Events Desk WEDNESDAY 10-30-2013 (212) 884-8096 p. 1 of 5 Alerts For TToday Publish Time 7:15AM **US FUTURES: (S&P +4.25, DJI +46, NDX +14.8, 10 Year Treasury Yield 2.48%, +4/32). European markets are higher rising to a 5 year high. Asian markets closed higher. Gold is Higher. Oil is Lower. Copper climbing for a 5th day. The US $ is Lower vs. Pound; Higher vs. Yen; Lower vs. Euro. **KEY NEWS: MBA Mortgage Applications for w/e 10/25 +6.4% v -0.6% prior, refis +9.0% vs. -1.0% prior; BABA said to be in talks with Emirates, Etihad, Qatar, Cathay Pacific for up to 255 units of 777x model; nears deal of $87B (financial press).JAPAN: government raises assessment for industrial output; industrial production returns to growth in September (1.5% vs. 1.8%e).NEW ZEALAND: falls on reports Moody's considered a sovereign rating cut. CHINA: 7-day repo rate rises by over 55bps to near 5.6% (highest since late June), 1-day repo rate up about 60bps. GERMANY: unemployment rises for the third straight month while its inflation moves to negative territory on a monthly basis; October Unemployment Change: +2K v 0Ke; Unemployment Rate: 6.9% v 6.9%e. **M & A NEWS: Honda Motor Co. Ltd.: Nidec to acquire Honda's electronic parts business for about ¥50B. Deutsche Bank AG KBG and RHJI to acquire company's BHF-Bank unit for €354M in cash and stock. **IN THE RAGS/ONLINE: NYT :: Nation’s top spymaster says White House “had long been aware in general terms of the NSA’s overseas eavesdropping,” defending its methods and hinting at divisions within the Obama administration; WSJ :: In deal with federal prosecutors to be announced next week, SAC Capital will plead guilty to securities fraud as part of criminal insider-trading settlement, firm will stop man- aging outside money and pay $1.2B in penalties; NY Post :: Russian operatives gave goodie bags to world powers at the G20 summit with USB drives and phone chargers, but they were “Trojan Horses” designed to download info and send it to spies;All Things Digital :: Sources say INTC may be close to a deal to hand over to VZVZ control of Intel Media, which has been trying to build a Web-based subscription TV ser- vice; Bloomberg :: RRBBSS reviewing how it trades in the minutes before key foreign exchange benchmarks are set amid a regulatory probe into possible manipulation of the $5.3 trillion-a-day market. **EARNINGS OUT THIS AM (VS CONSENSUS): ACCO (-.08), AITT (-.08), BAH (+.10, adj.), CDI (+.01), EGN (-.11, adj.), CMCSA (+.05), GRMN (+.09), INGR (-.15), JNY (+.07), LFUS (+.06, adj.), LPLA (+.05, adj.), PES (+.04), PX (-.01, adj.), SAVE (+.10, adj.), SPW (+.02), STE (In-Line, adj.), TEL (+.03, adj.), TFX (-.10), VSB (-.06). **KEY ECONOMICS: 8:15AM: ADP National Employment Index (October); 8:30AM: CPI/ CPI Ex-Food Energy (September); 8:30AM: Real Earnings (September); 11:30AM: Cleveland Fed CPI (September);; 1:00PM: Treasury hosts a $29B 7 Year Note Auction. **MONETARY POLICY: 9:30AM: FOMC CONCLUDES A TWO-DAY MONETARY POLICY MEETING WITH 2:00PM: INTEREST RATE DECISION. 4:00PM: Reserve Bank of New Zealand. Central Bank of Egypt. **KEY EVENTS TO WATCH: 9:30AM: CFTC holds an Open Meeting to Consider Enhancing Protections for Futures Customers and Other Business. 