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pgrades HERO/NBR/PES/PTEN (buy's) & cuts ESV/RDC/SDRL & makes BHI top pick Raja initiates DKUSXE (op's), Macquarie upgrades ETR, Bofa upgrades SCHN, Nomura cuts SHW Citi upgrades VNO (buy), Baird initiates VOD (op), DB initiates IDIX (buy) JEFF upgrade CPG LN, MS upgrade KRKA PW, RBC upgrade SVT LN, Ke
entina by five and predicts default Telegraph • Hollande insight with threat to nationalize ArcelorMittal
, Piper EFTA00403752 initiates QDEL Key Research: (sell), Baird Key Research: Key Research: pt PSM GY Key Research: upgrade TOD IM) (ow), Nomura upgrades EBAY (buy), CS initiates ELX (up), Axiom downgrades PWER cuts S SocGen downgrades REE SM, Panmure downgrades AZN LN, MainFirst upgrades MA
falls FT< Od7c-11e2-bfcb-00144feabdc0.html#axzz28DLD0q4f> Portugal announces `enormous' tax rises FT< 11e2-97a1-00144feabdc0.htmlitaxzz28DLD0q4f> Hollande forced into awkward EU contortions FT< Od55-11e2-99a1-00144feabdc0.html#axzz28DLD0q4f> China slowdown hits Asian growth 11e2-97a1-00144feabdc0.htm
upgrades JPM & cuts MS Key Research: GS upgrades LPS/PBI & downgrades CTSH/SAPE, RBC initiates SLW (op), Sterne initiates AIG (buy) Key Research: Nomura cuts top 3 Greek banks, Exane lowers f's European Capital Goods Key Research: Citi downgrades BMW GY, SocGen & Panmure upgrade SHP LN, JPM upgrades
n-mortgage-debt/article4369806/> Howard Davies - Hollande should enjoy his honeymoon while it lasts FT Opi
study meets goal Secondaries (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 Ke
tch cut for MS was consensus despite fears of 3). Hollande, Merkel, Rajoy & Monti meeting in Rome today ahe
esumes ETP (neut), SocGen adds BN FP to Premium List, BMO 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,
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
PPO, Citi cuts DISCA (sell) Key Research: Dalhman Rose cuts Airlines Sector to cautious & downgrades DAL/UAL and JBLU/SKYW (sells) Key Research: Nomura downgrades BOSS GR, Macquarie downgrades LLOY LN, Wells upgrades ABFS Key Research: Nomura initiates FUR NA/PGS NO/ SDRL (buy's) & HTG LN/TGS NO (ne
ame for recession Telegraph<http://www.telegraph.co.uk/finance/economics/9442430/Bank-official-admits- economists-were-to-blame-for-recession.html> Hollande joins chorus of leaders pledging to save eurozone Telegraph<http://www.telegraph.co.uk/finance/financialcrisis/9442854/Hollande-joins-chorus- of-lea
ofa cuts SO & upgrades NVE Key Research: UBS downgrades DANOY & initiates AHS/CCRN/LPNT/ASGN/THC/UHS/VHS (nut's) an CYH/HMA (buy's) Key Research: Nomura upgrades Honda Motor (7267 JP) (buy), Baird upgrades CHH, BMO upgrades CSCO Key Research: Wells initiates APOL/CECO/DV/LRN (op's) and ESI/STRA/COCO
ORCL) Friday: Russell Rebalance, Earnings (DRI), Hollande/Merkel/Rajoy/Monti meeting in Rome, Sweden & Fin
Swedbank downgrades ESV, Axiom initiates X (seil), Citi removes CVC from Top DB upgrades AF FP & downgrades STL NO/ITV LN, Barcap upgrades DAI GR Nomura upgrades FP FP, Helvea upgrades ROG VX, Raja downgrades RYA ID Reporting Pre-Open: ADM, AET, CMI, COH, DISCA, ECL, ETR, GT, HCP, HRS, NI, PEG, PFE,
ot a new opinion from Bofinger. Some headlines out from Premier Wen as well saying he will boost policy support for the real economy in China in H2. Hollande hosts Monti for a working lunch in Paris this afternoon. FOMC tomorrow and most expect them to wait until the Sep meeting for further action. SPA's
), Mizuho upgrades APKT, Opco upgrades CFR & cuts ASBC • Barcap upgrades AWI/DHI & cuts RYUKBH/PHM/RLGY/TOL & initiates HCP/VTR (ew) & HCN (ow) ••• Nomura downgrades CIT, Wedbush initiates DENN (op), Opco cuts ASBC & upgrades CFR ••• BMO downgrades LM, CLSA downgrades LIFE, CS initiates WSM (neut) & LL
with Spain, Germany and UK beating expectations. Hollande out saying Eurozone needs an exchange rate policy
Entities connected to both Nomura and François Hollande

Barack Obama
PERSON
Jeffrey Epstein
PERSON
Lesley Groff
PERSONIke Groff
PERSON
Bloomberg L.P.
ORGANIZATION
Angela Merkel
PERSON
Barron
PERSON
United States
LOCATIONBarcap
ORGANIZATIONBaird
PERSON
George W. Bush
PERSON
Eric Trump
PERSON
Marc Rich
PERSON
Bill Clinton
PERSON
Vladimir Putin
PERSON
Ghislaine Maxwell
PERSON
Horizon
ORGANIZATION
Joe Biden
PERSON
Samantha Power
PERSON
Piper
PERSON