Epstein Secrets

ton et al. Oil Markets Monthly. Cohn Fenton et al. Natural Gas Weekly. Scott Speaker and Shikha Chaturvedi Metals Monthly. Natasha Kaneva et al. Agriculture Weekly. Conc.( O'Malley 4 EFTA_R1_00470163 EFTA01981561 Jan L Global Asset Airoc The J.P. Morgan View 11 July 2014 Forecasts & Strategy Interest r

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

d et al. Commodity Markets Outlook & Strategy. Colin Fenton et al. Oil Markets Monthly. Coen Fenton et al. Daily Metals Note. Cohn Fenton et al. Agriculture Weekly. Dietz et al. 4 EFTA_R1_02075116 EFTA02702628 Jan Loeys (1.212)834-5874 ian looys jpmorgan corn Interest rates Global Asset Allocation The

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)

and et al. Commodity Markets Outlook 8 Strategy. Cohn Fenton et al. Oil Markets Monthly. Cohn Fenton et al. Daily Metals Note. Cohn Femme et al. Agriculture Weekly. Dietz et al. 4 EFTA00598499 Jan Loeys 1-212)834-5874 Interest rates Global Asset Allocation The M. Morgan View 04 January 2013 Current Ma

. 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