Epstein Secrets

organ EM equity portfolio inflows Left axis shows EM equity portfolio flows in Sbn. 200 150 100 0 -50 -10a 05 06 07 08 09 10 It Source: IF. Blomberg. EM equity nortfolioflows $bn 60% 50% 40% 30% 20% 10% 0% -10% MSCI Skin ISCI Wald -20% 12 More details in ... US Credit Markets Outlook

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

1 1 1 1 1 i i 5 10 15 20 Source: J.P. Morgan, Bloomberg. See blue box on page 2 for description. www.mo

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

EM* EMBIG Gold -10 10 20 30 Source: J.P. Morgan, Bloomberg. See blue box on page 2 for description. www.jpmo

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