Five U.S. airports to screen for fever (Reuters) Danger, central banks trading with each other: Bipolar U.S. Stocks See Biggest Mood Swing in Three Years (BBG) Draghi Policies Blunted in Berlin as German Protests Grow (BBG) White policeman kills black teen in St Louis, triggering fresh protests (Reuters) Au Revoir to France’s Welfare Model as Socialists Cut Spending (BBG) Here comes Roberto Cavalski (Reuters) There are 49 U.S. venture-capital-backed companies with a valuation of $1 billion or more—the highest number on record (WSJ) Pressure mounts on Hong Kong leader over payout amid crisis (Reuters) JPMorgan Hackers Said to Probe 13 Financial Firms (BBG) Google’s Tax Setup Faces French Challenge (WSJ) Russia Moves Ruble Band in Biggest Intervention Since March (BBG) Islamic State seizes one third of Syrian town Kobani (Reuters) Morgan Stanley Bankers Poised for Biggest Bonus Bump (BBG) Judge Says Poker Champ Robbed the Casino (BBG) Overnight Media Digest WSJ * The Liberian man who was diagnosed with Ebola in Dallas, the first case of the deadly disease in the United States, has died. The United States plans to start checking the temperatures of passengers arriving at major airports from West African countries with high rates of Ebola, federal officials said Wednesday. (http://on.wsj.com/1qlNXqy) * At least 49 U.S. venture-capital-backed companies have a valuation of $1 billion or more, the highest number on record, as many find private funding readily available and see no rush to go public. (http://on.wsj.com/1vNZIeS) * Investigators believe that the hackers who broke into J.P. Morgan Chase Co targeted at least 12 other financial-services companies, including Fidelity Investments, people familiar with the matter said, suggesting the cyberattack spree on Wall Street was broader than previously thought. (http://on.wsj.com/1oSJT1x) * A Google tax fight with France calls into question an arrangement the tech giant and many other companies use that channels revenue from around Europe to a country that has favorable tax laws. (http://on.wsj.com/1tDx90f) * Glenn Murphy will step down next year as chief executive of Gap Inc, where he reversed a long-running sales slump but more recently has struggled to reinvigorate the company's namesake brand. (http://on.wsj.com/1sfXVQL) * Bill Gross's new bond fund at Janus Capital Group Inc took in a net $66.4 million in September, a large increase. But that was just a sliver of the total funds that left his former Pimco fund last month. (http://on.wsj.com/1uE9dOo) * Regulators' intensified efforts to curtail lending they see as risky has led several big banks to sit out a plum takeover deal, in the latest sign the initiative is shaking up the private-equity buyout market. Banks including J.P. Morgan Chase, Bank of America and Goldman Sachs Group Inc decided not to participate in the funding of Vista Equity Partners' expected takeover of payment-processing company TransFirst Inc, fearful that doing so would flout leveraged-lending guidance from regulators. (http://on.wsj.com/1vSnDuC) * Citigroup will return $16 million to customers who were allegedly overcharged for advisory fees on certain investment accounts, according to an agreement with the state of New York. (http://on.wsj.com/1sifleD) * The pace of improvement in fuel economy, now at a record 24.1 miles a gallon, is slowing as cheaper gas encourages consumers to buy trucks and sport-utility vehicles, new figures from the U.S. Environmental Protection Agency showed. (http://on.wsj.com/1xrqF8f) FT * The private equity owners of Spie <IPO-SPIE.PA> are planning to sell up to 1.2 billion euros ($1.53 billion) of new and existing shares on the Euronext Paris exchange, valuing it at up to 2.75 billion euros. * London based Primestone, a firm founded by three former Carlyle Group LP executives, has received permission from regulators to start