Epstein Secrets

FOE (buy) Key Research: Atlantic upgrades MOS, JPM downgrades SMG, Janney upgrades CRAI (buy), Piper upgrades RDN Key Research: JPM upgrades NVTL, Jefferies upgrades FST (buy), Bofa reinstates ADI (buy), Auriga assumes NVDA (buy) Key Research: Bofa upgrades AAT/FRT/TCO (buys) & downgrades DDR/KIM/REG R

pace in 5 quarters) (median estimate +8.1%) Japan's unemployment rate increased to 4.7% (inline), industrial production rises less than expected Moody's puts Japan's Aa2 local and foreign currency bond ratings on review for possible downgrade Australia home-building approvals drop with softer job ma

upgrades CMO, CS upgrades AXA, Kaufman reinstates EBAY (buy) Key Research: Cowen lowers estimates NVDA, Susquehanna raises target & estimates MRX, Jefferies upgrades WPRT (buy) Reporting Pre-Open: MON, MSM Reporting Post-Close: BBBY, APOG, BLVD, NAUH, OCNF, PBY, RELL, RT, SMSC, WDFC Economic Data: MBA

ress Lisbon to seek bridge loan) (FT) Portugal sells C1B of bills due October/March (Oct 2011 average yield jumps to 5.117% vs 2.984% on March 2) Moody's cut its rating on 7 Portuguese banks following the sovereign downgrade (outlook remains negative) Tepco engineers stop the outflow of highly radioa

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 DOW, UBS downgrades EW, GS upgrades JPM & cuts MS Key Research: GS upgrades LPS

l Link was quoted earlier as saying parts of the EU report "read like a wish list" (leans too much on mutual debt models without improved controls). Moody's downgraded 28 Spanish banks after the close as expected (12 cut to junk) citing the sovereign downgrade earlier this month as well as the possibili

/22 1x2 call spread for .03 credit 6k x 12k TBT last traded above 20 in early april12 Secondaries (announced/priced): DG IPO's: N/A Key Research: Jefferies initiates EDG (buy) & downgrades RAX & upgrades CLR (buy) Key Research: Baird downgrades FMER, Citi downgrades NSM, Janney initiates CSE/CIT (buy's)

h reading of zero growth) (-0.1% y/y vs Fannie Mae names general counsel Timothy Mayopoulos as new CEO effective June 18 est +0.0%) EFTA00411519 Moody's downgrades 7 German & 3 Austrian banks (Deutsche Bank review still not concluded) Merkel adviser Franz says Spain should urgently approach the ESM

AA (buy), Think initiates PETM (buy) Key Research: GS upgrades AKS and VMW (conviction buy) & downgrades HAS and X/AONE/WHR (sell) Key Research: Jefferies downgrades WAG, Opco upgrades APC, JPM downgrades CHK/MBT/MOLX Key Research: RBC initiates RA (sp) & GWR/KSU (op), Macquarie initiates ANF/COH/LULU/

, Republican Presidential debate tonight*** China's economy grew 9.1% vs 9.3% expected (slowest pace since 09) (Industrial Prod +13.8% beats ests) Moody's says may move outlook on France's AAA rating to negative from stable (BNP.FP -5.8%, GLE.FP -4.9%) German Oct ZEW Survey fell to 3 year low (-48.3 v

ades DGIT Key Research: GS adds ORCL to conviction buy list & downgrades IPI (sell) / DAR & upgrades AGU/MOS/SAFM Key Research: HSBC upgrades VIP, Jefferies downgrades CALP, Merriman upgrades GCOM (buy) Key Research: MM Warburg downgrades PUM.GR & PAH3.GR, SocGen upgrades KGF.LN, Piper initiates IPHI (o

s would be for the Eurozone (says he is doubtful Greece can be saved from bankruptcy). French banks are trading lower across the board on talk that Moody's may cut credit ratings as soon as next week (SocGen -10.5%, BNP -12.5%, Credit Agricole -9.5%) . EU Bank Index trading -3.95% this morning (now -38%

Key Research: Citi downgrades APU (sell) & initiates FOSL/SHOO/VRA (buy) and BID (sell), Roth initiates ZQK (buy) Key Research: GS downgrades EDU, Jefferies downgrades ALU.FP & upgrades WFM and assumes FDP (hold) & CQB (buy) Key Research: Wells initiates AKS/STLD/X (mp) and NUE (op) & downgrades JNPR, H

?, WYNN, CAKE after close*** BOE minutes out (unanimous 9-0 votes at last meeting on interest rates and £75 billion QE bump) Spain cut 2 levels by Moody's (3rd time in 13 months debt has been downgraded by Moody's) European banks vow $1 trillion cuts in the next two years as recapitalization looms (B

pco initiates ORBK (op), Raja initiates YUM/VRA/MCD (op's), JPM initiates RMBS (ow) Key Research: Stifel initiates PAG/GPI/FIO (buys) & ABG (hold), Jefferies initiates EFTA00427362 IR/KMT/OAS (buys) Key Research: Citi downgrades ZMH (sell), Barclays downgrades GR/EW & upgrades NOVA Key Research: GS in

ne says may act next month if economic data worse than expected French central bank governor Christian Noyer says French banks can handle a default Moody's downgrades long-term debt rating of 8 Greek banks (ratings carry a negative Hewlett-Packard confirms naming Meg Whitman as President & CEO (backs of

downgrades M, Baird downgrades VZ, CS upgrades LHCG, ▪ Drexel Hamilton initiates LDOS (hold), Guggenheim initiates FITB/KEY (buy) and HBAN (neut) ▪ Jefferies initiates NDRM (buy) & downgrades NBR/Oll/SLB/CBST, KBW downgrades SEIC • JPM initiates ALL/AON/MMC (ow) and ACE/PGR/TRV (neut) and CB/UW (uw) & dow

rs resist inheritance reform FT • Fracturing of UK politics complicates general election FT • PwC sold 'tax avoidance on industrial scale' FT • Moody's urges slower bank bonus payouts FT EFTA00357142 • Spain's lauded transition to democracy under fire FT • Arrest of 'tiger' Zhou Yongkang sheds

downgrades CBOE (sell), W Blair upgrades ESI/DV/EDMC & downgrades CPLA/STRA, BofA initiates CLGX (buy) Key Research: Merriman upgrades KVHI (buy), Jefferies initiates SON (hold), Bofa downgrades HSBA.LN & initiates TMS (buy) Key Research: BMO downgrades LFT & DEER, CS resumes CYH & THC (op's), GS downgr

argo Consumer (Las Vegas) & Citi Consumer (NY) conferences begin*** ***AZO & MDT earnings pre-open / AMAT, FMCN, PSS, TIVO, TTWO l's after close*** Moody's places 14 of the 18 British banks and building societies on review for potential downgrade China rating agency Dagong cuts U.K. rating to A+ from A