Epstein Secrets

e getting hit hard today on heightened political uncertainty and generally weaker macro data across the board. Socialist Francois Hollande edges out Nicolas Sarkozy in Round 1 of the French elections as expected (28.5% to 27.1%), while the far-right National Front's Marine Le Pen took third with a record high 1

the vote. Hollande & Sarkozy will now go head-to-head in a Round 2 run-off on May 6 with Hollande still holding a commanding lead in opinion polls (Sarkozy will need to convert a large % of Le Pen supporters to have a chance). Meanwhile, the Dutch government failed to agree on budget cuts over the weeke

ed 4.25 Secondaries (announced/priced): N/A IPO's: N/A Key Research: Key Research: ABVT Key Research: (ow) Key Research: BMC Key Research: Barcap upgrades HTWR/AZN LN & downgrades NOVOB DC, BMO downgrades CHSI JPM upgrades ARM LN & initiates PPG (ow), RBC initiates IPHI (op) & downgrades MS u

n-counters' retirement plans highlight problem facing bank boardrooms Independent • Gibraltar minister: Spain acting like North Korea Telegraph • Nicolas Sarkozy the most influential political figure in France, poll finds Telegraph • The Germans are walking tall in the eurozone, but just how rich are they? T

ain acting like North Korea Telegraph • Nicolas Sarkozy the most influential political figure in France,

s (HMHC) files for $100M through Goldman and Morgan Stanley, CommScope (COMM) files $750M through 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

rsist" 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 positive on the Euro banks as a contrar

)/GLE FP (buy) and BNP FP, Maxim initiates EXEL (buy), FIG downgrades FHN Key Research: JPM upgrades BRO & downgrades MMC, JMP initiates SYNM (mp), Barcap re- initiates PAA/ETE (ow's) Reporting Pre-Open: AEP, GE, HON, IR, JCI, KMB, MCD, SLB, ACU, AOS, BPOP, CP CN, IDXX, LBAI, MAN, NPBC, ORB, RCL, SR,

losmq6Ucr> Merkel no longer set to campaign with Sarkozy FT<http://www.ft.com/cms/s/0/456ee0ea-6dee-llel-

26.1M shares priced @ $23, M/a-com Technology (MTSI) 6M shares priced at $19 Key Research: JOY Key Research: (buy) Key Research: Key Research: Barcap upgrades UNP & downgrades NSC, GS downgrades WMS (sell), UBS downgrades Brean Murray downgrades HOGS, Jefferies downgrades XCO/DLR & upgrades AMD C

primary = 20 delegates (Illinois 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 e

uts Key Research: Key Research: Key Research: Sector (neut) Key Research: Key Research: Key Research: LN Key Research: Key Research: EBAY Barcap initiates APEI/BPI/EPAM (ow's) & TSL/YGE (ew's) & downgrades ATK CS initiates ANDY (op), DB upgrades ABT (buy), Evercore upgrades NVDA JPM downgrad

(MON, STZ, APOL, FDO) Friday: December Employment Report, Eurozone Economic Confidence, Next round of formal negotiations for new EU fiscal treaty, Sarkozy meets with Monti in Paris, Earnings (CMC) Ike Groff mailto: I • (Description: Description: cid:[email protected]) I • This e-mail

ock below $21.35 at expiration. Secondaries (announced/priced): N/A IPO's: Cancer Genetics (CGIX) files $50M through MBlair & Baird Key Research: Barcap upgrades RPXC/CYMI/LSI/MU & downgrades AMAT/CODE/FSL/INTC/MCHP & initiates CXS (ew) and WPX (ow) Key Research: Citi upgrades VFC (buy) & downgrades