EFTA00301083Set 9
2014-06-1214p8,264w
even takes hold.
Figure 4: North America Operating Margins by Company
SLB HAL BHI WFT —CJES ... found on J.P. Morgan's research
website, www.jpmorganniarkets.com.
Coverage Universe: Anderson, David: Baker Hughes (BHI), Bristow Group (BRS), C&J Energy Services (CJES), CHC Group (HELI),
Cameron Intl (CAM), Diamond
https://www.justice.gov/epstein/files/DataSet%209/EFTA00301083.pdf
EFTA00370756Set 9
2014-04-247p2,191w
Enskilda upgrades TLSN SS and UNR1V FH (buy) & cuts TRELB SS, Numis cuts BHY LN
Reporting Pre-Open: ABC, AET, ALXN, BMS, BTU, CAM, CAT, CCE, CELG ... NCLH, PFE, AGCO, AIMC, LXRX, SBNY, SJI, AZN, OLN, AEE,
ASTE, BHI, CCK, CM, CNP, CSFL, GIFI, GRC, JNJ, KCLI, MBWM, MTG, NEU, ODP, PEBO, RF, SNV, SRCE, THS,
TROW
https://www.justice.gov/epstein/files/DataSet%209/EFTA00370756.pdf
EFTA02107482Set 10
2014-04-248p2,185w
Enskilda upgrades TLSN SS and UNR1V FH (buy) & cuts TRELB SS, Numis cuts BHY LN
Reporting Pre-Open: ABC, AET, ALXN, BMS, BTU, CAM, CAT, CCE, CELL ... NCLH, PFE, AGCO, AIMC, LXRX, SBNY, SJI,
AZN, OLN, AEE, ASTE, BHI, CCK, CM, CNP, CSFL, GIFI, GRC, JNJ, KCLI, MBWM, MTG, NEU,
ODP, PEBO, RF, SNV, SRCE, THS, TROW
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02107482.pdf
EFTA02092911Set 10
2014-10-168p2,182w
30am, Industrial Production @ 9:15am
***Philadelphia Fed & NAHB Housing Index © 10am***
"•ADS,BHI,BAX,BBT,DHR,DAL,FITB,GS,MAT,PM,SNA,UNH #'s pre-open***
EFTA_R1_00692852
EFTA02092911 ... Preferred List, HSBC initiates ILD FP
(ow) & upgrades HAV FP
Reporting Pre-Open: ADS, BHI, BAX, BBT, DHR, DAL, FITB, GS, MAT, PM, SNA, UNH, GWW,
AMRB, BX, CBF, MYCC
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02092911.pdf
EFTA00387400Set 9
2013-07-177p1,921w
HBAN, KEY, MS, PM, VZ, SWY, CMG, MSFT, GOOG, SYK)
Friday: Earnings (BHI, COL, GE, HON, IR, SLB, VFC, STT, KSU, STI)
Sunday: Upper House elections in Japan, Portugal "national
https://www.justice.gov/epstein/files/DataSet%209/EFTA00387400.pdf
EFTA00414851Set 9
2012-04-206p1,746w
Index, Richmond Fed Manufacturing Index, Barcap Retail and Restaurant Conference (NYC),
Earnings (ALXN, APD, BHI, COH, HSY, MMM, R, T, WU, X, AAPL, BIDU, JNPR)
Wednesday: FOMC Rate decision (Bernanke
https://www.justice.gov/epstein/files/DataSet%209/EFTA00414851.pdf
EFTA00401937Set 9
2012-11-087p2,170w
NTGR, PMTC, GNRC, LRCX, ROK
Non-Deal Roadshows: AGNC, ARRS, BAX, BBSI, BHI, BLL, CPRT, CSE, DBD, DYAX, ENS, ENTR, ESC, EXTR, FET,
GIG, HF, HTSI, ITRI, IVR, JKHY
https://www.justice.gov/epstein/files/DataSet%209/EFTA00401937.pdf
EFTA00434602Set 9
2011-04-215p1,693w
AMZN, BRCM)
EFTA00434605
Wednesday: FOMC Rate Decision, MBA Mortgage Applications, Durable Orders, Earnings (BA, BHI,
COP, DPS, DTE, GD, GLW, NOC, ROK, WHR, WPI, WIN, AFL, ALL, BIDU, FLEX
https://www.justice.gov/epstein/files/DataSet%209/EFTA00434602.pdf
EFTA00391981Set 9
2013-04-196p1,843w
initiate ALGETA NO (b), upgrade NZYMB DC, VAC1V FH
Reporting Pre-Open: BHI, COL, FHN, GE, GPC, HON, IPG, KMB, LH, MCD, SLB, STI, STT, ACU, BGG, FNFG
https://www.justice.gov/epstein/files/DataSet%209/EFTA00391981.pdf
EFTA00397162Set 9
2013-01-237p2,279w
downgrades SIS IM, MS upgrades UCG IM
Reporting Pre-Open: ABBV, ABT, APD, ATI, BHI, CHKP, COH, DGX, GD, MCD, MOLX, MSI, PX, STJ, TEL, TXT, UTX,
WLP, FCFS, FMBI
https://www.justice.gov/epstein/files/DataSet%209/EFTA00397162.pdf
EFTA00370915Set 9
2014-04-166p1,831w
This Week
Thursday: Philadelphia Fed, China property prices March, Earnings (ADS, AN, BAX, BBT, BHI, BLK, BX, CMG, DD, DOV,
FITB, GE, KEY, MAT, MS, PEP, PBCT
https://www.justice.gov/epstein/files/DataSet%209/EFTA00370915.pdf
EFTA00414887Set 9
2012-04-235p1,514w
Index, Richmond Fed Manufacturing Index, Barcap Retail and Restaurant Conference (NYC),
Earnings (ALXN, APD, BHI, COH, HSY, MMM, R, T, WU, X, AAPL, BIDU, JNPR)
Wednesday: FOMC Rate decision (Bernanke
https://www.justice.gov/epstein/files/DataSet%209/EFTA00414887.pdf
EFTA00387192Set 9
2013-07-187p2,112w
challenge German doctrine on ECB funding governments Bloomberg
Key Events This Week
Friday: Earnings (BHI, COL, GE, HON, IR, SLB, VFC, STT, KSU, STI)
EFTA00387196
Sunday: Upper House elections
https://www.justice.gov/epstein/files/DataSet%209/EFTA00387192.pdf
EFTA01071156Set 9
2012-10-228p6,322w
outlook provided by some bell-weather cyclical
companies that reported so far (AMD, APD, BHI, CAT, ETFC, GE, GOOG, IBM, MCD, MSFT, PH). We're about to see
how resilient
https://www.justice.gov/epstein/files/DataSet%209/EFTA01071156.pdf