Epstein Secrets

ex STW 13.1% Euro high yield (bp over Euro gov) 126 iBoxx Euro HY Index 21.0% EMBIG (bp vs. UST) 294 EMBI Global 16.4% EM Corporates (bp vs. UST) 337 JPM EM Corporates (CEMBI) 15.4% Quarterly Averages Commodities Current 1204 13Q1 1302 13Q3 GSCI Index YTD Return* Brent ($/bbl) 110 105 2 105 120 Energy 3.1% Gold ($/o

Markets Outlook & Strategy, Colin Fenton et al. Oil Markets Monthly, Colin Fenton et al. Daily Metals Note, Colin Fenton et al. Agriculture Weekly, Dietz et al. HOUSE_OVERSIGHT_026575 --- PAGE BREAK --- Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View LE Morgan jan.loeys@jpmo

ker, Spread to Treasury 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 (S

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 J P Mor

2% 161 i8oxx Euro Corporate Index 548 JPMorgan Global High Yield Index STW 649 Eloxx Euro HY Index 244 15.4% 24.9% 18.5% BIB! Global 319 JPM EM Corporates (CEMBI) 16.1% Commodities Current Quarterly Averages 1301 1302 1303 1304 GSCI Index 2012 Return' BreM(S/R4) Gold (Sfoz) Copper (StmetrIc

y 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 Mar-13 J