Epstein Secrets

• Curbs on tax inversions fail to convince FT • Ebola cases could hit 1.4m by January, say researchers FT • No hard landing yet in China FT • Barack Obama's halfhearted swipe at tax inversion FT • Mobile gaming: missing the jackpot Lex • Yara/CF Industries: reap what you sow Lex • Philips: ex uno, p

FT • No hard landing yet in China FT • Barack Obama's halfhearted swipe at tax inversion FT • Mobil

rchers FT • No hard landing yet in China FT • Barack Obama's halfhearted swipe at tax inversion FT •

rades REL LN, Macquarie downgrades TSCO LN • Davy upgrades WOS LN, Beka upgrades EBRO SM, Equinet downgrades VIH GY, Citi initiates ZPLA LN (n) ••• Canaccord upgrades AKSO NO, Citi upgrades JPR LN & TNI LN and resumes COB LN (n), LBBW downgrades ASML NA ••• Macquarie upgrades NYR BB, Oddo upgrades ALPHY

/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

IPO's (filed/priced): N/A Key Research: Barcap upgrades VECO & downgrades BP & initiates RXN (ow) and MM few), Wells upgrades VRTX Key Research: Canaccord initiates UTEK (buy) & upgrades XEC (buy), upgrades NNN Key Research: DB upgrades LPX (buy), Imperial initiates URS (op) & downgrades NCMI, Atlanti

Prada wins approval from Hong Kong stock exchange for a $2 billion IPO (listing EFTA00433695 date - June 24) Israeli PM Benjamin Netanyahu says Obama endangering Israel (meeting in Oval Office today @ 11:15am) French FinMin Christine Lagarde is favored to replace Dominique Strauss-Kahn at IMF (B

initiates APO/PCBK (op's) Key Research: GS upgrades WBMD (buy) & downgrades AIV/LRY, RBC initiates BP.LN (op) & RDSA.LN (top pick) Key Research: Canaccord downgrades INTO & upgrades YELL.LN, Bernstein upgrades GILD Reporting Pre-Open: ANN, CIS, DANG, DCI, HIBB, KIRK, YGE Reporting Post-Close: BH Econ

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

iti initiates TUMI/ZLC (buy), Bofa initiates PANW (buy), Investec downgrades SGE LN Key Research: Bofa initiates EXL (neut), GS upgrades ATK (buy), Canaccord initiates LCI (buy), Cheuvreux downgrades AGL IM Key Research: Equita downgrades AGL IM, Numis upgrades G4S LN, HSBC upgrades KBC BB, Seymour downg

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

grades PHM/RYL/SWN, BNP upgrades RRC (buy) Key Research: DB upgrades TTM and NU (buy), Wells upgrades DKS & initiates FRC/VRSN (op's) Key Research: Canaccord upgrades FST (buy), FBR downgrades SYMC, MS initiates EDG (ow) & MRC EFTA00411520 (uw) Reporting Pre-Open: BF.B, AHONY, AMSC, BV, CYBX, HOV, MTN

cles.html> An Impeccable Disaster NYT Op-Ed Paul Krugman<http://www.nytimes.com/2011/09/12/opinion/an-impeccable-disaster.html> An olive branch to Obama: I will share the pain FT Opinion Steve Schwarzman<http://www.ft.com/intl/cms/s/O/d5a798f8-db10-11e0-bbf4- 00144feabdc0.htmlitaxzzlXjNm7ZwT> Yell t

r Key Research: MS initiates ALGN (uw) & XRAY/TFX (ew) & HRC/SIRO (ow), Baird upgrades IRET Key Research: Roth downgrades CYCC/SPPI/CLDX/DNDN/REGN, Canaccord initiates ZLCS (buy) Key Research: Auriga upgrades MYGN (buy), Bankhaus upgrades PAH3.GR & downgrades HEI.GR Key Research: Citi cuts Bank estimates

ink FT • Cement merger tries to head off regulators FT • Chinese developers beef up bank stakes FT • Global recovery 'hinges on reforms' FT • Obama's hope of reshaping Supreme court fades FT • Nasdaq setbacks test shareholder patience FT • Bicycle component makers ride sales boom FT • UK di

ell), UBS downgrades PC IM, CM-CIC downgrades EN FP (sell) • Kepler upgrades ZOT SM & cuts ROVI SM & reinstates SCYR SM (buy) and FCC SM (reduce) • Canaccord cuts SYR LN (sell) & upgrades ABC LN & initiates GMS LN (buy), Berenberg upgrades LEI GR (buy) Reporting Post-Close: MY, SHLM, TISI, ZEP Economic D

ut the copycats Independent Key Events Next Week Monday: EU Fin Min meeting Feb 11-12, CS Financials Conf (Miami), Earnings (L, DNB, MAS) Tuesday: Obama delivers State of the Union (Marco Rubio to give GOP response), Treasury Monthly Budget Statement, JOLTs Job Openings, PacCrest Emerging Technology

CBL • HSBC initiates MDR (neut) & downgrades CAM, SocGen downgrades NBL, Wells initiates ZBRA (mp) • Nomura upgrades PCS, Avondale downgrades ANN, Canaccord cuts TEVA, DB upgrades NTES (buy) • Jeff initiates PAY (hold), Roth downgrades SKUL Europe Key Research: • UBS downgrade SMIN LN, EUR PW, EMMN SW,