Epstein Secrets

0427 Key Research: RBC upgrades ERICB SS, DB upgrades ETI FP, Berenberg initiates JAZ SM, Investec downgrades UBM LN Key Research: Raja initiates Prada (1913 HK) (mp), CS initiates ITX SM (up), Exane upgrades ARM LN, DB downgrades RDSA LN Key Research: Berenberg downgrades SAN FP, Berenberg downgra

igan Confidence, Earnings (BNS CN) EFTA00400429 Saturday: China CPI & PPI Sunday: China retail sales/industrial production/FAI Key Events on the Horizon December 12 - FOMC rate decision December 22-January 20 - US Congress scheduled to adjourn January 30 — Launch date for RIM's Blackberry 10 Ike G

in the People's Daily suggesting that China should cut luxury goods tax to help boost consumption (has been speculated before many times) which had Prada closing +3.1% in HK and the European luxury basket is +50bps to start the day. SPA's - flat once again = 1412 last. ***Michigan Confidence @ 9:55a

ner), New Homes Sales, Earnings (BIG, HRL, PDCO, ADSK, CRM) Friday: Durable & Capital Goods Orders, Earnings (MSG) EFTA00406609 Key Events on the Horizon August 27-30 - Republican National Convention (Tampa, FL) August 31-Sep 1 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY (Bernanke s

e world) stepping up efforts to be more active (FT) • France June industrial prod -1.4% m/m vs est +0.3%, manufacturing prod -0.4% vs est +0.5% • Prada reported yesterday after Asia close (during US hours), numbers look light (closed -1.8%) • Nikon cuts forecast by almost 25% as demand for compact

Starts & Building Permits, U. of Michigan Consumer Confidence, Eurozone CPI & trade balance Saturday: China July property prices Key Events on the Horizon August 21 — Fed Minutes from July30/31 FOMC meeting August 22-24 — Jackson Hole Annual Economic Policy Symposium (Bernanke not attending) Septembe

JPM upgrades DEB LN, Kepler initiates IPG IM, Enskilda upgrades IJ SS, SocGen initiates INFO IN (h) • MainFirst initiates LUX IM (op), SFL IM 9op), Prada (op), SFER IM (op), TOD IM (up), BC IM (up) :••• MainFirst upgrades KER FP and downgrades CFR VX & RMS FP, SocGen initiates PMI IM (h) Reporting Pr

CB rate decisions, Jobless Claims EFTA00388235 Friday: June Employment Report, Banks to submit mid-yr stress test result to Fed Key Events on the Horizon July 10 — Fed Minutes from June 18/19 FOMC meeting July 11 — BOJ rate decision July 21 — Upper House elections in Japan July 31 — FOMC rate decis