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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/
ed 0.8% (BMW/Daimler trading off -2%) LVMH reported Q3 sales that topped estimates and said it is confident for remainder of 2011 (trading -1.2%) Danone (owner of Evian & Volvic brands) in talks to sell water assets to Japan's Suntory Holding (trading +1.7%) Spain sold B4.68 12-mo bills below max ta
iced at $22 (above range), Mix Telematics (MIXT) 6.3M ADS priced at $16/sh (high-end) US Key Research: ••• GS downgrades FL, Compass Point cuts DV, Jefferies initiates XXIA (buy), CS downgrades SPH • DB upgrades IHS (buy), Wells upgrades STJ, JPM upgrades CSCO, Raja downgrades LEAP RBC initiates VNTV (op
oposed by Booking.com, Expedia, and HG • America Movil bids €2.40/share for KPN in public offer (20% premium to yesterday's close) (KPN +16.4%) • Danone buys YoCrunch (mix-in toppings specialist) to support yogurt growth in the US (trading -0.10%) • Nokian Renkaat (tires) Q2 net income and sales bel
hrough JPMorgan, Deutsche and BofA US Key Research: ••• Barcap downgrades FOSL, Citi downgrades AMP, DB downgrades ALL, GS upgrades SHOO (buy) ••• Jefferies downgrades KRFT, Roth initiates CSIQ (buy) & upgrades MSTR (buy) • Piper downgrades QCOM, Raja downgrades EAT & upgrades TCBK, MS downgrades TEVA •
g post the release (trading -4.3%) • EADS: TCI Fund writes letter to EADS CEO urging them to sell Dassault Aviation stake (FT) (trading -0.34%) • Danone: China baby food scare (Dumex unit may have imported tainted Fonterra goods) (trading -0.71%) • Natixis planning to cut between 500-700 jobs says J
Entities connected to both Jefferies and Danone

Jeffrey Epstein
PERSON
Marc Rich
PERSON
Tony Blair
PERSON
William Barr
PERSON
Gibraltar
LOCATION
Bloomberg L.P.
ORGANIZATION
Lesley Groff
PERSONIke Groff
PERSON
Barron
PERSON
Samantha Power
PERSON
Barack Obama
PERSONBarcap
ORGANIZATION
Norway
LOCATION
Stanford University
LOCATION
Moody's
ORGANIZATION
Bernanke
PERSON
Wells
ORGANIZATION
Philadelphia Fed
ORGANIZATIONUS Key Research
ORGANIZATION
Horizon
ORGANIZATION