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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
Wednesday: FOMC Rate decision (Bernanke press conference after), NZ cash rate, Earnings (BA, CAT, GLW, GD, DPS, HST, LO, S, SAP GR, CTXS) Thursday: Chicago Fed Nat Activity Index, Pending Home Sales, Kansas City Manufacturing, Japan CPI & IP, Earnings (amy, CCE, CL, DOW, HOT, K, LMT, SWY, UPS, WM, AMZN, SBU
al.wsj.com/article/S1510001424052970204059804577227452963906044.html? mod=WSJPRO_hpp_LEFTTopStories>) David Cameron travels to Paris for talks with Nicolas Sarkozy to close landmark nuclear deal Greek culture minister resigns after robbers seize items at antiquities museum in EFTA00419539 Olympia An Ikea n
dholders FT<http://www.ft.com/cms/s/0/6144c5b6-58ca-llel-b118- 00144feabdc0.html#axzzlmKzUclJP> Anglo-French relations to be tested as Cameron meets Sarkozy in Paris today FT<http://www.ft.com/cms/s/0/a5a55426-5890-11el-b9c6-00144feabdc0.html(faxzzlmKzUclJP> European pension burden bigger than health, e
imes.com/news/a20120217PD207.html> Key Events Next Week Monday: US Markets Closed (President's Day), Eurogroup FinMin meeting in Brussels Tuesday: Chicago Fed Index, IAEA meeting regarding Iran, Eurozone Flash PMI's, Earnings (COG, EXPD, GPC, HD, M, MDT, MHS, MYL, WMT, CHK, DELL, KFT) Wednesday: Existing
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
Wednesday: FOMC Rate decision (Bernanke press conference after), NZ cash rate, Earnings (BA, CAT, GLW, GD, DPS, HST, LO, S, SAP GR, CTXS) Thursday: Chicago Fed Nat Activity Index, Pending Home Sales, Kansas City Manufacturing, Japan CPI & IP, Earnings (BMY, CCE, CL, DOW, HOT, K, LMT, SWY, UPS, WM, AMZN, SBU
Entities connected to both Nicolas Sarkozy and Chicago Fed

Lesley Groff
PERSON
Barack Obama
PERSON
Prince Charles
PERSON
Angela Merkel
PERSON
François Hollande
PERSON
Marc Rich
PERSONIke Groff
PERSON
David Cameron
PERSON
Bloomberg L.P.
ORGANIZATION
Barron
PERSON
George Soros
PERSONBaird
PERSONBarcap
ORGANIZATION
Piper
PERSON
Michigan
LOCATION
Norway
LOCATION
Paul Krugman
PERSON
Bernanke
PERSONStifel
ORGANIZATION
Mario Monti
PERSON