Epstein Secrets

ollars says WSJ (BNP denies) (WSJ<http://professional.wsj.com/article/SB10001424053111904353504576566821711712348.html>) (trading -7.5%) Germany's Merkel says that euro-area countries must avoid an "uncontrolled insolvency" in Greece Italy sells C3.9 billion of a new five-year benchmark bond as borro

ons, MS downgrades QLIK & SWI Key Research: Wells initiates Chemicals (DOW/LYB/GGC/OLN/WLK/POL/PPG/SOA/HUN/KRO/DD/AGNC) & AGNC (op) Key Research: Wedbush initiates CAVM (neutral) & assumes NVDA/TXN (op's) & LSI (neutral), Janey initiates SODA (buy) Key Research: Ticonderoga initiates BX (buy) / KKR

n Q2 profit (raised FY eps outlook) (trading +1.5%) Marvell Q2 revs & eps missed (gross margins fell) (citing global eco weakness) (trading -10%) Merkel says Germany backs Draghi on the conditions for ECB help (in Canada yesterday) GM seen planning global reorganization tackling "fiefdoms" according

Key Research: JPM upgrades COG & initiates HFC/VLO (neut's) and PSX/TSO (ow's), FBR initiates FCEL Key Research: Susquehanna initiates SF (neut), Wedbush initiates KKD (op), Northcoast initiates C00 (buy) Key Research: Investec downgrades LLOY LN, MS downgrades LINTA/WLP/CERN/MCK & upgrades FM/WAG

ities FT • US corporate bonds — yield of dreams Lex • Obama — beyond the fiscal cliff Lex • Wall St alarm as Obama faces gridlock The Times • Merkel warns David Cameron over talk of EU exit The Times • The Bankia banker who 'didn't understand anything' The Times • 'Build ring-fences or we will

LH Bofa reinstates BX/LM/MS (neut's) and TROW/BEN/GS/KKR (buy's), Evercore cuts CBS, BMO upgrades CMI/HNT, Baird upgrades FMER, RBC upgrades ED/SO, Wedbush initiates CREE (op) Citi cuts LFUGOUDVN & upgrades ROSE, HSBC downgrade CSGN VX, CBK cuts LXS GY DNB downgrade SCH NO, UBS remove FR FP most prefer

ESM a banking license to give it access to unlimited ECB funding are gaining support (although Germany still opposes). Headline on Bloomberg saying Merkel adviser Bofinger advocates ECB buying of government bonds getting some attention but note this is not a new opinion from Bofinger. Some headlines o

d) Key Research: Key Research: 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 upgra