Epstein Secrets

ced/priced): MDW, ROSG IPO's: N/A Key Research: Stifel assumes RTN (buy) & GD/LMT/NOC/LLL (holds), Cantor initiates ZMH/SYK (holds) Key Research: Piper downgrades VCLK & initiates TITN (ow), Canaccord initiates MM (buy), Jefferies downgrades PEG Key Research: DB upgrades AZO (buy), JPM downgrades D

n-mortgage-debt/article4369806/> Howard Davies - Hollande should enjoy his honeymoon while it lasts FT Opi

s (announced/priced): CNDO, CNCO, HIS, AEC IPO's: N/A Key Research: Barcap downgrades CIM, Imperial initiates TPC (op), Nomura initiates FB (buy), Piper upgrades TFM Key Research: Canaccord initiates SWKS (buy) & TQNT/RFMD (holds), Telsey initiates ADS/DFS/COF/AXP/V/MA Key Research: GS adds VOW GR

tch cut for MS was consensus despite fears of 3). Hollande, Merkel, Rajoy & Monti meeting in Rome today ahe

0 Key Research: Bofa downgrades VC, SunTrust downgrades GMCR, CLSA upgrades AB, Needham downgrades SMSC Key Research: Imperial initiates SPB (op), Piper downgrades GMCR, Baird downgrades DVA, CS upgrades CRM & cuts CACI Key Research: JPM upgrades TTMI (ow), KBW downgrades BBNK & upgrades CHCO, GS up

target (first auction since the III downgrade last week). France sold 07.43 billion in 5-9-10-13 year bonds vs C7.5 billion max target. Sarkozy and Hollande traded shots last evening in a - 3 hour live tv debate (consensus seems to be that Hollande faired well and Sarkozy failed to deliver any big blows

at $17 Key Research: BMO initiates RAT (op) & downgrades HAS, W Blair upgrades DLB & downgrades BODY Key Research: Capstone initiates FRAN (buy), Piper downgrades PVH/BODY, Jefferies downgrades DRWI, Key Research: Dougherty downgrades CBOU, Key initiates HUN (buy), JPM upgrades WFM, KBW cuts KBW

ll be local municipal elections in Italy this weekend as well. But focus will be on the elections in France & Greece on Sunday. While it looks like Hollande is set to win in France despite his lead in the polls narrowing to 5%, Greece is more of as wildcard as opinion polls have not been published since

wngrades UBNT, Sterne Agee initiates ANF WWW Key Research: PSX (neut) Key Research: MAS, Canaccord cuts PLX valued) and (neut), Jeff upgrades Piper initiates VIPS (ow), Bofa downgrades COP/AIZ & upgrades TRI & initiates CS upgrades IHG LN (global hotel note), BMO downgrades KSU/PSB, Citi upgrade

post the PMI's (a break below 400 bps would be seen positively). France's far-right leader Marine le Pen says she will not endorse either Sarkozy or Hollande and will cast a blank ballot on Sunday. EU FinMins meet today to discuss capital requirements. ECB tomorrow. ADP Employment @ 8:15am this morning a

MO downgrades CMA Key Research: Jefferies upgrades CNOOC (883 HK), Stifel initiates BX (buy), Nomura upgrades GPN (buy) Key initiates WIRE (hold), Piper initiates Wunderlich downgrades FSLR (sell), Reporting Pre-Open: ABT, APH, BK, BLK, DGX, HAL, HBAN, PNC, STJ, TXT, ASML, BLX, CTBI, FCFS, FRC, JAK

rs > 50% of the vote (unlikely with 5 main candidates), the 2 front-runners will go onto Round 2 on May 6. Right now the latest polls from CSA have Hollande leading Sarkozy 29% to 24% in Round 1 (had been tied a few days ago) and ultimately winning the Round 2 run-off in a more convincing fashion 58% to

Evercore upgrades NVDA JPM downgrades RDC & upgrades ESV and COF (buy) & downgrades Euro Mining Opco initiates YUM (op), Wunderlich downgrade CFR, Piper upgrades DWA UBS downgrades DSV DC & initiates EPAM (buy) & upgrades NUE/STLD (buy's) Enskilda downgrades HMB SS, HSBC downgrades AIXA GY/VIP, Exan

is primary Latest delegate count: Romney 521, Santorum 253, Gingrich 136, Paul 50 (1,144 Polls in France confirm that Sarkozy is closing the gap on Hollande (LH-2 Yahoo France's Hollande says that the ECB mandate should be changed to include growth Greek FinMin Venizelos elected new Pasok leader (expect

SONS (op) • Drexel initiates CRM (hold), JMP initiates ITCI (mp), Topeka initiates CCC (buy), Webush assumes PTCT (op) ••• Baird downgrades ACHN, Piper upgrades CRY, Stifel upgrades DEI, JMP initiates ITCI (op) ,Drexel Hamilton initiates CRM (hold) Europe Key Research: • Banca Akros upgrades CVAL

l of Europe will be closed on Thursday and Friday). Russia $RTS +1.7% and the RUB is stronger after Putin spoke by phone with Poroshenko, Merkel and Hollande last evening and they agreed to hold the next round of peace talks tomorrow and Thursday. Saudi oil minister vows that they will not cut production

Research: • Cowen initiates AMAT/ASMUBRCM/IMOSTTER (op's) & INTC/KLAC/LRCX/SNDK/TN (neut's) ••• GS reinstates AXLUPPG (neut's), ISI upgrades LIFE, Piper assumes VCLK (neut), Bofa upgrades ZNGA (buy) EFTA00396307 ••• Lazard initiates RPRX/NBIXNNDA (buy's), Mizuho upgrades APKT, Opco upgrades CFR & c

with Spain, Germany and UK beating expectations. Hollande out saying Eurozone needs an exchange rate policy