allegation (Japan's remarks were "against the facts") (Inc) • RBA cuts GDP and inflation outlook on local currency strength and weaker investment Leading European Sectors: Banks +1.49%, Autos/Parts +1.08%, Insurance +0.76% Lagging European Sectors: Oil & Gas -0.01%, Utilities +0.08%, Basic Res +0.24% SNCR #'s beat —ATHN pen

today as Typhoon Saola (now downgraded to tropical storm) Australia retail sales in June matched the biggest advance since April 2011 (+1.0% m/m) Leading European Sectors: Banks +1.32%, Autos/Parts +0.86%, Oil & Gas +0.79% Lagging European Sectors: Basic Res -0.25%, Media -0.27%, Telco -0.19% WLT beats estimates - MANT guid

usiness confidence slumped to 5 month low on FX strength & rate Australia Jan home loans fell 2x pace forecast (first drop in 10months) (employment Leading European Sectors: Banks +2.03%, Basic Res +1.71%, Construction +1.40% Lagging European Sectors: Autos/Parts +0.50%, Healthcare +0.55%, Oil & Gas +0.83% CME ceo to retire -

na real estate & may not be bearish enough S&P says China tightening may lead to surge in credit losses and hurt bank profits over next few years Leading European Sectors: Banks +1.16%, Autos/Parts +0.61%, Travel/Leisure +0.56% Lagging European Sectors: Chemicals -0.58%, Construction -0.23%, Technology -0.15% DY Y's better,