investing money from its first hedge fund. * The London Metal Exchange (LME) won its appeal against a court ruling that had halted new rules to cut backlogs in withdrawing metals from its global network of warehouses. * VTB Capital, the investment arm of sanctioned Russian lender VTB Bank, is in talks to buy most of Italian fashion house Roberto Cavalli, according to people familiar with the matter. The deal could lead to VTB acquiring as much as 70 percent of the company. NYT * U.S. President Barack Obama and his top national security advisers began receiving periodic briefings on the huge cyberattack at JPMorgan Chase & Co and other financial institutions this summer, part of a new effort to keep security officials as updated on major cyberattacks as they are on Russian incursions into Ukraine or attacks by the Islamic State. (http://nyti.ms/1v2Z5jK) * In a long-awaited move, Citigroup Inc's lending unit, OneMain Financial, is preparing for a $50 million initial public offering. The spinoff of OneMain, which makes personal loans often to consumers with damaged credit, comes five years after Citigroup first signaled that it intended to jettison the business. The bank has said OneMain no longer fits with its strategy of catering to more affluent consumers, but previous attempts to sell the business have fallen through. (http://nyti.ms/1tDAXhL) * Elliott Management, the activist hedge fund that owns 2.2 percent of the technology giant EMC Corp, is calling for the $57 billion company to break itself apart. (http://nyti.ms/10SOz1P) * Truecaller, a global mobile phone directory and caller identification service, which has more than 85 million users worldwide, announced on Wednesday that it had raised $60 million from the West Coast venture giants Kleiner Perkins Caufield & Byers and Sequoia Capital, as well as from Atomico, the venture fund started by Niklas Zennstrom, the co-founder of Skype. (http://nyti.ms/1sideYr) * The U.S. federal government firmly pushed back on Wednesday against the notion that its 2008 bailout of the insurance giant American International Group Inc was beyond the powers of the country's central bank. Former Treasury Secretary Timothy Geithner testified that after AIG was unable to find private investors to help it avert bankruptcy in September 2008, and after a pair of Wall Street banks rejected a proposal from the Fed that they make a loan to AIG, the government had every legal authority to act. (http://nyti.ms/1sfVMoh) Canada THE GLOBE AND MAIL ** Brian Cornell, the new chief executive officer of Target Corp, is taking a hands-on approach to fixing the company's problems in Canada, making regular trips to check stores here as he heads into the all-important holiday season. (http://bit.ly/1CXeT8N) ** The Canadian government is preparing to alter copyright law so politicians can use news footage and other journalistic content for attack ads and campaign spots without asking broadcasters or publishers for permission. (http://bit.ly/1vSRvXT) ** The Royal Canadian Mounted Police and Canada Security Intelligence Service have redeployed investigators to track nearly 100 foreign fighters and would-be terrorists as part of the government's attempts to crack down on supporters of such groups as Islamic State in Canada and abroad, federal officials said. (http://bit.ly/1tEb01I) NATIONAL POST ** Stakeholders have approved a controversial but essential step in U.S. Steel Canada Inc's bankruptcy protection process, allowing the company to move ahead with a restructuring that could result in the sale of its Canadian operations. An agreement was reached Wednesday on a $185 million loan that will allow the company to continue operations during the restructuring process. The loan will come from U.S. Steel Canada's parent company, United States Steel Corp. (http://bit.ly/1sgFsDH) ** A new poll commissioned by an assisted-dying