Macau: Gaming-Policy risk lingers; Visitation cap would affect last pillar of growth Recent rally has no backing of improved fundamentals; sell into strength Further Upside Potential as M&A Plays Out: Raising PTs, Prefer MYL Followed by PRGO and Teva Hanergy and China Resources on watch list Gill's Bi-Weekly Channel Check Potential utilization recovery already priced in; Neutral U.S.Mid-and Small-Cap Banks Mergers&Acquisitions Weekly：Three M&A Deals Announced Last Week；TD Deals Are Now Tracking at 74；Up 1 1Q results likely to be flat YoY; growth challenges remain Weekly Comp Tables Fed Weekly: Sharp Slowdown in Reserve Releases?Credit Cards, Auto, Multifamily Up Last Week