Looking ahead Major Markets, August 6 – August 13, 2010

Date Time Country Event Period Bloomberg Survey Prior

06.08.2010 07:00 JN Leading Index CI JUN P 98.7 98.6
07:45 SZ Unemployment Rate (sa) JUL 3.9% 3.9%
10:30 UK Industrial Production (YoY) JUN 1.9% 2.6%
12:00 GE Industrial Prod. YoY (nsa wda) JUN 11.6% 12.4%
14:30 US Change in Nonfarm Payrolls JUL -65K -125K
14:30 US Change in Private Payrolls JUL 90K 83K
14:30 US Change in Manufact. Payrolls JUL 10K 9K
14:30 US Unemployment Rate JUL 9.6% 9.5%
09.08.2010 01:50 JN Current Account Total JUN ¥1310.6B ¥1205.3B
01:50 JN Japan Money Stock M3 YoY JUL 2.2% 2.2%
01:50 JN Trade Balance (BoP Basis) JUN ¥800.9B ¥391.0B
08:00 GE Current Account (EURO) JUN -- 2.2B
08:00 GE Exports SA (MoM) JUN -- 9.2%
10.08.2010 JN BOJ Target Rate 0.10% 0.10%
08:00 JN Machine Tool Orders (YoY) JUL P -- 143.8%
08:45 FR Industrial Production (YoY) JUN -- 8.2%
10:30 UK Total Trade Balance (GBP/Mln) JUN -- -£3817
10:30 UK DCLG UK House Prices (YoY) JUN -- 11.0%
13:30 US NFIB Small Business Optimism JUL -- 89.0
20:15 US FOMC Rate Decision 0.25% 0.25%
23:00 US ABC Consumer Confidence -- -50
11.08.2010 01:01 UK Nationwide Consumer Confidence JUL -- 63
01:50 JN Machine Orders YOY% JUN 1.6% 4.3%
08:45 FR Current Account (EURO) JUN -- -4.5B
10:30 UK ILO Unemployment Rate (3mths) JUN -- 7.8%
11:30 UK Bank of England Quarterly Inflation Report
13:00 US MBA Mortgage Applications -- 1.3%
14:30 US Trade Balance JUN -$42.7B -$42.3B
12.08.2010 06:30 JN Industrial Production YOY% JUN F -- 17.0%
07:00 JN Consumer Confidence JUL -- 43.6
11:00 EC Euro-Zone Ind. Prod. wda (YoY) JUN -- 9.4%
14:30 US Import Price Index (YoY) JUL -- 4.5%
14:30 US Initial Jobless Claims -- --
13.08.2010 08:00 GE GDP nsa (YoY) 2Q P -- --
08:45 FR Gross Domestic Product (YoY) 2Q P -- 1.2%
09:15 SZ Producer & Import Prices (YoY) JUL -- 0.9%
11:00 EC Euro-Zone Trade Balance sa JUN -- -3.0B
11:00 EC Euro-Zone GDP s.a. (YoY) 2Q A -- 0.6%
14:30 US Consumer Price Index (YoY) JUL 1.2% 1.1%
15:55 US U. of Michigan Confidence 72.0 67.8

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Looking ahead CEE, August 6 – August 13, 2010

Date Time Country Event Period Bloomberg Survey Prior

06.08.2010 09:00 CZ Trade Balance (Koruna) JUN 18.5B 12.3B
09:00 CZ Industrial Output (YoY) JUN 10.3% 16.9%
09:00 CZ Retail Sales (YoY) JUN 1.4% 3.1%
09:00 HU Trade Balance (Mln Euros) JUN P 440.0M 423.6M
09.08.2010 09:00 CZ CPI (YoY) JUL 1.9% 1.2%
09:00 CZ Unemployment Rate JUL 8.7% 8.5%
09:00 RO Industrial Output (YoY) JUN -- 4.1%
09:00 RO Trade Balance (Mln Euros) JUN -- -957.0
09:00 SO Industrial Production wda(YoY) JUN -- 31.0%
10.08.2010 HR Producer Prices (YoY) JUL -- 4.4%
11.08.2010 09:00 HU Consumer Prices (YoY) JUL -- 5.3%
09:00 RO Consumer Prices (YoY) JUL -- 4.4%
09:00 SO Trade Balance JUN -- 83.4M
10:00 CZ Current Account Monthly (CZK) JUN -18.00B -23.98B
RO Current Account (EUR)(YTD) JUN -- -2865M
14:00 PD Current Account (Euro) JUN -- -268
14:00 PD Exports (Euro) JUN -- 9871
14:00 PD Imports (Euro) JUN -- 10326
12.08.2010 HR Retail Trade Real (YoY) JUN -- -3.7%
13.08.2010 09:00 CZ GDP SA YoY 2Q P 2.3% 1.1%
09:00 HU GDP (YoY) 2Q P -- 0.1%
09:00 HU Industrial Output (YoY) JUN F -- 12.6%
09:00 RO GDP (YoY) 2Q P -- -2.6%
09:00 SO CPI (MoM) JUL -- 0.0%
09:00 SO CPI (YoY) JUL -- 1.0%
09:00 SO GDP (YoY) 2Q P -- 4.8%
14:00 PD CPI (YoY) JUL -- 2.3%
14:00 PD Money Supply - M3 (MoM) JUL -- 0.7%

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