advocacy group, Dying with Dignity Canada, suggests Canadians overwhelmingly support changing the law to allow Dr. Brett Belchetz, a Toronto based emergency physician, to perform what would now be punishable by up to 14 years in prison - actively help a dying patient kill himself. (http://bit.ly/1vOAlcZ) ** Dozens of police officers aided by two cadaver dogs scoured a rural area north of Toronto on Wednesday in hopes of solving the abiding mystery of just what happened to Nicole Morin, a girl last seen in her bathing suit on her way to go swimming with a friend 29 years ago. (http://bit.ly/1sgFbAH) Hong Kong -- Apple Daily boss Jimmy Lai Chee-ying said the impending talks between student leaders and the government would re-energise the democracy movement, even though the "dialogue definitely will give us disappointments and broken promises." (bit.ly/1t3wzhG) -- A tour agency has sued Occupy Central co-founder Benny Tai Yiu-ting for lost business during the recent protests, but legal experts have doubts on whether such a case can succeed. (bit.ly/1oSk9lV) -- The number of mainland visitors to Macau over the week-long National Day holiday surged 17 percent year on year as tourists avoided Hong Kong due to Occupy Central protests that paralysed parts of the city. Mainland visitor arrivals to Hong Kong were up 5.4 percent over the period, significantly lower than the 16 percent increase last year. (bit.ly/1tCTDhQ) THE STANDARD -- Hin Sang Group's initial public offering has been 860 times oversubscribed in the retail tranche, making it the fifth most subscribed stock this year after 1,045.5 times by Honworld Group. (bit.ly/10S32er) -- Second-tier mainland cities saw a big boom in home sales during Golden Week, while deals in first-tier cities plunged by up to 30 percent on the same period last year. Encouraged by central bank relaxation of lending rules, Nanjing sold 2,859 units during the National Day break, up 48.44 percent from a year ago. (bit.ly/10S3olf) -- The University of Hong Kong downgraded its forecast for Hong Kong's economic growth this year, citing economic woes in the mainland and the U.S. amid widespread expectations of interest rate hikes. Hong Kong's gross domestic product is now expected to grow by 2.2 percent in 2014 from the previous forecast of 3.4 percent. (bit.ly/1uDmIxZ) HONG KONG ECONOMIC JOURNAL -- Chinese mobile phone maker Xiaomi Inc saw device shipments to its warehouses rising 20 percent quarter on quarter in July-September to about 18 million devices, chief executive officer Lei Jun said on a post on Weibo. HONG KONG ECONOMIC TIMES -- Sihuan Pharmaceutical Holdings Group said it would pay 10 million yuan ($1.63 million) to the Institute of Microbiology and Epidemiology of the Academy of Military Medical Sciences for the ownership and franchise of anti-Ebola drug jk-05. Britain The Times EDF CLEARED TO BUILD NEW HINKLEY POINT REACTOR Brussels has cleared EDF Energy's 16 billion stg project to build the UK's first nuclear reactor for a generation. The European Commission had originally suggested that generous consumer funded subsidies awarded to the project by the government could amount to illegal state aid. (http://thetim.es/1pRWHFq) WONGA AD BANNED BY ADVERTISING WATCHDOG A Wonga commercial featuring its notorious puppets has been banned by the advertising regulator for failing to disclose the payday lender's high interest rate. (http://thetim.es/1rhM2DD) The Guardian FIRSTGROUP LOSES SCOTRAIL FRANCHISE TO ABELLIO FirstGroup PLC has lost the contract to operate the 2.5billion stg ScotRail franchise to Abellio, an offshoot of Dutch national railways, after running the service for more than 10 years. (http://bit.ly/1sbUg6u) EUROPEAN COMMISSION TO PROBE AMAZON'S TAX STATUS IN LUXEMBOURG The European commission has widened its investigation into the tax treatment of multinationals, opening a formal