Epstein Secrets

al risk across the Arab world has been something of a surprise, although conditions leading to it were well understood for years. As for problems in the European Monetary Union and the impact of tightening policy in Asia, they have been familiar refrains around here for months, and were central to our 2011 Outlook. The whol

barrels per day 3.500 3.000 2.500 2.000 1.500 1.000 500 Libya & Algeria exports 0 1999 2001 2002 2004 2005 2007 2008 2010 Source: Bloomberg. 2 EFTA00610625 Eye on the Market I March 10.2011 J.P.Morgan On Europe, solvency problems in Greece, Portugal and Ireland are increasingly bei

eside the point. Last week's EoTM summarized our take on the market, economic, political and investment implications of the continued unraveling of the European Monetary Union. What would change our views? A full-scale German underwriting of the EMU problem. How likely is that? Wenn Schweine fliegen k6nnen (when pigs fly)

ns and Impact on South Korean equity market Kospl Index 100= day before event 115 110 • 105 • 100 • 95 • 90 • 85 • sa • 0 1 2 3 Source: Bloomberg. 4 5 6 7 8 9 10 11 12 13 14 KA D H Date Event A B C E F H J K August-1998 June-1999 June-2002 September-2004 July-2006 October

year, he left other European leaders thunderstruck with his dramatic refusal to agree to their proposed new treaty, designed to end the crisis in the European Monetary Union. In some ways, Cameron's Euro-skepticism is nothing new. Ever since British entry into what was then the European Common Market 40 years ago, Lond

From: Office of Terje Rod-Larsen Sent: Tue 3/13/2012 2:14:20 PM Subject: March 12 update 12 March, 2012 Article 1. Bloomberg Iran-Israel History Suggests a Different Future Pankaj Mishra Article 2. Carnegie Endowment for International Peace The Generals' Secret: Egypt