KFN (+27.72%) To be acquire by KKR & Co ( KKR ) in a stock-for-stock merger that values KFN at $2.6 billion. Odds now favor a $5 billion reduction in the size of monthly asset purchases in respect of recent economic data pointing to an improved labor market and absence of inflationary pressure. But after yesterday's impressive triple-digit rally in the Dow Industrials, today's gains remain vulnerable to profit-taking pressure if data on the housing market comes in much better than expected, raising the chance for a more sizeable cut in QE.