investigation into whether online retailer Amazon.com Inc's complex tax arrangements in Luxembourg are so generous as to amount to state aid for the $146billion (90billion stg) group. (http://bit.ly/1vPelxy) The Telegraph SAINSBURY'S TO OPEN JESSOPS STORES IN SUPERMARKETS J Sainsbury PLC is to open Jessops camera shops within its supermarkets as the grocery retailer looks to downsize its largest stores. Jessops will open three stores with Sainsbury's supermarkets by January before potentially rolling out the partnership further across the country. (http://bit.ly/1tCvwjb) FIVE MILLION UK WORKERS IN CHAOS AFTER TAX BILLS MISCALCULATED TWICE More than five million British workers face uncertainty after leaked emails revealed that their tax bills for last year may have been wrongly calculated. HM Revenue and Customs has privately admitted that those who underpaid or overpaid income tax last year may still have paid the wrong amount. (http://bit.ly/1qk8vje) Sky News UK SOLDIERS DEPLOYED TO EBOLA EPICENTRE British troops are to be deployed to Sierra Leone on a mission to help fight the spiralling ebola outbreak in West Africa. Up to 700 soldiers from the Royal Scots Borders 1st Battalion, based in Holywood, Northern Ireland, will eventually be stationed near the capital Freetown. (http://bit.ly/ZtofKG) MOBILE FIRM THREE FINED OVER COMPLAINTS The telecoms watchdog has fined mobile operator Three over breaches related to customer complaints. Ofcom penalised the firm 250,000 stg for failure to comply with its rules. (http://bit.ly/1pRZmyZ) The Independent POUNDWORLD'S 'EVERYTHING 1 STG' SLOGAN BANNED BY WATCHDOG AFTER 3 STG ITEM SPOTTED IN STORE Poundworld has been banned from using its "everything 1 stg" slogan by the advertising watchdog after a customer with an eye for detail spotted a 3 stg item. (http://ind.pn/1pRZZZt) UK SCHOOL BANS NINE-YEAR-OLD BOY FROM SIERRA LEONE - OVER 'FEARS HE HAS EBOLA' A nine-year-old boy from Sierra Leone who was due to attend a school in Stockport has had his placement cancelled because of the "misguided hysteria" displayed by some parents over fears of the spread of Ebola. (http://ind.pn/1yMrvRF) Fly On The Wall Pre-Market Buzz ECONOMIC REPORTS Domestic economic reports scheduled for today include:Jobless claims for week of October 4 at 8:30--consensus 293KWholesale trade inventories for August at 10:00--consensus up 0.3% ANALYST RESEARCH Upgrades Acuity Brands (AYI) upgraded to Outperform from Perform at OppenheimerApple (AAPL) upgraded to Outperform from Perform at OppenheimerBasic Energy (BAS) upgraded to Hold from Underperform at JefferiesGolden Minerals (AUMN) upgraded to Buy from Neutral at Roth CapitalHelmerich & Payne (HP) upgraded to Buy from Hold at JefferiesLivePerson (LPSN) upgraded to Outperform from Neutral at Credit SuisseLuminex (LMNX) upgraded to Market Perform from Underperform at CowenPacific Coast Oil (ROYT) upgraded to Buy from Hold at StifelPacific Coast Oil (ROYT) upgraded to Buy from Hold at StifelPioneer Energy (PES) upgraded to Buy from Hold at JefferiesRandgold (GOLD) upgraded to Overweight from Neutral at HSBCToyota (TM) upgraded to Buy from Neutral at BofA/MerrillTransocean (RIG) upgraded to Outperform from Sector Perform at IberiaUniversal Technical (UTI) upgraded to Outperform from Market Perform at Wells FargoVulcan Materials (VMC) upgraded to Buy from Neutral at Longbow Downgrades A10 Networks (ATEN) downgraded to Sector Perform from Outperform at Pacific CrestARC Group (ARCW) downgraded to Hold from Buy at CanaccordArrowhead (ARWR) downgraded to Sector Perform from Outperform at RBC CapitalChurch & Dwight (CHD) downgraded to Market Perform from Outperform at BMO CapitalColgate-Palmolive (CL) downgraded to Market Perform from Outperform at BMO CapitalDenbury Resources (DNR) downgraded to Neutral from Outperform at RW BairdGap (GPS) downgraded to Market Perform from