10:00AM: The 29 members of the Budget conference committee hold their first meeting. The Committee faces a 12/13 deadline for coming up with a report of recommendations for the full House and Senate.3:55PM: President Obama delivers remarks on the importance of providing all Americans with quality, affordable health insurance and the experience in Massachusetts. **KEY INDUSTRY RELEASES: 8:30AM: INTU releases Small Business Employment Index for September; 10:30AM: E.I.A. releases weekly Natural Gas Inventories. **IN CONGRESS: 9:00AM: House Energy & Commerce Subcommittee on Energy hearing on PPACA Implementation Failures: Answers from HHS with testimony from HHS Secretary Kathleen Sebelius;us; 11:00AM: Senate Finance Committee hearing on the Transatlantic Trade & Investment Partnership - Achieving the Potential withFDX COO Michael Ducker, Lilly Bio-Medicines; 1:00PM: House/Senate Agriculture Committees joint business meeting to discuss H.R. 2642, The Federal Agriculture Reform and Risk Manage- ment Act of 2013 **CONFERENCES: World Federation of Exchangeses 53rd General Assembly, Mexico City; Economist The Buttonwoodd Gathering 2013, NYC; International Economic Forum of the Americas Annual Meeting, Toronto; ARMH Developer Summit at TechCon, Santa Clara **ANALYST MEETINGS: AAT, JBL, KR, MAT, Novozymes A/S (NZYMB.DE) (Italy), TGT. **COMPANY UPDATES: BCYP (business update), ETHT (Press/Media National Telephonic call), NSPR (MASTER trial 12-month follow up data). **ANNUAL MEETINGS: STX. **KEY ANALYST ACTIONS: UPGRADES: BIDUDU (BB&T), BPBP (Societe Generale), FBFB (BTIG), KO (BCS), NKE (MS), TRI (RBC), XYL (Bre- an).DOWNGRADES: AMBA (MS), BBBY (Canaccord), CRUS (BCS), DLR (RJF), EW (JPM), SNDK (Tier1), WSH (Tier1), XX (DB). **IN AFTER HOURS TRADING. HIGHER: On Earnings: BWLDLD (raises forecast), DWA,, LOCK,, FALC,, BIDU,, TRLA,, EAEA,, CBG;; Volkswa- gen;; Others: NSPR (trial results), ARIA (holder Sarissa seeks board representation); LOWER: On Earnings: INVN,, WU,, IACI,, SFLY,, YELP,, QCOR,, CALX,, SIMG,, MX,, LNKD,, XCO,, CZR,, HTS,, GNW,, CRUS;; Others: AMRN (FDA rescinds ANCHORR trial SPA) Events Desk WEDNESDAY 10-30-2013 (212) 884-8096 p. 2 of 5 as peace, security, and human rights, are among t he on the topic "America's Promise in Uncertain Times" to Broker Meetings issues to be discussed. (Wednesday - Friday) the Economic Club of Canada. Angola President Jose Eduardo dos Santos pre- 2:30PM: 2014 Canadian Drilling Activity Forecast sents draft 2014 budget in parliament. Focus to be on and Industry Outlook. DEALS EXPECTED economic growth, oil production and inflation targets, IN CENTRAL AND SOUTH AMERICA 58.com (WUBA) (IPO) MS/CS/Citigroup (between $13- also on spending plans for infrastructure, social sector $15) and non-oil industries. Brazil: FGV Inflation IGPM MoM/ YoY; PPI Manufactur- Essent Group Ltd. (ESNT) (IPO) Goldman Sachs/JPM ECB Vice President Vitor Constancio speaks at a ing MoM/ YoY; (between $13.50-$15.50) conference on the topic "Retail Banking: Key to Unlock- INDICES RELEASES EXPECTED Marcus & Millichap (MMI) (IPO) Citigroup/GS ing the Full Potential of Europe's Real Economy", organ- (between $14-$16) ised by European Savings and Retail Banking Group. WEEKLY Mazor Robotics (MZOR) (2ndary) Barclays/Laden- burg/ JMP ECB Executive Board member Joerg A smussen ENERGY: 10:30AM: E.I.A. publishes petroleum inven- speaks at an event organised by the Robert Bosch tory #s; and at 1:00PM: publishes heating oil, propane NEW YORK EVENTS Foundation about the future of the euro zone in residential and wholesale price data report Stuttgart. FINANCIAL SERVICES: Investor's Intelligence pub- Management Lunches : lishes market advisors sentiment survey; iMoneyNet CL, Morgan Stanley. 