From: Sent Fri 2/15/2013 11:02:20 AM Subject Early Tour 2.15.13 Good Morning ... European Markets off 0-40 bps... ASX -0.06%, NKY -1.18%, KOSPI +0.08%, HSI +0.13% EUR 1.3332 (-0.22%) JPY 92.56 (+0.33%) EUR/JPY 123.46 (-0.52%) SEK 6.3396 (-0.42%) AUD 1.0356 (-0.03%) Spain 10yr 5.18% Italy 10yr 4.37% US 10yr 1.99% Copper +0.09% Silver -0.45% Futures: Dow -12, Nasdaq -3, S&P -2 DXY $80.47 (-1c) Crude 596.84 (-47c) Gold 51627.60 (- $7.90) Asian markets were mixed overnight in relatively quiet trading — overall volumes were down about 15% from the 30d avg and HK had its lightest day of the year. JPY strengthened to 92.25 intra-day, ahead of this weekend's G-20 meeting and driven partly by a Reuters story naming Toshiro Muto as the latest frontrunner to lead the BOJ (he is seen as the least dovish among the possible candidates). Next week China and Taiwan resume trading on Monday from a week's break and earnings include BHP Billiton, CapitaLand, Genting Singapore, and Qantas. In addition, the RBA and the BOJ both release minutes and Malaysia, Singapore, Taiwan and Thailand release GDP data. G20 meeting in Moscow today and Draghi has reiterated most of his comments from last week's ECB press conference. Luxury retailer PPR (PP FP ) trading +6.0% and breaking out to new highs after posting solid results and leading the luxury way higher in Europe today. Herbalife +23.7% after the close as Icahn surfaces with a 12.98% stake (2.47 million shares + options on 11.54 million) and says he plans to seek talks that include possibilities of recap and going private. SPA's -2 handles = 1516.20 last. ***Empire Manufacturing t 8:30am, IP @ 9:15am, Michigan Confidence 9:55am*** ***CPB, KRFT, SJM earnings pre-open, Cyprus elections on Sunday*" ***US Markets Closed Monday for Presidents Day*** • CBS sets record for quarter but profit fell short of ests (streaming sales weak) (trading -1%) EFTA_R1_00806433 EFTA02147513