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EQUITY LETTER

THURSDAY JULY 2  2009

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Economic
08:30 Nonfarm Payrolls (Jun.): -370K cons.
08:30 Unemployment Rate (Jun.): 9.6% cons.
08:30 Hourly Earnings (Jun.): 0.2% cons.
08:30 Average Workweek (Jun.): 33.1 cons.
08:30 Initial Claims: 627K prior
10:00 Factory Orders (May): 0.2% cons

TOP FINANCIAL NEWS

Standard & Poor’s Announces Change to U.S. Index
Quest Software (QSFT) will replace Wind River Systems (WIND) in the S&P MidCap 400 after the close of trading on a date to be announced. Wind River is being acquired by S&P 100 & 500 constituent Intel Corp. (INTC) in a tender offer expected to expire soon

Sirius Extends Karmazin Contract

BUSINESS NEWS
After Hours Summary
 ILMN -18.1% (lowers Q2 and FY09 rev guidance)
Companies trading lower in after hours in reaction to news
: ILMN -18.1% (lowers Q2 and FY09 rev guidance); SEPR -16.2 (determined that SEP-225289 did not meet the primary efficacy endpoint).

Earnings
Befo
re: AYI, MEI, MSM

After: SGK

Events
DDUP Shareholders Meeting
International Meeting on the H1N1 Flu Virus
Bond Markets Close Early for Independence Day (
14:00)

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BUSINESS WEEK

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MEMORIAL 9 11

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2009 U.S. Economic Events & Analysis
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
Monday Jun 29

 
 

 

 

 

 
Farm Prices
[Bullet
3:00 PM ET
 

 

 
Redbook
[Bullet
8:55 AM ET

 
Chicago PMI
[Report][Bullet
9:45 AM ET

 

 

Jim Bullard Speaks
12:00 PM ET


 

 

Thomas Hoenig Speaks
4:10 PM ET



Janet Yellen Speaks
9:00 PM ET


 

 

 

 

 

 

 
ISM Mfg Index
[Report][Star]
10:00 AM ET

 

 

 
 

Weekly Bill Settlement

 

 

 
Jobless Claims
[Report][djStar]
8:30 AM ET

 

 
Factory Orders
[Report][Bullet
10:00 AM ET

 

 

 

 

 

 

 
Money Supply
[Bullet
4:30 PM ET
 

US Holiday: Independence Day Observed

All Markets Closed

 
Equity Settlement
7-2-09
Equity Settlement
7-6-09
Equity Settlement
7-7-09
Equity Settlement
7-8-09
 

 

 

the market

MARKET UPDATES

Advanced Sectors Sectoring by Industry Group

BUSINESS WEEK MARKET ANALYSIS

 By Paul Cherney

 Economic Indicators

Top Ten Online Business Newspapers

     1. The New York Times
     2. USA Today (money)
     3. The Washington Post (business)
     4. Los Angels Times (business)
     5The Boston Globe (business)
     6Financial Times
     7Houston Chronicle (business)
     8The Seattle Times (business)
     9Chicago Tribune (business)
   10San Francisco Chronicle (business)