Epstein Secrets

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

ates SAVE/NMM/ALGT (op's), RBC upgrades Key Research: CRT initiates HII (buy) and MRCY/LLL/RTN/AVAV (fairly GD/LMT/NOC/IRBT (sell's) Key Research: Wunderlich downgrades UBNT, Sterne Agee initiates ANF WWW Key Research: PSX (neut) Key Research: MAS, Canaccord cuts PLX valued) and (neut), Jeff upgrade

that "significant downside risks still persist" and that "stress has increased as of late." Round 1 of the French election on Sunday and polls show Hollande with a slight 28%-25% edge over Sarkozy (Round 2 polls for May 6 run-off still have Hollande winning by a more comfortable margin of 57%-43%). BofA

) and SGNT (neut), Brean Murray upgrades NJR (buy), Davenport initiates LL (neut) Key Research: Evercore upgrades NOK, Stifel initiates AYI (hold), Wunderlich upgrades XXIA (buy) & downgrades IBKC Key Research: GS downgrades LL & upgrades WR, UBS initiates SAM (neut) & assumes OKS (neut), CLSA upgrades D

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

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, JAKK, MEG, MIICF, NYB, PI

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

p), DB upgrades ABT (buy), 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 downgra

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

esearch: Picks Live Key Research: Key Research: Jeff downgrades PMCS & initiates CMCSA/DTV/TWC (buy's) and CHTR/CVC/DISH Wedbush downgrades LNN, Wunderlich downgrades PMCS, CS downgrades CBI Swedbank downgrades ESV, Axiom initiates X (seil), Citi removes CVC from Top DB upgrades AF FP & downgrades STL