Epstein Secrets

alia (5.21 (51.3) (56.5) 'long Kong (2.51 (25.3) (27.8) Singapore (1.0) (9.5) (10.4) Pakistan (0.0) (6.01 (u.31 (6.4) EFTA00634189 New Zealand (0.11 l I-21 (1.31 MEGA Baskets (trade has now played out) • Basket of BofAML BUY rated Consumer stocks (MEGAACON Index, 7 constituents, can tr

ction muted — 'Symbolic move" for China's financial markets and capital mobility. This event could boost liquidity and sentiment going into the 19th Party Congress in October — Low conviction in directional beta trade given marginal impact from estimated inflows into A-share market • > US$3bn passive estimated

y orders -4.3% m/m vs est -2.1% (-7.8% y/y vs est -4.9%) • Australia employment change +10,700 vs est +500 (unemployment rate 5.4% vs est 5.5%) • New Zealand jobless rate surges to 13yr high (jumped from 6.8% to 7.3% in Q2 vs est 6.7%) Leading European Sectors: Luxury +0.97%, Chemicals +0.60%, Industrials

Italy 10yr 4.98% US 10yr 1.65% Futures: Dow +21, Nasdaq +4, S&P +1 DXY 80.94 (+0.22%) Crude $85.18 (+0.88%) Gold $1714.50 (+0.03%) China's 18th Party Congress kicked off last night (highlights below) but the actual selection of the new Politburo Standing Committee will not take place until next Thursday. I

Uruguay 5.7 3S 4.0 11.8 21 Venezuela 4.2 5.0 0.0 10.1 0.6 Asla/Pacific Japan -0.7 1/ 0.1 5.3 02 Australia 2.1 3.5 2.5 51 2.6 New Zealand 1.3 2.6 21 4.1 2.3 Asa ex Japan 7.4 6.1 6.4 7.2 5.8 Choa 9.3 7.6 8.0 61 7.1 Hong Kong 50 1.2 3.2 2A -OA India 6.5 5.6 6.0

y growth rates from under 7% early this year to just above 8% in Ql. Better data reduce the need for renewed fiscal and monetary stimulus. The 18th Party Congress started yesterday, will last a week, and will be followed by the announcement of the next leadership. More important for the economic outlook will

rly growth rates from under 7% early this year to just above 8% in Q1. Better data reduce the need for renewed fiscal and monetary stimulus. The 18th Party Congress started yesterday, will last a week, and will be followed by the announcement of the next leadership. More important for the economic outlook will be

3.0 28.5 22.3 18.5 30.2 Asia/Pacific Japan -07 17 0.1 53 0.7 -3.5 -20 0 16 Le -03 0.2 0.0 -0.2 Australia 21 3.5 25 56 26 15 18 3.8 25 18 3.1 2 17 27 New Zealand 13 26 29 44 23 15 S5 3.7 3.3 2.0 8 0 14 1.8 Asia ex Japan 714 6.1 64 72 58 of 6.2. 6.3 65 68 49 3.9 34 3.9 T China 93 16 8.0 6.6 “1 a 8.2 8.0 8.2 8.2