U.S. Mid-and Small-Cap Banks Interest Rate Weekly Monitor：Yield Curve Modestly Steepened Post the Weak Jobs Report While LIBOR C Homebuilding：Tactical Call: We Expect Weakness in Group Over Next 3-6 Months After Strong YTD Run; Downgrading PHM, MTH India IT Services：Engineering Services Outsourcing -promisingly poised for growth but tipping point not very imminent Semiconductors：Expect In-Line 1Q Results and Seasonal/Conservative 2QOutlooks；Top Picks BRCM, TXN, INTC, MU and MXIM Skyworth Digital Holdings (751 HK)：March stats - reasonably good, valuations still not demanding US Machinery：Q1'15 Earnings Preview Moody’s upgrades India’s sovereign outlook from “stable” to “positive” Alternative Energy Weekly：Thoughts Ahead of 1Q Results; Save the Date for JPM Spotlight Conference Calls USDA Crop Progress, 04.13.2015 British elections: uncertainties at all levels