Epstein Secrets

/shr cash to raise stake in KPN to as much as 28% = 23.5% EFTA00413694 premium Santorum officially endorses Romney ("we both agree that President Obama must be defeated") Fitch Ratings says that it will not comment on France's AAA rating before 2013 German March industrial production rises 2.8% ve

m officially endorses Romney ("we both agree that President Obama must be defeated") Fitch Ratings says that it w

N Key Research: DB upgrades LPX (buy), Imperial initiates URS (op) & downgrades NCMI, Atlantic downgrades EP Key Research: JPM intiates ALNY (ow), Janney initiates APH (buy) and MOLX (newt), BB&T downgrades RAH Key Research: Mizuho downgrades MAKO, Baird upgrades CTSH & downgrades TNB & initiates RXN

ddle Pricey Commercial Loans WSJ • Gates Faults Obama Over Afghanistan WSJ • IBM Struggles to Turn Wa

e of 51 contracts per day. Secondaries/Blocks (announced/priced): RBCN, CDR, RSE, KGX GY IPO's: City Office REIT (OFFC) files for $115M IPO through Janney and Wunderlich US Key Research: Bofa upgrades IART & cuts TCS, Barcap cuts HUMIMGLN, Berenberg cuts VECO • BMO downgrades LLY, BTIG initiates BSX/

tes RGRISWHC (buy) ••• CS initiates CAKE/CMG/EAT/SBUX (op) & BKW/MCDNUM (neut) & DRI (up) & cuts USB ••• GS reinstates PCL (neut) & downgrades CPA, Janney initiates FLS (buy) • Jefferies initiates BAC/JPM (buy) & C (hold), MLV initiates ORMP (buy) EFTA00376743 • MS cuts NBIX/ZTS & upgrades VRX & ini

rences NYC - Bofa Banking & Fin Services / MS Global Consumer / Barclays Auto*" ""HD, TJX, DKS, KORS, SKS #'s pre-open / CSCO reports after dose". ""Obama scheduled to meet with business groups today". EFTA00401802 • Kabel Deutschland solid O3, good ARPU, revs inline, increasing sales guidance (trad

grades CXS/NLY JPM downgrades CJES, Opco downgrades SYUT, Citi initiates BERY/SDLP (buy's) GS upgrades FFIV and ALB (buy), Piper upgrades SSYS/DDD, Janney initiates RBC (buy) Bofa upgrades EV, MS downgrades JNS, JMP downgrades JEF, ABN initiate CEO SS (buy) Akros downgrade PC IM, Equinet upgrade GBF G

to secure its next tranche of aid at the Eurozone FinMin meeting on Nov 19 or a e eaders Summit on Nov 22. EUR hitting 2 month lows — 1.2708 last. Obama will make a statement at 1:05pm EST to call on Congress to take steps on deficit/economy. US 10yr < 1.60%. AAPL trading inline to yesterdays close p

ary 15 calls for $0.20 and $0.25. Secondaries (announced/priced): ARRY, PSLV, PVR, LMI LN (rights), PRGX, LGCY, TUMI, PAA IPO's: N/A Key Research: Janney downgrades DIS, Barcap upgrades HFC & downgrades CTXS, Jeff upgrades MNT/MOH Key Research: Nomura upgrades MMM, Raja initiates ABMD (mp) & upgrades

ry. Also worth noting that Republican Governor Scott Walker survived the recall election in Wisconsin with 54% of the vote in a blow to the unions (Obama still polling ahead in the state but this could have broader implications for the race in November). Spain CDS tighter and 10yr yield backing up a

's: N/A Key Research: Jefferies initiates EDG (buy) & downgrades RAX & upgrades CLR (buy) Key Research: Baird downgrades FMER, Citi downgrades NSM, Janney initiates CSE/CIT (buy's) Key Research: JMP initiates FB (op), CS upgrades PHM/RYL/SWN, BNP upgrades RRC (buy) Key Research: DB upgrades TTM and NU

world stage Independent • Hillary Clinton struggles to explain why she accepted $675,000 from Wall Street bankers Independent • Rubio criticizes Obama mosque speech for implying 'US discriminates against Muslims' Guardian • Is stagnation the 'new normal' for the world economy? Guardian • First C

CS initiates PETX/IDXX/NVET/PAHCNVOOF/ZTS (op) & ABAX/PETS (up) • DA Davidson initiates T (buy) & VZ (neut), GS upgrades WHRNV & downgrades WAB ••• Janney initiates SEAS (neut), Opco initiates PSTG (pert), Stifel upgrades ARCB (buy) & cuts SNCR • Longbow downgrades BWLD & upgrades KMT, Piper downgrades

full-price sales gaining & inventories ok (trading +5%) Manpower says that its Q2 employment index climbed to 10% (highest level since late 2008) Obama approval rating has slipped to 41 in the latest New York Times/CBS News poll (NYT<http://www.nytimes.com/2012/03/13/us/politics/obama-approval-ratin

to Conviction Buy List Key Research: Citi downgrades ISAT LN (sell) & initiates MTDR (neut) and IPCM (buy), HSBC downgrades GLE FP Key Research: Janney upgrades NWY (buy), Kepler initiates Prada (hold), Stifel initiates ETN/IEX (buy's) and CIR (hold) Reporting Pre-Open: AAON, ADES, BKR, BWEN, EBIX,

gage Applications, Treasury to sell $24B of 10yr notes, China CPI/PPI, Earnings (CVS, IR, RL, S, TWX, WYN, AKAM, CSCO, NWSA, PRU, V, WFM) Thursday: Obama to meet w/Italy's Monti at White House, Wholesale Inventories, Treasury to sell $16B of 30yr notes, BMO Infrastructure & Utilities Conference (Toron

P/MDC, Piper downgrades RSTI & upgrades WBC Key Research: CS initiates CHK (neut) & NBL (op) & cuts ATK, Bofa upgrades DNDN, Roth downgrades FCAL, Janney upgrades URBN (buy) Key Research: Citi upgrades CNP (buy) & downgrades SUG/EP/OKE, GS downgrades ARG EFTA00420353 Reporting Pre-Open: AON, BEAM,

on February 10 — Chinese New Year February 12 - Obama delivers State of the Union February 19/20/21/22

ngrades DELL & upgrades CHD, Raja downgrades CCOI, Baird initiates FINL (neut) • Nomura initiates CMAIFITB/HBAN/KEY (neuts) & WFC/USB/PNC/RF (buys), Janney initiates INTU (buy) ••• Evercore downgrades GGP, BB&T downgrades KNL, BMO initiates THO (op) Europe Key Research: ••• BofAML +ve INGA NA, downgra

ligence poll bid range BlackRock will replace Genzyme in the III 500 after the close of trading on April 1 House votes to stop any new funding to Obama's Home Affordable Modification Program Lundin Mining ends Inmet deal and adopts "poison pill" defense to thwart Equinox Leon Black's Apollo raises

.LN & initiates Euro retail, HSBC upgrades RR.LN Key Research: MS upgrades and JMP downgrades CEPH, SocGen initiates ABG.LN (buy) & RRS.LN (sell), Janney upgrades PEET Key Research: Stifel reiterates SINA (buy), Ticonderoga downgrades LEN, William Blair reiterates ZUMZ (op), Needham downgrades DELL