Outperform at Wells FargoGap (GPS) downgraded to Neutral from Buy at Janney CapitalGap (GPS) downgraded to Neutral from Buy at Sterne AgeeGrifols (GRFS) downgraded to Neutral from Buy at BofA/MerrillHubbell (HUB.B) downgraded to Perform from Outperform at OppenheimerRingCentral (RNG) downgraded to Neutral from Buy at GoldmanTransDigm (TDG) downgraded to Hold from Buy at Deutsche Bank Initiations Allergan (AGN) initiated with a Buy at Deutsche BankAxiall (AXLL) initiated with an Underperform at RBC CapitalBlack Diamond (BDE) initiated with an In-Line at Imperial CapitalDelek US (DK) initiated with a Buy at Deutsche BankDow Chemical (DOW) initiated with an Outperform at RBC CapitalDuPont (DD) initiated with a Sector Perform at RBC CapitalGrubHub (GRUB) initiated with a Buy at CRT CapitalHilton (HLT) initiated with an Outperform at JMP SecuritiesHollyFrontier (HFC) initiated with a Hold at Deutsche BankHomeAway (AWAY) initiated with an Outperform at BMO CapitalIPC The Hospitalist Co. (IPCM) initiated with a Neutral at RW BairdLyondellBasell (LYB) initiated with a Top Pick at RBC CapitalMEDNAX (MD) initiated with an Outperform at RW BairdMarathon Petroleum (MPC) initiated with a Buy at Deutsche BankMen's Wearhouse (MW) initiated with a Buy at JefferiesMicrosoft (MSFT) initiated with a Market Perform at BMO CapitalNortek (NTK) initiated with an In-Line at Imperial CapitalOlin Corp. (OLN) initiated with a Sector Perform at RBC CapitalPBF Energy (PBF) initiated with a Hold at Deutsche BankPPG Industries (PPG) initiated with an Outperform at RBC CapitalPhillips 66 (PSX) initiated with a Hold at Deutsche BankSherwin-Williams (SHW) initiated with an Outperform at RBC CapitalTesoro (TSO) initiated with a Buy at Deutsche BankTriumph Group (TGI) initiated with a Buy at JefferiesValero (VLO) initiated with a Buy at Deutsche BankValspar (VAL) initiated with a Sector Perform at RBC CapitalWestlake Chemical (WLK) initiated with an Outperform at RBC Capital COMPANY NEWS Endo (ENDP) to acquire Auxilium (AUXL) in cash, stock transaction for approximately $2.6BQLT Inc. (QLTI) merger with Auxilium (AUXL) terminated for superior proposal from Endo (ENDP)Carl Icahn said he will send an open letter to Apple (AAPL) CEO Tim Cook todayAMD (AMD) appointed Dr. Lisa Su as CEO, effective immediately, succeeding Rory ReadGap (GPS) said Art Peck would succeed Glenn Murphy as CEO, effective February 1, 2015, and said September SSS were flat vs. a 3% decrease last yearAlcoa (AA) continues to see 2014 global aluminum demand growth of 7% EARNINGSCompanies that beat consensus earnings expectations last night and today include:PepsiCo (PEP), E2open (EOPN), Alcoa (AA) Companies that missed consensus earnings expectations include:DragonWave (DRWI), ARC Group (ARCW), EXFO Inc. (EXFO) Allergan (AGN) raised Q3 EPS to $1.76-$1.78 from $1.44-$1.47, consensus $1.48, sees FY14 non-GAAP EPS $6.20-$6.25, consensus $5.81PepsiCo (PEP) raises FY14 EPS growth guidance to 9% from 8%ChipMOS (IMOS) reports Q3 revenue $190.7M, consensus $189.90MBiomet reports Q1 sales up 6% to $775MDestination Maternity (DEST) narrows Q4 adjusted EPS view to (10c)-(5c) from (14c)-(4c) NEWSPAPERS/WEBSITES Citigroup (C), Etrade (ETFC), others attacked by same JPMorgan (JPM) hackers, Bloomberg reports (ADP, RF)Source of JPMorgan (JPM) cyberattack still unclear, NY Times saysApple (AAPL) suppliers push back plans to produce larger iPad, WSJ reportsMicrosoft (MSFT) rumored to cancel Surface tablet business, DigiTimes reportsTwitter (TWTR) news head Vivian Schiller leaving company, Re/code reportsCostco (COST) stock still a 'buy', Barron's says SYNDICATEHubspot (HUBS) 5M share IPO priced at $25.00Onconova (ONTX) files to sell 228,647 shares for holdersPTC Therapeutics (PTCT) files to sell 3M shares of common stockUSD Partners (USDP) 9.12M share IPO priced at $17.00Veritex (VBTX) 2.7M share IPO priced at $13.00