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out to 416 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 th
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
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
) 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
ote (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 42%. Hollande is
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
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
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
Entities connected to both Nicolas Sarkozy and Wunderlich

Lesley Groff
PERSON
François Hollande
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Hillary Clinton
PERSONIke Groff
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Barron
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Bloomberg L.P.
ORGANIZATIONBaird
PERSONBarcap
ORGANIZATION
Bernanke
PERSON
Piper
PERSON
Mario Monti
PERSONJefferies
ORGANIZATIONStifel
ORGANIZATION
Wells
ORGANIZATION
Las Vegas
LOCATION
Macau
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Novartis
ORGANIZATIONImperial
ORGANIZATION
Nestle
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Daily Mail
ORGANIZATION