10/29-10/30: Nordic Foreign Ministers Meet in con- publishes mutual fund flows. KPN, at Bernstein. junction with the Nordic Council's 65th session in HOTEL/ GAMING: Smith Travel Researchpublishes . Sweden Minister for Foreign Affairs Carl Bildt will 1on1s : Oslo Revpar #'s; West Virginia Lottery publishes slot rev- BDSI, Roth Capital. be attending. enue #'s. C3 Jian, Jefferies. 10/29-10/30: Russian Foreign Minister Sergei Lavrov MEDIA/ ENTERTAINMENT: RENT publishes video DataTec, Jefferies. visits Greece for talks on Russian-EU relations and the rental spending #'s; AC Nielsen publishes US music EDU, Morgan Stanley. situation in Syria. sales #'s. GERN, Piper Jaffray. PAPER/ FOREST PRODUCTS: Engineered Wood GSVC, Oppenheimer. ECB Governing Council member and Bundesbank Products Association publishes OSB/Plywood order LNN, Piper Jaffray. President Jens Weidmann gives a speech at an event #'s. in Darmstadt on "The institutional and economical chal- Orion, BAC-ML. MONTHLY Skandinaviska Enskilda Banken AB, RBC Capital. lenges of the sovereign debt crisis". - UPS, BAC-ML. OMFIF holds a Golden Series lecture on "Portugal: AIRLINES: Qantas (QAN.AU) releases air traffic #'s. Progress on financial stability". With a lecture deliv- ENERGY: Petroleo Brasileiro S.A. (PBR) releases oil Analyst Dinners : and natural gas production #'s; E.I.A. publishes petrole- Robin Bienenstock (European/LatAm Telecoms) at ered by Bank of Portugal Governor Carlos da Silva Cos- ta. um supply; E.I.A. publishes final Company Level Bernstein. Imports; A.P.I. publishes natural gas liquids and liquified Lasser/Meyer/Binetti (retail) “Ideas” UBS. Bank of Italy Governor Ignazio Visco and Economy refining gases inventory #'s BOSTON EVENTS Minister Fabrizio Saccomanni attend a conference FINANCIAL SERVICES 8:30AM: INTU releases Small during "World Savings Day" in Rome. Business Employment Index for September; Fannie Management Lunches : Mae (FNMA) monthly summary report including year-to- HIG, Drexel Hamilton. Spanish Foreign Minister Jose Manuel Garcia-Mar- date activities for gross mortgage portfolio, mortgage- gallo will meet Estonia Foreign Minister Urmas Paet backed securities and other guarantees, interest rate 1 on 1s : and give a joint press conference at t he Estonian Min- risk measures, serious delinquency rates, and loan Daimler AG, JP Morgan. istry of Foreign Affairs. Gazprom OAO, Goldman Sachs. modifications for September; AMG Data Services pub- lishes mutual fund inflow #'s and outflow #'s; I.C.I. pub- KPN, Bernstein. Amnesty International launches a report: “Double St. James’ Place plc, BAC-ML. Standards: Italy’s housing policies discriminate lishes mutual fund flows; CLMS Closed-End Funds announce monthly Tullow, Morgan Stanley. against Roma”. The document addresses the failure of (CHI, CHY, CSQ, CGO and CHW) the government to ensure equal access to adequate distribution for November. Analyst Lunches : housing, in breach of international human rights law and FOOD/ BEVERAGE: National Alcohol Beverage Con- Marc Goodman (pharma) UBS.