initiates SKX (buy) ••• BTIG upgrades FB (buy), DB downgrades X, Evercore downgrades DLR ••• GS downgrades CRS and CHKR (sell), Jefferies initiates DKS (hold) • JPM downgrades EW, MS initiates FINUFL (ew) & assumes NKE (ow) and UA (ew) ••• Steme initiates RLGY (neut), Bofa downgrades

n to worsen despite rate cut Independent • Will Angela Merkel have to choose between Germany and Europe? Telegr

rsen despite rate cut Independent • Will Angela Merkel have to choose between Germany and Europe? Telegr

s) & SONS (neut) & ADTN (up) ••• GS initiates PF (neut) & MDVN/BMRN (buys) & initiates INFI/PCYC/SGEN (neut's) & INCY (sell) • ISI downgrades HOLX, Jefferies assumes MTD/LIFE (hold), Stifel initiates OMTH (buy) ••• Wells initiates CHS/KORS/ANF/GPS/URBN (op) & ANN/JWN/KSS/LULU/M/RUE/TJX/TIF/AEO (mp) & JCP

bee4-11el-bebe- 00144feabdc0.htmliaxzzlysXgsRcW> Merkel'sD-bond deal wins fiscal pact vote FT<http://www.

GD/LMT/NOC/LLL (holds), Cantor initiates ZMH/SYK (holds) Key Research: Piper downgrades VCLK & initiates TITN (ow), Canaccord initiates MM (buy), Jefferies downgrades PEG Key Research: DB upgrades AZO (buy), JPM downgrades DOW, UBS downgrades EW, GS upgrades JPM & cuts MS Key Research: GS upgrades LPS

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

/22 1x2 call spread for .03 credit 6k x 12k TBT last traded above 20 in early april12 Secondaries (announced/priced): DG IPO's: N/A Key Research: Jefferies initiates EDG (buy) & downgrades RAX & upgrades CLR (buy) Key Research: Baird downgrades FMER, Citi downgrades NSM, Janney initiates CSE/CIT (buy's)

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

initiates RAT (op) & downgrades HAS, W Blair upgrades DLB & downgrades BODY Key Research: Capstone initiates FRAN (buy), Piper downgrades PVH/BODY, Jefferies downgrades DRWI, Key Research: Dougherty downgrades CBOU, Key initiates HUN (buy), JPM upgrades WFM, KBW cuts KBW Key Research: Barcap upgrades A

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

rch: DB initiates CYMI (hold), Raja downgrades APKT, RBC downgrades MRVL, CLSA initiates BEAM (up) EFTA00406607 Key Research: Evercore cuts GRPN, Jefferies raises AAPL pt & downgrades VVUS, Wells upgrades VIAB Key Research: JPM upgrades COG & initiates HFC/VLO (neut's) and PSX/TSO (ow's), FBR initiate

axzzlosmq6Ucr> Ireland battling for relief on debt repayment FT<http://www.ft.com/cms/s/0/a4c575e4-6dea-llel-b9c7-00144feab49a.htmlfaxzzlosmq6Ucr> Merkel no longer set to campaign with Sarkozy FT<http://www.ft.com/cms/s/0/456ee0ea-6dee-llel-baa5-00144feab49a.htmlfaxzzlosmq6Ucr> Lack of volume and ins

: (buy) Key Research: Key Research: Barcap upgrades UNP & downgrades NSC, GS downgrades WMS (sell), UBS downgrades Brean Murray downgrades HOGS, Jefferies downgrades XCO/DLR & upgrades AMD CLSA upgrades Toshiba (6502 JP) (buy), JMP upgrades NUVA, Raja downgrades UAM CS initiates SYK/ZMH (op's), Piper

uring Index, New Home Sales, Telsey Fall Consumer Conference (NYC), Earnings (CALM) Tuesday: Consumer Confidence, Richmond Fed Manufacturing Index, Merkel hosts Greek PM for talks in Berlin, Jefferies Global Healthcare Conference (London), Earnings (WAG, CAN, JBL, PAYX) Wednesday: Rosh Hashanah holid

pco initiates ORBK (op), Raja initiates YUM/VRA/MCD (op's), JPM initiates RMBS (ow) Key Research: Stifel initiates PAG/GPI/FIO (buys) & ABG (hold), Jefferies initiates EFTA00427362 IR/KMT/OAS (buys) Key Research: Citi downgrades ZMH (sell), Barclays downgrades GR/EW & upgrades NOVA Key Research: GS in

rred as Britain begins to switch off the television The Times • By the time the oil runs out we won't need it The Times • Hollande risks wrath of Merkel by rejecting economic reforms The Times • James Moore: How lopsided can comparison sites get before the watchdogs wake up? Independent • Sir Ian

downgrades M, Baird downgrades VZ, CS upgrades LHCG, ▪ Drexel Hamilton initiates LDOS (hold), Guggenheim initiates FITB/KEY (buy) and HBAN (neut) ▪ Jefferies initiates NDRM (buy) & downgrades NBR/Oll/SLB/CBST, KBW downgrades SEIC • JPM initiates ALL/AON/MMC (ow) and ACE/PGR/TRV (neut) and CB/UW (uw) & dow