From: MN Sent: Wed 1/30/2013 11:00:43 AM Subject: Early Tour 1.30.13 Good Morning ... European Markets off 0-20 bps (Italy -1.93%)... ASX +0.16%, NKY +2.28%, KOSPI +0.43%, TWSE +0.40%, SHCOMP +1.00%, HSI +0.71% EUR 1.3544 (+0.39%) JPY 91.30 (-0.63%) EUR/JPY 123.65 (+1.00%) AUD 1.0436 (-0.37%) NZD 0.8337 (-0.68%) Italy 10yr 4.22% Spain 10yr 5.18% US 10yr 2.02% Copper +1.12% Silver +0.85% Nat Gas +1.04% Futures: Dow +4, Nasdaq +2, S&P +0 DXY $79.48 (-14c) Crude $97.86 (+27c) Gold $1667.40 (+$4.70) Asian markets were all higher overnight. Australia's ASX200 posted its I 0nl gain in a row, which is its longest winning streak since Oct 2003. NKY225 closed above I I k for the first time since Apr 2012 — comments over lunch from potential BoJ governor Iwata that the BoJ "should double assets to achieve 2% inflation" set up the afternoon move. JPY failed to break through 91 during the session but has since weakened > 91.30 vs USD. SHCOMP also extended recent gains, led by brokers, banks and property stocks (closing at an 8-month high on good volume). European markets refusing to pull back once again. Sources close to ECB say Spanish banks repaid E44B in LTRO1 (out of E137B) according to El Pais newspaper. EUR strengthens to 1.35 level for the first time since Dec 2011. Reminder Spanish short-selling ban set to expire tomorrow on the close. Big Macro day in the US with ADP Employment & GDP this morning followed by FOMC later this afternoon. RIM Blackberry 10 launch today as well. SPA's fiat = 1505.60 last. ***Mortgage Apps 7am, ADP Employment i 8:15amm ***GDP / Personal Consumption @ 8:30, FOMC Rate Decision @ 2:15pm*" ***BA, HCBK, HES, LLL, MPC, MWV, NOC earnings pre-open— ***AVG, CTXS, EA, FB, JDSU, LVS, MUR, O1, OCOM #'s post close*** EFTA_R1_00808717 EFTA02149039