Epstein Secrets

ns and countries that we averaged using 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 Srin

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 Markets, Pavan Wadhwa and Fabio Bassi Emerging

e US recessions. 8 6 4 2 0 -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 Ro

NGN vs. ua FX Cornell Small OW Energy on carry: Copper on better demand from China. Sauce'. J P. Morgan 5 EFTA_R1_00470164 EFTA01981562 Jan Loeys Global Asset Allocation The J.P. Morgan View 11 My 2014 Global Economic Outlook Summary Real GDP %owxayear ago Real GDP %aerawfous peed. isar

ions and counties that we averaged using 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 Sri

4 0 5 ICI 15 20 Sane J P. Morgan. Bbornberg See blue box m page 2 Sol °escapee() www.morga n m a rkets.com EFTA_R 1_020751 13 EFTA02702625 Jan Loeys (1-212) 834-5874 jan.loeystaprnorgan.com Global Asset Allocation The J.P. Morgan 'flew 09 November 2012 • As a result, we stay underweight US

1.5 11.2 EM Local Fl (H) 0.0 9.0 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 S

Hedged Into USD. Euro Fixed Income Is illoxx Overall Index. US HG, HY, EhIBIG and EMS Corp are JPM Indices. EM FX Is ELMI+ in S. 2 EFTA00598497 Jan Loeys (1-2121834-5874 Global Asset Allocation The Morgan View 04 January 2013 given we are only in the first week of the year, the early QE exit trad