Epstein Secrets

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-2 -4 -8 -10 Jan-90 Jul-94 Jan-99 Jul-03 Jan-08 Jul-12 Scarce &Pe Chp Economise. J P Mogan More details in .. Global Data Watch. Bruce Kasman, David Hensley and Joe Lupton Global Markets Outlook and Strategy. Jan Loeys el al. US Fixed Income Markets, Mad Jozoff, and Alex Roever Global Fixed Income Mar

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sing the sane 5-year ruling USO GOP weights that we use to our own globs growth forecast. More details in ... Global Data Watch. Bruce Kasman and David Hensley Global Markets Outlook and Strategy. Jan Loeys, Bruce Kasman. et al. US Fixed Income Markets, Terry Belton and Srini Ramaswamy Global Fixed Inco

6.5 5.7 4.5 6.0 4.9 j 4.5 4.5 5.0 5.5 4.5 4.3 3.9 4.6 Korea 3.6 2.2 3.01 1.1 02 15 2.51 4.0 4.5 4.5t 2.4 1.74 2.44 3.0 4 Malaysia 5.1 5.3 5.1 6.3 3.6 6,5 5.0 4.5 4.5 5.0 1.7 1.2 2.3 2.6 Philippines 3.8 6.4 4.8 5.0 52 43 t 4.5 4.9 t 5.3 t 5.3 t 2.9 2.3

DM GovLs (H) -0.3 4.2 DXY -3.0 0.0 -5 0 5 10 15 20 Source:. Morgan. i8ozx. Barclays More details in ... Global Data Watch. Bruce Kasman and David Hensley Global Markets Outlook and Strategy. Jan Loeys el al. US Fixed Income Markets. Pavan Wadhwa. Matthew Jozolf, and Srini Ramaswamy Global Fixed Inc

ing the same 5-year rolling USD GDP weights that we use for our own global growth forecast. More details in ... Global Data Watch, Bruce Kasman and David Hensley Global Markets Outlook and Strategy, Jan Loeys, Bruce Kasman, et al. US Fixed Income Markets, Terry Belton and Srini Ramaswamy Global Fixed Income

Oo) 5.0 58 6.0 68 84 10.1 98 9.0 Indonesia 65 57 3.5 477 6.0. 4.9 T 3.0 3.0 40 40 41 45 3.9 2.2 Korea 3.6 23 3.2 25 1.1 0.6 35 3.0 40 45 40 24 19 3.0 Malaysia 51 5.0 t 3.7 t 58 59 25 3.5 T 3.5 T 3.0 3.5 3.2 d 1.1 2 Philippines 3.8 53 35 12.6 0.9 12 2 45 45 45 47 29 23 23 Singapore 49 154 2.54 95) -07 3.90 3

that we averaged using the same 5-year rolling USD GDP weights that we use for our own global More details in ... Global Data Watch, Bruce Kasman and David Hensley Global Markets Outlook and Strategy, Jan Loeys et al. US Fixed Income Markets, Pavan Wadhwa, Matthew Jozoff, and Srini Ramaswamy Global Fixed Income

na. As within DM, we see a lot of divergences within EM and prefer to focus on under-owned markets with good domestic demand story such as Mexico and Malaysia. See "Consensus Asset Allocation", Adrian Mowat and team, Mar 26th. Open overweights in Mexican and Malaysia equities vs MSCI EM. • For long-term inv