Epstein Secrets

0.8% 0.6% - 0.0% 0.2% 0.0% -0.2% - -0.4% 8.6% - -0.8% - -1.0% USD JPY EUR G8P CHF CAD AUD TWI Scone: Noonan .J.P.Morgan More details in . FX Markets Weekly. John Normand et al. Commodity Markets Outlook .4 Strategy. Colin Fenton et al. Oil Markets Monthly. Cohn Fenton et al. Natural Gas Weekly. Scott

ector accounts for 18.4% of the CEMBI Broad, but not all of the issuers in the sector arc beneficiaries of higher oil prices. Only about 22% of the CEMBI Broad is made up of issuers in countries that are net oil exporters and where the economy would benefit from higher oil prices (JPI/ E tl Corporat

g ahead of the fiscal cliff, and lower USD/CNY forwards due to avoidance of US-China trade conflict (sec An FX guide to America's toss-up election. FX Markets Weekly, Nov 2). The only surprise has been that FX volatility remains so subdued (VXY unchanged at 7.4%) in a week when the trade-weighted dollar and equi

sury 176 iBoxx Euro Corporate Index 582 JPMorgan Global High Yield Index STW 726 iBoxx Euro HY Index 294 EMBI Global 337 JPM EM Corporates (CEMBI) 10.1% 9.5% 13.1% 21.0% 16.4% 15.4% Quarterly Averages Commodities Current 1204 1301 1302 1303 GSCI Index YID Return' Brent (Sibbl)

.5% - 2.0% - 1.5% 1.0% - 0.5% 0.0% 45% -1.0% 1 J.P.Morgan I ' -1.5% - USD JPY EUR GBP CHF CAD AUD TWI Source:. Morgan More details in ... FX Markets Weekly, John Normand et al. Commodity Markets Outlook 8 Strategy. Cohn Fenton et al. Oil Markets Monthly. Cohn Fenton et al. Daily Metals Note. Cohn Fem

. H means hedged 2013E 2012 MSCI EM 15.0 17.4 EM Local Fl (U) 10.0 8.9 EMFX 10.0 7.5 GSCI 10.0 0.1 MSCI World 10.0 16.0 US HY 7.5 16.2 CEMBI 7.0 16.7 EMBIG 7.0 18.5 JACI 6.5 14.3 EU HY 6.0 25.0 US HY Loans 5.5 9.7 US KG 5.4 9.9 Gold 5.0 6.1 EU KG ■ 1.5 11.2 EM Local Fl